Is there a way to track sent emails (outside of setting up a campaign)?
Im on a trial with ZOHO, and just about to make my decision to go with it for our sales team. One feature that appears missing, but is CRITICAL for us is the ability to tracked emails sent inside the CRM (outside of the campaigns feature). Is this something that is available? Frankly, it is a feature with a host of other CRMs, including Agile CRM, which we are considering switching away from, but this is a must have feature for our 15 sales reps.
Modificación de correo
Buen Día, Agradezco indicarme por donde puedo cambiar un correo electrónico asociado a nuestras licencias. El correo que quiero modificar es mcortes@sysdatec.com
Where / How do I download the Outloo, Plugin for ZOHO CRM?
I see lots of "how to" instructions in the help section, but unfortunately nowhere to actually download the plugin. Thanks!
How to work with multiple currencies?
I sell products in Brazilian Reais (BRL) and in US Dollars (USD). How can I use both on the potential revenue if this only accept one currency?
Customize or add new fields
I am trying to customize fields and add new ones in the leads group. It says I need to have admin permission to do so but im the only user and my profile says i am the admin.
Undelete a Report
Is it possible to undelete a report, some how zoho deleted one just now when i was selecting to go to another record contained in this report.
OLD PROFESSIONAL
What does this mean? I can no longer see what are the details of this plan. How many records can be stored in my crm now? is it the same with STANDARD which is 100k?
Leads states: The view you are trying to access is not available
When trying to view leads from the leads tab, I am getting the error outlined above. See attached screenshot. I can still access individual leads if I search where they can be edited, updated, managed. But I am unable to view any lists at all, including out of the box or custom build views.
Old Professional vs. New Professional
Hello, My company is currently signed up for CRM under the "Old Professional" plan. We have maxed out at creating 60 custom fields for the potentials module (see attached). If we upgrade to "New Professional", what are the key differences and most importantly, would that allow us to create more than 60 fields in potentials?
how can I give users acces to Synchronize Zoho & Goggle calendar
Hello, I am the adminstrator and i have no problem to synchronize my zoho events with google calendar. But it seems to be impossible for users. I can't undestand why. User profile are ok for Sync with Google Calendar (I have cheked). But when users clic on Google apps, calendar, the system tell them " Insufficient Privileges to perform this operation. Contact your Administrator." I have been seraching for a solution on guides, forum etc... but didn't find anything. Could you please help me? Thanks
Can only "some" users in an organization be upgraded?
We have a sales force that will need to be on the "Pro" version of Zoho, but most admin staff are fine on the standard free version. Can I have sales staff on the "Pro" version, while the balance of the staff use the free version? That way everyone has the same database for contact information, but the sales people and their managers have more functionality in the "Pro" version.
How do you include both a business and home address for the same contact?
How do you include both a business and home address for the same contact?
Forecast Not responding
I have set the forecast for the month, and issued them to the reps. I can see there potential but when they close and won, it does not update the acheived module, even after pushing refresh. any ideas??
Associating Calls with Activities
I need to link the recorded call log with the activities in a report. I can link them in the Activities tab w/ a custom view, but I need to be able to aggregate the data in a report. Selecting Calls as first module does not let me select activities as related module.
How To Segregate Your Tasks By "Leads vs Accounts"
Hi Everyone, Very nice to see there is an active Zoho community. I have a pretty simple question for anyone here who can help. Is there a way to seperate your open activities by those which relate to "accounts" and those which relate to "leads." I'm not seeing an option to do this and would appreciate any help someone could provide. Thank You, Max Ringelheim
Mail Merge - Address Label Template
Hi, I cannot believe how difficult it is to set-up simple mail merge functionality in Zoho CRM. I have looked at the forum and have found people having lots of issues so I have a very simple question: Does anyone actually have a Mail Merge template, that produces address labels and can be uploaded and utilised in Zoho without the need to export data, or use Word plug-ins? If so, is there any chance you could share it with me, please. I am able to export data, and use this to create mail merge labels.
Loading several leads with excel
Hi, I would want to know if it's posible to load several leads to zoho simultaneously using some kind of file like excel, because loading them one by one filling the form is very slow. Thanks in advance
Match a Lead into and account
A new lead is created in Zoho whenever someone places a lead form in our website. How can I assign that lead to a new account?
The Create Response does not return CRMID
Hi, I have a solution which writes in ZOHO Sales Orders entity in packages for 100 records in package. Sometimes the solution does not receive the CRMID of the created record in the package but the record is created on ZOHO. I use the option &version=4 Best regards Tomaz
How to change Industrie
How can I change the list of industries?
Map Fields
Now I am really confused. I wrote in another post that I need info from the accounts tab to be the criteria for the contacts tab in doing views and reports to email. (Emailing Contacts based upon Account criteria) There apparently is no real solution to that issue. SO I DECIDED TO TRY A NEW APPROACH - I created matching fields in leads/contacts/accounts and "MAPPED" them. I was under the impression that when you changed one all the others would follow. I tested this to be UNTRUE. I need all fields
How to apply IP restrictions for all users in Zoho Crm?
