Upgrade from Old Pro to New Pro
I have ZOHO CRM OLD Professional and I want to upgrade to the new professional. But I cant seem to find out anywhere how to do it? Can someone please help. I need to get webhooks working as soon as possible.
Web to Contact Form
We are a research organisation and every two months we hold events where our contacts are emailed about it in advance and they have to register to attend it. In web to contact form, I find it pointless that an already existing contact has to re-enter all the information again althought the information already exists in the contacts of CRM. A more efficient way will be: 1. Contact only enter email address on the form and clicks on 'Verify' button. 2. If contact exists in CRM i.e. if similar
Prospect - not able to edit the Stage
Help! I have set these fields up on my prospects. All fields show the edit button when you hover over the end of the field. Stage shows the edit, but on selection absolutely nothing happens! I have looked at settings and cannot see any reason why this would be.....anyone got any ideas??
Is API use limited to one third party connection?
Hello, I'm trying to connect two separate instances of a booking application to one Zoho CRM account, and it's working fine with one, but not the other. I've attempted setting it up using both the same Zoho CRM API key and separate API keys, yet still only one of the two booking accounts was integrating with Zoho. Does Zoho somehow limit the use one API to only a singular third party connection. Any insights / suggestions would be greatly appreciated. Thanks, Josh
Lead replied to email -- but it's not showing in Zoho CRM
Hi, folks, I just set up a Zoho CRM account and sent my first email to a lead via Zoho. Good news! The lead replied to me right away asking to set up an appointment. Bad news! This showed up in my GMail inbox...but not in Zoho. I have a Google Apps email account with my organization. When I signed up for an account, I did not sign in with the federated sign in, I just created a new account with my email address and a password I created. How can I get a lead's reply emails to show up under
How to relate contacts to many different medias?
I've been looking out how to relate a contact to many different enterprises (Media) and i couldn't find out how. Is that possible? Thank you.
Trying to use ${Accounts.Parent Account}
When customizing an invoice, I try to add a field - ${Accounts.Parent Account}, but it doesn't seem to display anything. needless to say that the actual account has a parent account set. Can anyone advise?
Zoho for Commission Tracking
Hi, We are looking to utilize Zoho CRM for tracking commissions for our sales agents, we'll be importing transactions (sales) from a 3rd party System. Can Zoho CRM be used for this ? and do we need a special plugin for it? Regards, Cal
Help required
I have stared using Zoho within a business, I have a sales team that now have to input their contacts, leads, and potentials.We are starting from scratch, as we enter potential information we also have to enter as a new contact so we in fact have to enter the customers data twice one in potentials the other in contacts. Is there a way of auto filling in client details that are entered into potentials, that would then automatically complete details in contacts? Also if I have a quote form that has
Inherited Address
Hi, It seems intuitive to me that if I create an account with an address then all contacts who are associated with that account should inherit that address. Is this possible? Cheers
Multiplying Probability against a $ value
I have tried determining effective revenue by using the custom formula Chance of revenue = (probability/100) x deal value This calculates but I expected that by then changing the stage, the probability would change and in turn my chance of revenue value would as well Clearly the change in stage does not flow through to the formula as the returned value does not change Any suggestions? (I am using a formula to do this rather than the default fields as I am using a pick list to generate deal amount)
Pulling Data from FlexMLS.com into ZohoCRM
The local Multiple Listing Service (MLS), found atwww.FlexMLS.com, contains all real estate listings in our area. We use ZohoCRM to market to expiring listings. We'd like to pull live data from FlexMLS.com into ZohoCRM automatically. What is the cleanest and least expensive way to do this? Should I be hiring an API programmer? Also do you have any templates already out there that can adapted rather than recreated from scratch? I understand the Zoho API FAQ is here: https://www.zoho.com/crm/help/api/
What is the best way to "restart" Zoho CRM?
We are looking at taking the data we have and restarting our software, essentially from scratch. We have created new processes within the business and are needing to find the simplest way to export and import data. Here is the catch: All of our "Leads" were entered as Accounts and we are wanting to take those "accounts" we have deemed to actually be "Leads" and import them as such. However, there are fields under Leads that do not have a relative field in Accounts. Is there a easy way to take
Lead information not able to be seen by new Zoho user
Hello, we just added a third user to our Zoho environment. That new user is not able to see the lead's information even if he has acces to all the same things than the other 2 users. What should I verify to solve that problem? Thanks
Why am I seeing Closed or Lost to Competition?
I'm trying to view and understand what my active and potential sales leads are, and even when we convert to "Closed" or "Lost to Competition" they are still showing up in the All Potentials view - how do I fix this? Thanks, Scott
Email Integration with CRM
Is there a workaround we can use (wither with Outlook or Zoho Mail) to assign emails to contacts in Zoho CRM?
