Best way to use leads
How are others using Leads? I have all of my leads imported and would like to track when I send mailers, which campaign I am using, next time I need to follow up, etc. These are all companies that have not shown interest in our service yet, so I hestitate to call them a Potential yet. But it seems I have no way to mass update, and any custom fields I add are not available for filtering in reports or exports. How should I be using leads? How do others handle what I want to do?
Autosend email
Hi I have a question. Is it possible to make a rule to send automatically, for example 1 day before, an email to customer to remind them their appointment? In the email Template, I would like, for sure, the customer name and the appointment date and time is automatically added. Also, I’m curious to know if it’s possible to send text message on mobile phone. I guessed in this case, we need a client that allow to send text message via internet but... I’m curious to know if it has already been done
Little problem with the workflow ?
Hi. I'm wondering to know if Zoho has, sometime, some problem with workflow functions. Let me explain. I have a form from Gravity forms. When someone put his informations on it, it create a contact on zoho and, then, zoho send informations to quickbooks. It was working very well, but today, forms create new contact on Zoho but zoho send nothing to quickbook. To do it, I have to duplicate the contact. It mean, in this case, that when a contact is created from another place (Like a form from Gravity),
Country code issue (phone numbers)
Hi there. I have my JotForm account connected to Zoho CRM. But I realised that the country code get’s cut. Why is that? How can I fix this? Jotform submission 1 including the country code: Jotform submission 2 including the country code: In Zoho CRM the county code is missing:
Potential details disappeared
Hi all, I logged in to Zoho CRM today to find that all details of my Potentials - Stage, Description, etc. - had disappeared. Has anyone else experienced this? I successfully ran a report, so I imagine the data is still there somewhere, and just not displaying. Any ideas? Thanks.
Can we fetch more records through single API call in C# application?
We are fetching data by using 'Zoho API' in our c# application, but we are able to fetch only 200 records in single API call. We are using ''getRecords" Method. We have following doubts 1. Is there any way to fetch more records through single API call? 2. Can we fetch records by applying condition of "Closed Date" of opportunities?
How can I create a recurring record
Hi I would like the CRM to create a new potential record every month automatically and associate it with a member (which is a contact type record). The potentials are recurring payments by the members. These will also act as a history of payments by the member when they are closed. I didn't see anything in custom functions which would potentially allow me to do this but mind you I'm a total beginner with Zoho. Any idea if automatic recurring record creation is possible in Zoho? If not I will figure
potential amount not updating on the stage history
I've noticed for many months that when i go to full edit and save that it does not save the new altered amount on the stage history it doesn't even add a new line. help
New Options in Territory Management and Workflow Automation!
New updates in Zoho CRM this week include potential assignment rule for territories and workflow rule locking. Read on to find out more. Potential assignment rule for territories Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. For example, you have an account called Acme Inc. Two potentials "Web design deal" and "Social media marketing" are associated with it. While you want to categorize
custom fields and calc fields
We created an auto-generated field for Account Number, it won't auto polulate when converting from quote to invoice, for example. We have to do a look-up on the account name and then manually enter it every time. Is there any way that we can make that auto populate? Also, using the copy address function from billing to shipping for example, none of our custom fields are picked up. We had to add a field for second address line as well as contact phone and email fields for both billing and shipping
Products
Would very much like the possibility to list all orders and quotes for specific product.
Writing in block letters
Sometimes I need to write in block letters (adress fields for example). Could we get this option to force writing in block letters in fields parameters ? The option has to be decided fields by fields of course. Thanks
CRM adding as leads
My CRM is automatically adding anyone I send a mail to via the zohomail add on as a lead to the CRM. How can I stop this. Anyone know.?
Custom field not appearing in quotes/invoices
Hi I created custom billing and shipping fields (Billing Street 2, Shipping Street 2) in Accounts, Contacts (Mailing Street 2), Quotes and Invoices modules. It appears that the custom "Shipping Street 2" in the Contacts module is not transferring/appearing on quotes. When creating a quote where is the address being gleaned from, the Accounts Module or the Contacts Module? Thanks for your help!
Is it possible to add a contact via email?
Thought I posted this yesterday, but now I'm not seeing it. Recently set up a shopping cart, that can add people to a mailing list via email. Is there a way to do this in Zoho?
Multiple "Send and Add To Zoho CRM" iterations created in MS Outlook
We've started having a new problem in the past week or so. We added the plugin for MS Outlook and it's been working fine for the past 5 months. Now, a new iteration of "Send and Add To Zoho CRM" is created in the Zoho CRM menu bar every time we create a new email. We've uninstalled and re-installed the plugin, but the problem persists. Has anyone else experienced this issue? If so, were you able to solve it and could you share that resolution? Thanks
Potential page
Hello Zoho, I have a concern with Potential page. After clicking into Create a new Potential, the page should be show the content of that potential instead of the Contact Please research this, I think it will be more convenient. Thanks,
Emails sent and tracking
When trying to determine how many/which emails have been sent by either myself or a mass email program (CRM, I guess), why does Zoho delineate between the two? I would much rather be able to see, and report, on every email I send to monitor success and sales efforts. Any help for the new guy?
Attaching a Lead to an Account
How do attach an established Lead to an Account? Once the Lead becomes a client and an Account is established for the employer of that Lead, how do I connect that Lead to the Account without re-entering all the information?
Do I use potential for each service?
I'm a web designer and I am starting to use Zoho CRM. However, if after I complete the website and that client now wants another website or another service, is that a new potential with the same account?
