Performance Management - Word of the day #98
Accelerate your sales team's productivity with accurate forecasts of potential revenue, and use productivity games to exceed your sales quotas. You can categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Forecasting: Forecast your revenue and assign targets for your team, using key information like deals in the pipeline, quotas achieved during the last fiscal year, and individuals
Web form Hidden Field Showing Unique Values
Hi Zoho Community, My team and I are experiencing something odd with our web forms. To improve our web analytics we have hidden fields in our web forms that tell us what web form the lead fills out. This field and value is pre-defined and hidden as seen below. Now what we are noticing is that some of the leads we are getting are successfully being converted into our lead module, but the values for property Website Web Form are not familiar. For example in the illustration below. Those Website Web
I have 3 user licenses, but 2 shared inboxes Gsuite. How can I configure the CRM with IMAP?
Hello! I have 3 users in Zoho so far, but we only have 2 inboxes in Gsuite because we share inboxes per department (then each one has own alias). I know that there is a limitation of only 1 IMAP account per user on the Zoho CRM + SalesInbox. But now I find that I can not have 2 users connecting through IMAP to the same email address. Why is that? It doesnt make sense, as IMAP can be synced from many devices; why would it be a limitation to have two platforms/users synced with it? Is there a way in
App Spotlight: Mapsly for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. Mapsly for Zoho CRM Mapsly allows users to build optimized routes, draw and assign territories, and find businesses by keywords using large Google Maps. This integration allows you to use Mapsly with your CRM records organized in layers, coupled with a powerful data grid that allows you to filter, view, and edit your data the way you need. Get the extension here Business needs Some business
Read Only Fields
Hello. In the free version it seems the amount and expected revenue fields are read-only.... am I missing something? I would like to be able to add values. Thanks!
SDK-PHP
Hola Tengo un codigo en php que se conecta a CRM para hacer unos insert, pero el problema es que el codigo tiene duracion de 10 minutos, hay forma de generar token que teng apersistencia, que no teng alimite de tiempo, adjunto codigo: function generate_refresh_token () { $ publicación = [ 'código' => '1000.xxxxxxxxxxxxxxxxxxxxxxxxx.xxxxxxxxxxxxxxxxxxxxxxxxx', 'redirect_uri' => 'http://example.com/callbackurl', 'client_id' => '1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx', 'client_secret'
CommandCenter - Word of the day#97
Today's customers can interact with your brand via multiple channels, and go through multiple organic paths before reaching a purchase decision. All this, with the expectation of individual attention along the way. Zoho CRM's CommandCenter helps you provide and keep track of thousands of such personal journeys without compromising on brand experience. CommandCenter allows you to create the customer journey (or other business processes) and add automated condition-based workflows across modules in
How to Auto Populate/Auto Suggest Addresses
Hey, I'm curious if there is a way to have Zoho auto suggest addresses as you're typing addresses. Kind of like how Google Maps will auto suggest ideas of what you may be typing...is there any integration Zoho has that can mimic that same idea?
Zoho CRM calendar sync
I am unable to Sync my i calendar with Zoho CRM calendar , can you please help me out.
Zoho Finance and CRM integration question
I would like to know if it's possible to set up this integration: When a Zoho Finance Invoice status is updated to "Paid" the Stage field on the Zoho CRM Deals module is updated. It would be great to have this kind of integration. Any idea on how to set this up?
Segmentation - Word of the day #96
Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/Up-sell opportunities and execute targeted campaigns to increase engagement, improve retention and deliver better ROI. The most common metric that is used for a post-purchase segmentation is the RFM metric. It evaluates the customers based on the recency, frequency, and monetary values. 1. Recency - When was the last time they purchased? 2. Frequency - How frequently did they purchase? 3. Monetary
Default Wizard
Guys, Maybe I am missing this - but is there a way to set the a wizard as the default interface? It seems now that the only way to get to the wizard is to select it under layout. I would really like to be able to present the wizard screen by default for a specific role/object to the user - so no other steps are needed to get to it. Is this possible? jv
365 uploading emails to CRM
So, I would like to know if there is a way (a better way, we have tried the Nokia Lumia emulator plugin, its terrible) to be able to put selected 365 emails into CRM. So far it seems no, and I don't think I am going to get our IT department to allow us to open up our servers to Zoho, so a plugin or connector would be nice, however last time we tried with the Outlook plugin it was uploading internal emails which we deemed a privacy risk.
