When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields: Amount Closing Date Stage Reason for Loss I want to create custom categories and...
I want to be able to automatically sync the tasks in my CRM with Google Apps tasks. I know you can export tasks but I have numerous workflow automations set up that create tas...
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 o...
Appointment Booking App Integration with CRM Campaign Module : Campaigns Management : This allows you to plan & keep track of the campaigns in your Zoho CRM account. This incl...
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible on...
it would be great if Zoho can make an improvement to their IMAP Outlook 365 solution whereby, when a user's outlook account is deleted, the emails that were synced from that a...
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then th...
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
Need to have tasks sync with office 365 calendar just like events. This is one of the biggest request we get from users. Tasks are nice because they have a completed or not st...
Hi everyone, It's Thursday again and I am back with a cool tip today on creating Macros. As sales reps, you meet customers every day. And after every visit, you do a set o...
It's Wednesday and we've got a simple yet effective hack for you. Search is one of the most widely used tools in Zoho CRM. Zoho CRM's global search allows you to query acros...
Hello everyone! Workflows in Zoho CRM lets you automate routine processes thereby allowing your sales team to focus on the most important thing, closing more sales optimally. ...
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