Leads are not converting to Accounts
Leads are not converting into accounts when I try. Instead, they only create contacts &, if I choose, potentials. There is nothing to click or even read that indicates that creating an account with the lead information is an option. Am I wrong in thinking that converting a lead creates both an account & a contact, with the option of creating a potential as well? What can I do to make it so that all that information from the lead becomes an account? The information won't transfer from a closed won
2 Organizations and 1 Database
I own two small companies - unrelated and no cross-over between the two. One buys and resells houses, the other is trucking technology. I have 1 employee in each organization. Today, everything is in the same DB and separated only by a "Product Interest" field. However, I need to set up workflows, which will be different in each organization. I also need to figure out how to set up GMail and integrate it - the email addresses are different as well. Any advice on how to separate these two
Sending emails to Custom Field email ids.
I have created custom fields for email ids, with names like Mother email ID, Father email ID, etc. I can search leads and contacts by manual search criteria, for example: Father email ID - is not empty. and i get results. But the problem is: I cannot send mass emails to father email ID or Mother email ID. Can someone guide me how to select and send mass emails to custom field email ids? P.S: I need to send an mail to Primary + Custom Field email ids. I also need to send mass emails to ONLY: Custom
CONVERT from Potential to Account
I don't see a Convert button to move my potentials to accounts. Any ideas how to accomplish this task?
Move all Contacts to Leads
I imported 1100 potential clients into contacts but should have imported them into the leads tab. How do I move all the contacts out of this tap and into the Leads tab?
Does PhoneBridge track calls made through Skype?
I am evaluating CRM solutions and I like the functionality of PhoneBridge to track outbound calls. We are a small company with 3 telesales reps who work from home offices. The ability to track calls is high priority and worth the extra money. Does PhoneBridge track calls made through Skype link? If not, Is there a work around? Any other ideas to track outbound calls (activity) when using Zoho CRM that is automated? Thank you.
Campaigns not showing in associated leads details
I would like to select the leads that are associated to a particular campaign, other than in the campaign page, which doesn't let me to do mass updates or mass emails, export, etc, but only access one at the time. I notice the campaign field within the lead is empty, despite the fact that the leads is listed in the campaign page, so I need to enter this field on each lead manually, one by one, which seems redundant. There must be a better way... Thanks in advance Gloria
CRM not sending emaIL reminder
Good Morning - The past week or so I have noticed that I have not been receiving my email reminders from zoho CRM. My aol email address on file is correct. I have checked and rechecked my spam and junk mail folders. Nothing. So I contacted my IT guy, who is a ZOHO Docs reseller and had him take a look. He had the same results. New task and New Event with email reminder set are not being received at my aol account. Mr Johnson, then signed into his CRM account and did some test, and he is getting
Duplicate
Is there a way to set up the CRM so duplicate contact names cannot be entered by different users? I know you can do a search to check, but realistically that won't happen.
adding new fields
Greetings Zoho group, I have added some new fields in the Industry portion of the Accounts and the newly added fields are not there when I go to edit the information in my new account that I just created. I see the 'new' fields in the setup section? Thank you. Mike
How do i import contacts without a surname?
How do i import contacts without a surname?
FIX 3 DECIMALS ON PRICE LIST
Hello, I need to fix 3 decimals on price list at section, price book, quotes, invoices, etc...
Accessing Potentials Dashboard List
I unfortunately cannot access my Potentials Dashboard list to make custom dashboards. The page just keeps on loading forever. Could you advise on how to solve this? I am working with the "Old Professional" edition.
This should be so easy - but can't see how...
I'm trying to change/get rid of a pipeline chart on the home page, but when I go to the dashboards page there's only an option to edit not delete or change/add/remove.... thanks
Calendar view set for "all" permenently
Hi, Is there a way to make the calendar show "all" users by default? Thanks, Paul
Custom action on filter
In Zoho mail Would be terrific to add a function that allows a filter to reply with a model already created. Thank you!
Define the language of my contact
Hello, How can I set up the communication language of my contact (language I should speak with him or use to write him)? Thanks Stanislas
Workflow created tasks exporting to Google
Hi, My account is linked to Google Apps. I have workflows that create tasks for people, but these tasks are not exporting to Google Tasks. If I create a task manually, these get exported so I know the integration is working. Can you please look into this? Michael
Delete Comments in Cases
We should be able to delete comments in cases.
How to create a clickable link to go direct from email to a sales order? (or any module)
When the status of a sales order is changed (eg. goods are shipped) an automatically generated email is sent to the team responsible for managing that shipment. I have assigned each sales order a unique, automatically generated (custom) Order number, in addition to the ID/Salesorder numbers that Zoho generates. In the email that the team receive, currently the email says something like "the order # P5435 has shipped" but I want to add a link so that you can click (in the email) and go directly to
Zoho CRM Projects
In the CRM there is a small bit of Project Functionality. On the Dashboard there is a Projects widget, and one of the views is 'My Projects'. However, it shows all projects, even closed ones. How can I make that "My Open Projects" ?