Contact versus Lead
doltish newbie question I am sure but... I am not clear on the difference between a Lead and a Contact in Zoho CRM. For instance, speaking to a friend, I now want to send him a package of information on what we do (in the ultimate hope that he will either buy or spread the word to others) Is he a Lead or a Contact? Similarly, I am generating a list of Media people to whom I want to send promotional material (in the hopes they will write about it in their magazines). Should I enter them as Leads or
Customizing "Search Results" fields
I was able to customize the fields that appear on the layout of "End Users" tab. However, when searching for a specific name, the "Search Results" DO NOT reflect the customized fields. For example, I have the following fields in a customized layout: End Users Name MLS Short Name Classic User ID InstaView PK ID Email Mobile However, when I search a name in the CRM, the fields that appear are the following: Last Name Email Phone Full Name MLS Code Is there a way to customize the "Search Results" to
Mass emails not sending in Zoho CRM
When I send a mass email to some of my leads the page reloads but no emails are sent. Could someone please look into this? Thanks
How do you handle the <, >, or & chars in xml file before insert?
Hi: During inserting a lead, if my lead item data have <, >, or &, the error msg will show: xml not formatted. For example: <Tasks> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Task Owner"><Scott@zohotest.com></FL> <FL val="Subject">Demo & Call</FL> <FL val="Due Date">11/23/2009</FL> <FL val="SEID">2000000018003</FL> <FL val="SEMODULE">Leads</FL> <FL val="Status">In Progress</FL> <FL val="Priority">Highest</FL> <FL val="Send Notification Email">false</FL> <FL val="Description">Sample
Webforms emails goes to Lead and not the assigned user
This issue started today. All my webforms suddenly started sending the lead (person who submitted the form) the response email instead of the assigned user. Anyone know what's going on?
Tracking and documenting business deals/potentials between two companies
Hello, I work for an organization that has beneficiaries (companies in developing countries which we come alongside) and help them find business and do business with western companies. My question is, is there a way using Zoho CRM that we can record activity between paired companies and track their business deals (as 'potentials' for example)?. I know that a CRM is usually used as a means of tracking and documenting activity between the user of the CRM and outside individual customers/companies.
Is Zoho CRM being pushed out of LinkedIn API's?
I just saw a twitter message from Nutshell CRM announcing that they are being forced to stop integration of API's with LI because "At this time, LinkedIn is not taking on new partners in the Sales category." Nutshell reports that only SalesForce and MS Dynamics CRM are official partners in the Sales Category of LinkedIn. If this is happening to ZohoCRM I would suggest that the users who use LI extensively bombard them with complaints and request continuation of the Zoho CRM relationship with LinkedIn.
LinkedIn Associations
I keep getting "Something is technically wrong" errors when I try to associate contacts to their LinkedIn profiles. It's been happening for more than a week. Anyone else experiencing this? Any timeline for resolving this?
Arranging the dashboard
I've made a dashboard in ZCRM with all the info we currently need but how do I arrange the charts? Right now they're set up in order of creation in the dashboard..
Emailing a contact into Zoho
Is it possible to email a contact into Zoho Contacts? I'm setting up a shopping cart for a client, and would like to connect the two to make it seamless and automated. Is this possible? The shopping cart is WP eStore (https://www.tipsandtricks-hq.com/wordpress-estore-plugin-complete-solution-to-sell-digital-products-from-your-wordpress-blog-securely-1059)
Updating Account Information via CSV Upload
Hello, We have thousands of accounts. For some of those accounts I have a CSV file with additional information that I would like to upload. How can I go about doing this? I would like my upload to add the information to existing accounts, rather than replacing or creating new accounts. Is that possible?
Deleting a task
How do I delete a task I have set up in activities?
Getting a potential name and stage in an account or contact view
When in a contact view, our sales people would like to send emails to some of their contacts according to the potential stage of the account these contacts are related to. The issue is that we cannot get the potential name or status in a lookup field in contact. We once had this feature developed through deluge script by creating potential and stage field in the contact but it is not working any more. Did anyone find a workaround to easily view contacts and potentials in the same view and send them
Having a flash and/or color info in a field for very important info
Sometimes I need to let my team know an important info entered by someone else in zoho CRM. I would need that this info "flash" or blink in the field, the best would be in red color for instance. This may happen for the field contain a specific value that has to be defined (or permanently if easier to develop with rule is that field is not empty). Could you think about it ?
Quotes not saving
New quotes are not saved after pressing save
ATTENTION !! Auto Number No longer Maps - Unbelieveable
I've just off the phone with Zoho. There have removed the ability to map an Auto Number field across the lead,contact,potential and Acoounts. So if you use a unique number generated from a lead, you can no longer carry this through to other modules. We generate many leads which have a unquie number which is their customer and invoice number. We convert about 60% in to contacts and potentials......and it is essential that the same number is carried through. I was told this changed yesterday because
Zoho CRM - Forms - Responsive
Is there any way to have the "Embed" or "Source" embed options be responsive when placed into a website?
Zoho CRM API insertRecord Invoice difficulties
I have spent a good deal of time trying to get insertRecord/Invoice to work through the Zoho CRM API without success. I have been able to make a number of other API transactions successfully, but the invoice insertion is not working. In pursuit of this, I have already: - Read the help pages thoroughly, including the API description, API examples, and field requirements for Accounts, Products, and Invoices. - Reviewed and followed other forum posts relating to invoice insertion. I understand that
Custom View Criteria To Show Current Month Data.
Hi, I need To Get records based on Multiple criteria. As Multiple criteria search is not Supported right now.SO I thought To create a Custom View with always Current Month Data.Suppose,So Custom View should only display THose records which are created in Current month always..But I saw Created Time has many criteria but has nothing to show current month data which is created during current month.Please suggest Me something to handle this situtaiton with custom view Thanks Rahul
what methodlogy does Zoho CRM use for implementation?
i am doing a project on Zoho CRM, i researched about it on web but i couldn't find it. can anyone please answer this.that'll be very helpful. thanks in advance.
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