Hello, I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the intern...
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not get...
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes ...
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the r...
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 t...
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address fi...
Task have this option already. Complete a Task and immediately, the user sees a link to create another follow-up Task. I recommend a similar feature be offered for Calls.
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an S...
We are up with the hack for this week. All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by addi...
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in C...
I need to send a campaign to new leads from the CRM every two weeks. What's the easiest way to set up the auto rule to pick up new leads every two weeks to automatically email...
Hello, in Zoho CRM, is it possible to only let users "convert" leads when the Rating equals "Qualified" or certain fields are not left blank? I would like to enforce that a Le...
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I ...
The Zoho CRM panel in Outlook, all the hyperlinks to Accounts/Contacts/Deals/etc... will only open in Internet Explorer, even though Chrome is my default browser. Is there any...
Looking for help setting up reminders to contact contacts by customer type. Thinking home screen would have a new list every day of 10 contacts or so to touch base with....a ...
Hi, Is there a way to create a report that shows deals created by rep this month vs last month? Same for deals. I am trying to add it to a dashboard. If I can actually create ...
Zia is an AI-driven sales assistant for Zoho CRM. Zia optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predic...