I want to block all users from accessing CRM outside the organisation. How can i control IP restrictions for all users from super admin account in Zoho CRM. i can see that there is a ip restriction option in accounts.zoho.com but it can be updated by every individual users as well. I need a global setting applied to every user. regards, Anurag
Collect IP address from web form
Hi Guys, I REALLY NEED THIS! My site is being hit by spammers that complete my forms with their junk and I want to block their IP address. In other posts, I'm told "it's easy, just google a bit of PHP or Javascript". Please. If it is that easy, just give me a bit of code I can plug in? If it makes it easier, just tell me how I can map their IP address to say, the Fax number field? Thanks! Ian
Hidden fields
When creating a web form to place on my Wordpress site, the hidden fields I have included, are not showing up in the script for the form. I am being required to add these fields manually. Is anyone else having this problem? Does anyone have a solution they can suggest?
Search engine does not execute
for some reason today the search engine on the right hand side of the screen is not responding. I tried in safari and in chrome for mac with no results.
Can the Zoho calendar have eash user colored so you can differentiate between different appointments?
I have a very small client who is looking to use Zoho for their grooming business. They have two users, and would like to have different colors in the calendar for each person so they can tell who has open time much easier.
New Task will not published to Calendar
I create a New Task from Activities page and I can't see the Task that I create on the calendar. Why?
Integration with LiveChat
For a significant number of customers we need an integration with LiveChat. I noticed only Salesforce and SugarCRM are listed in their CRM integration program. Do you have any plans to integrate with LiveChat? Are their other ways to have a satisfied integration?
Can't set access permission for fields
I am trying to set access permission for fields. If I go to Setup --> Users & Permissions, there's nothing that let's me go further with Permissions. There's no Fields and Links Permissions link or any other link. How do I set access and visibility permissions for different fields. Thanks.
Events calendar feed of Calendar on Mac
We are attempting to setup and test Zoho CRM, but having an issue with the calendar feed. All of the other CRM's we have tested have a Subscribe link to copy can paste into Apple Calendar. I can't find any such link in Zoho. Please advise.
Automate
I want to automate the lead management flow coming from my online marketing campaigns on Zoho - is there a way to do this without data loss?
One of our users cant view any of the records loaded into the system
Can anyone help? We have loaded a very small amount of data to test with but one of our users can't view it. He is being asked to create a 'lead' 'account' or 'potential' or import. However this user has a different role than the others but i cant clearly see an area, box or button that doesnt allow him access to the records created. Thank you for looking
Exporting
I would like to export 5 Zoho fields out to an Excel file. Company name First name email address Products Lead status How can I do this easily? Thanks
Zoho Mail
I am using the Free edition of Zoho CRM. I have set up my company email in Zoho mail also. How do I have CRM check my emails so I can assign them to a lead or contact? I have followed these instructions: How do I configure my company or personal email account inside CRM? When you configure the Mail Add-on feature in Zoho CRM, by default, the Zoho mail account is configured. This means that in your CRM account, the Email tab will display Zoho Mailbox. However, when you send emails to your leads or
Google Coordinate integration
Hello, we are using Google Coordinate (part of Google My Maps) for assign works or meeting to our agents on the road. It would be very useful to integrate this platform with "Event" for leads and Contacts.
ZOHO delete iframe when sending email form Lead mass email
Dear all, I embed a google form in email to send to my leads. The google form display correctly in compose windows, but, when it's displayed when my lead receive email. Maybe zoho delete iframe code when sending email. Could you mind helping me? Regards, Lam
Integrate the zoho CRM with android app
hello, i want to connect android app with zoho CRM api, plzz help me. thank you.
zoho crm contextual gadget for gmail - can it be used with personal account
hi all, with the zoho crm contextual gadget for gmail, can it be used with a personal Gmail account? i had a look at the instructions to enable it, and it references the Google Apps for Business screens. I currently have my work email address forwarded to my personal Gmail account, and would like to see if I can use it in this Gmail account. Regards, David
Email Settings Missing
I'm trying to get Zoho mail to integrate with Zoho CRM but when I go to Setup, Personal Settings, Email Settings are missing. Any suggestions?
IMAP Integrating Archived Emails
Maybe this has already been suggested - but I would like to see the new IMAP feature in Zoho CRM pull from "All Mail" instead of just the Inbox and Sent Messages of my email client. After communicating with a client, I usually archive the email so my inbox doesn't get cluttered. Unfortunately, Zoho CRM does not pull in emails from the Archived section, and these emails don't show up in Zoho. I've developed a work around, but this seems like a development no-brainer to pull from the "All Mail" portion
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