Wizard Configuration
When creating the wizard, there is a page title and a segment title; which makes me believe there is the ability to add additional segments (or at least looks that way). But if there is the ability to add additional segments to a page, I'm not finding the way to do it so wondering if someone could point me in the right direction?
Leads using Blueprint
On a specific group of leads I want my sales team to make 3 calls before calling it done. Do I have to have a stage for each attempt when setting up a blueprint?
Sort contacts by Account type?
Hello, does anybody know, how do I sort my Contacts by Account types in CRM? I do not see that field in custom views for contacts. Thanks for your help in advance.
accounts with many locations
what are best practices for managing Accounts with many locations, e.g. franchises? Some customers are billed at headquarters and others are billed individually. - the Account Parent field supports the Parent Child Hierarchical Relationship. What is the best way to generate a drill down report of Account and their locations. Some users I noticed created a Custom Module, e.g. establishments. Is there a good business case for creating duplicate data and structures which could complicate Creator
Volunteer Hours in CRM?
Wondering if any other non-profits have used Zoho to record volunteer hours? And if so, how did it work? Did you use a form from Creator to let volunteers record hours? Something else? How did you report on the hours?
Email sync for all portal users
Hi, The funcionality of gathering all emails in a client CRM page is perfect but there is a huge problem. I have allready speak with Zoho support about this A company has not only persons - users of zoho but also emails for departments and alias etc etc. I need to be able to see all the communication from my company to a client. This means that should be a way to sync all emails, not only zoho use emails. i use for example Accounting@myorg.com cuctomercare@myorg.com and many others. How should we
Lost Lead details when converted to contact by accident? How to get back details?
Had a Lead, entered details converted to contact now the details are gone? Where did the details go?
Function-16: Send automatic updates on deal progression by stage to all the Contact Roles
Welcome back everyone! Last week, we learnt how to notify task owners when the ownership is changed. This week, let's look at a custom function lets you send automatic updates on deal progression by stage to all the Contact Roles Business scenario: The Deals module in Zoho CRM is designed to associate only one Contact per deal. Very often, B2B sales require touching upon multiple stakeholders, and the person you engage with need not be the decision maker. It is essential to keep track of all the
Auto-number Field - Word of the day #95
In the Zoho CRM module layout, the 'Auto-number' field enables you to associate a sequential numeric value to each entry your users submit through your layout form. The number held by this field is automatically assigned immediately after your users submit an entry in the module, thus the auto number is a field for which your users cannot enter an input. Here's a knowledge-base article on how to create an Auto-number field. Previous 'Word of the Day': Super Admin Next 'Word of the Day': Segmentation
How to link a Lead from a Google Ads Campaign to a Campaign in Zoho CRM
We configured the integration between Google Ads and Zoho CRM. The campaigns from Google Ads are automatically created in Zoho CRM, but we Leads are not being linked to the Campaign automatically. Does this integration support automatically linking the Lead to the Campaign record within Zoho CRM?
App Spotlight: GST Plus Leads Extension for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. GST Plus Leads Extension for Zoho CRM Enable your sales and marketing teams to validate the GST identification number of a business or company from Zoho CRM. Filter leads by business type, identify which promotion campaigns are suitable for them, and improve their ROI. Get the extension here Business needs Determining which potential leads are serious customers. Separating
Authorization to api 2.0 via C#
Hello, I get my access token and look it like: 1000.5d4d69ddff7ad0a6c08e6189237c77a3.8w4e28634ae391ab75ghd9b81c444c5 But in guide this token is shorter: Authorization: Zoho-oauthtoken 8133e286d4ae391ab755dd9b81c444c5. So i need cut something from my? Oh how it use in my C# code: var request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/accounts"); request.Method = "GET"; request.Headers.Add("Authorization", "Zoho-oauthtoken " + access_token); //request.Headers[Authorization]
Want to send out bespoke quotations, but having problems getting the product description from the quote to show in the template.
We have built bespoke e mail layouts to send to our customers, as e mail layouts and not inventory. All is ok; we are able to add the customer name, price, delivery etc etc, quotation no, but we cannot get the product description to carry over to the template. When you look at the quote, it says product name there, but when you look at the fields that can be added to the drop down list, there is no product name available. I have not built the templates , but am just trying to add the customization,
Zoho CRM Contact Info Extractor
What happened to this extension for Chrome?
Zoho CRM reports module - including Many to one field where the "many" value is 0.