User created view sort order
Hi Is there a way to change the sort order that 'User Created Views' show in the drop down. As default the views are sorted alphabetically (as shown below) but I'd like to create a custom order for them to display in the drop down: Thanks Simon
Zoho CRM not integrated to Zoho Mail
I am a new user to Zoho CRM and have started using the email tab with Zoho CRM for email. It does not appear that the mail function is actually integrated though. E.g. when I create a contact in "Emails" tab, the contact does not show up under the "Contacts" tab (or anywhere else I can locate) in Zoho CRM. Is there some sort of integration that has to be activated? If so, where do I find the information on how to do this?
What is the difference between an account and a company?
I am in the field of commercial real estate, and trying to add brokers/landlords in as contacts. But by doing that it wants to make them and "account" and not a "company". I was thinking accounts were my clients. These are definitely not leads. Any advice on how to organize? Is there a way to add a "Company" field under contacts.
Deleting Internal Comments
How do I delete internal comments if I no longer need the comment?
Transfer Lead to a Sold previous customer list?
I keep my potential sales in my leads tab. When they move forward and want to purchase, I would like to transfer them into a "previous customer" or "sold" list which a scheduled follow up. How do I do this? Create a new tab?
how can i use a field from another module ie account in the activity view?
I want to be able to list activities by account type but cannot pull this field in to activity listing view. Can anyone help with this?
How do I show a report/dashboard widget based on a custom picklist?
I would like to show it as a bar graph.
Hover Over Field Instructions/Definitions
After rolling out the ZOHO CRM pilot to our sales team, one of the frequently requested items is to have a hover over field definition/instruction so they have a better idea of the information we want. I don't believe this is available in ZOHO CRM; if it is please direct me to where I could do this. If not, please add it to your list of enhancements. John Galich
Is Simultaneously Contact List Syncronization Possible Between Zoho CRM and Zoho Campaigns
We need our Leads at Campaigns app to be updated authomaticly; once we update our lists in Zoho Crm, Is this possible? Is it for free? Or do we have anyother marjetting app alternative that can provide us this service? Thank you Damla
Task information
On Task information it includes the phone number of the contact, I would also like this task information to include the mobile tele number how do I do that please.
Is Zoho CRM right for us?
Our company is a food vendor at various events/festivals. We keep track of all the events we are perusing and the ones we have booked on the same Google spreadsheet. Each year we create a new tab on the spreadsheet for the current year. We can then reference the dates of the previous year. This method has worked for the first two years but is becoming cumbersome and time consuming. We have signed up to use Zoho and added a few events but not sure how we should continue. How should we enter events
Related List Pop-Up Selection
I created a new module called "Machine Lead Potentials" for our sales reps to be able to track leads for capital equipment. We sell the tooling that goes into these machines; the data for the tooling potentials is tracked in the standard Potentials module. In the Potentials module is a custom field called Quote Number that the rep is supposed to fill in. In the Machine Lead Potentials module is a custom look-up field called Tooling Quote Number. I also created a related list that links Tooling
Simple car dealer CRM - allocate customer to salesman
Morning All, We have signed up for the free Zoho CRM to get a feel for the software. I have to say, it looks like it is just as powerful as Salesforce at a much better price. I have built what I think is a 99% complete version of the final product. In short summary, we sell cars. We have multiple salesmen. At the moment I capture all customer data into a basic form under LEADS. The salesman who then deals with the customer is selected from a drop-down menu. This may have limitations in the long
zoho not getting my emails
i have been trying to use email help from with in our CRM but when I press send it just hangs. we have a major problem with mail merge and need to talk to some body at Zoho. I have now sent them a 'normal email; It was all going so well
Professional version could not make a web form
Hello i have Professional version account but I ve got message that on free account it is impossible to add more than 1 web form for website integration.
CRM 'More Actions' dropdown IE8
Hi, Today we are not able to access the More Actions drop down box, or any drop down box on the CRM page IE8 is reporting a JavaScript error. I believe a similar issue has reported last month (22nd April) and fixed. Below are the details of the IE8 error Regards Iany Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 6.0; Trident/4.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; MS-RTC LM 8; .NET4.0C; .NET4.0E; InfoPath.3) Timestamp: Wed, 21 May
leads and potentials
Hi, I have an Excursions and Activities Travel Agency. My current sales process goes like this. 1. Customer (individual) fills out info on webform, info gets transferred as a lead. 2. We qualify/verify the lead and email client basic template. 3. Send Followup template if no response by certain amount of days. 4. Confirm the availability of activity that the client wants to book. 5. Send Invoice Quote 6. Verify Payment and Followup 7. Send information over to processing. So the questions that I have
Mass Update: Add or Remove Campaign Needed
Where would be the best place to pick Leads/Contacts and add them to a Campaign? It's the View with: filter criteria search in columns select some records and Mass Update Campaigns are the best collection for planing tactic and strategic actions, in marketing and sales. Tasks could be used too to document tactical actions, but it's not possible to add multiple Leads to one task.
Tax question
Is there a way to set the tax so it calculates automatically from the subtotal?
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