So I'm trying to devise a way for our people to keep easy track of the clients they make calls with. The background is this: Primary module: Temporary Clients (1) Related module: Client Calls. (Many) 1 client can have many client calls logged for them - so that's the 1 to many relationship. What I'm trying to do is: Create a report that shows the list of all temporary clients alongside the calls logged with them, in the same view. So the call history of all clients is easily visible, and the clients
Tracking Staff Augmentation Deals
Has anyone had success using Zoho for pure bodyshopping / staff augmentation type deals? Essentially deals where you a placing multiple resources, but one or two at a time, on an account. Each resource has his/her own bill rate and revenue stream and each resource has his/her on assignment end date. So I'm not sure if you think of each placement of a consultant as a unique win with a discrete sales lifecycle and tracking. Or is there some way to think of each placement as an installment on one
Custom quote template issues
Hello, I have an issue with my custom quote template that it is only showing the first product in a quote that has multiple quotes. Is there something else that needs to be added to allow the template to show multiple products? Also, there is no option that displays a link to insert the product description into my template. I even tried copying ${Quotes.Product Description} from the zoho template, and it still wont display that info. Any help would be greatly appreciated! Thanks
Newline not being read
Here is my Code. Not sure what is going wrong here. The newlines are not being read into the send mail task. entry = "Type: " + name + "\nDescription: " + desc + "\nNote: " + outbound + "\n"; if ( table.len() + entry.len() < 5000 ) { table = table + entry; } else { table2 = table2 + entry; } } sendmail [ from : zoho.adminuserid to : "placeholder" subject: "Conditions for Borrower" message : "Your loan has been approved.\n\n These are the conditions required:\n"+table+table2 ]
Building a claim module with limited fields
Hi, I'm building a customer claim module in CRM, to allow my colleague to record product returns from our customer. I came to this solution from the requirements. However I'm currently stuck with the number of fields allowed per record in a subform (max 8 fields, where we need 12). I'm still looking at other ways to do that. If you have any idea, you are welcome. - a claim is composed of a document (PDF) listing a header (5 fields) and a number of product claimed. - each claimed product has it's
Embedded Email Response Solution?
Does anyone know of a solution for this: I want to send an email asking subcontractors for a response on an invitation to bid. Is there a 'plugin' (Solution) we can embed in the email so they can click on and we will receive their reply as a returned email?: 'Yes - We Will Submit' 'No - We Will Not Submit' 'Unsure At This Time' Thanks! Bobby
intergration between ZOHO Support and 3CX Phone
Hello, does anybody know if there is a connection possible between ZOHO Support and 3CX Phone. I want ZOHO Support to be able to recognize the caller from 3CX Phone, so when necessary a ticket is automatically created with the correct personal data, which is known in ZOHO Support. Thanks in advance. Martin
Updates to Functions and the Activities Module
Hi everyone! This post is to inform you of the following enhancements we have made to our Developer Space. 1. Functions a. Request object binding b. Update in argument mapping for CRM variables 2. Buttons a. Creating buttons in the Activities module's View page b. Accessing the users' location through buttons in mobiles 1.a. Request object binding We have introduced an object called Request in the argument mapping section of functions that are associated with buttons and custom
Tracking if a contact has opened an email in Zoho CRM?
Is this functionality available in Zoho CRM? http://www.salesforcegeneral.com/tracking-html-email-salesforce/ It is supported in Salesforce and is critical to us if we want to migrate all of our sales reps from Salesforce to Zoho CRM. To summarize, we need the ability to: 1) Send an email to a contact from the CRM 2) Track that the email was sent in the CRM 3) Be able to see (from the CRM) if the contact has opened the email or not I know Zoho CRM can do (1) and (2), but I do not see that
Attach Outlook eMail to opportunity
Hi, In order to centralize all of the opportunities information, I need attach eMails from Outlook to Opportunities on Zoho, but by default the eMails are attach to the contacts. How can I solve this issue? Thanks
Multiple organizations and deep linking feature (for multiple organizations) is now available in the CRM mobile app
With the Multi-organization feature, you will now be able to easily switch between the Orgs from the mobile app without having to log out of the app and log in to the other org. If you are a part of multiple organizations with the same email address, all the Orgs will be listed in the 'Choose an Organization' list in the CRM mobile app Settings. You can choose a particular org to switch to the desired org. You can switch between the organizations in the mobile app by following the steps below:
Zoho CRM web form Referred By field
Hi, I have a form on a wordpress site with First Name, Last Name, Email, Phone, Lead Source and Type, which successfuly creates a Lead. Is there a way to populate the Referred By field?
Group - Word of the day #93
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records. You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as Product
Next Page