Zoho CRM Mixed Editions
Is it possible to integrate mixed editions of Zoho CRM just by one time configuration, no more importing of data or regular manual intervention? For example, in a company some users are limited to modules that are found in the free edition while others should have all the modules present in their Zoho CRM.
Social Tab
I cannot find the "social" tab on my account? Where is it?
Completed calls still show up in Open Tasks list.
We track our phone calls as they come in or as we call our customers. After the calls are completed they continue to show in the Open Tasks list indefinitely. What is the proper way to remove calls from the Open Task list? Thank you.
Request from external sales rep
Today we are receiving information through emails from our external sales reps. to prepare pricing proposal. We return a PDF with all the product and pricing information. What could be the best way to manage this in Zoho without having to buy additional licences for all my external reps (50). Is it through the case management system or quote maybe.
import problem
hello together, I imported our complete client and contact list from excel (we worked with another CRM). at first I imported the client data then I imported the contacts because I can't do it in one step. the problem is that we have up to 10 clients with the same name. and now the second import of the contacts of the clients goes wrong because the contacts didn't match correctly. I found in one client all the contacts from the other clients. now my question: is there any possibility to match them
Looking at all my files.
How do I look at every single one of my accounts and leads by searching. Can I search somewhere to see only those pertaining to me?
Change name of Closing date Field
I am in the financial services business and would like to change the field "Closing date" to be "Loan Approved". This is a more accurate description for our process seeing as our loans don't close until construction is complete. Our main focus is tracking loan approvals, and I don't want our loan officers to be confused in trying to figure out the closing date.
CRM Web Integration
What can be done to allow other modules of Zoho CRM like Potentials, in Web Integration? The idea is to be able to enter as much information through the website without signing in to Zoho CRM. The website includes other non-Zoho functionalities.
Viewing all customers with active projects
We are using Zoho CRM & Projects. Is it possible to make a view that shows me all customers that have an ongoing project? If so how, if not pls add this function it's essential to follow up on active customers... thanks! Karel Smeets Mediatastisch.nl
Product category is broken
I've made my own product categories and placed my products across all of them but they do not show up in any report or dashboard. ZCRM puts all of the products in 1 unnamed categorie and doenst register the others..
Are emails going through?
I have sent a number of individual emails to leads from within Zoho CRM. Each email uses my email address. There are a few emails that I believe are wrong but went ahead and sent anyway and never received a notice that they are wrong like you would get if you emailed from your email program. I then did completely wrong email from my domain to confirm they are not coming back. My question then is how do I know if any of these emails actually made it to the lead? Shawn
Create a status history
Hello I explain you what I want to do, it's really important for my compagny : Each lead have a "lead status" in a module lead, such as -Interested lead -Waiting lead -Closed lead When I modify the lead status, I need to record somewhere this change, into a module that I will create for example. In this new module, it would display like this : 12/11/2013 | Closed lead | 'Compangy' 03/12/2013 | Waiting lead | 'Compagny' 10/12/2013 | Interested lead | 'Compagny' It will allow me to check out status
How to auto create "event" when a custom "Task Status" and "Scheduled Date" is met.
The paper on how to create a custom functions in creator is not as easy as the paper work says. I need to create a custom function to work when a "custom task status" is met to automate a create "event" function based on a custom "scheduled date" field. This needs to be seen in the calendar for or dispatch and scheduling needs. This function alone will allow us to see the benefit in paying yearly for our enterprise edition to this software otherwise we do not see the benefit of custom functions
Can a web-to-lead form be split into separate pages?
I am currently building a Lead Generation form which requires more input fields than can be comfortably displayed on one page. Is it possible to have a 'next' page or panel segmentation within the form? I am using Joomla 3.2 Many thanks
Exporting zCRM Audit Log creates a .do file extension instead of a .csv.
Anyone else having this happen? ...why did we change the CSV? Can I get a CSV file again...when I do a rename and change the file extension to .csv it just doesn't come out as good as before. Don't fix it if its not broken. Thanks, Jayson
Leads limit reached
Free edition provides 1000 records, however I have only 150 leads in my account , still I get the message : Sorry,you have reached the maximum limit in your current edition Can you please let me know why Thanks
Inputing a phone number into the contact field
I'm looking to move forward with a subscription but I have been running into a lot of issues. The one that frustates me the most is an error appearing as I'm not inputting my contacts phone number in correctly. I've tried taking out the dashes, adding the dashes, whatever can get it to save. I've just been my contacts phone numbers in the description. Any help?
Calendar appointments
How do I book appointments that don't fall on the default half-hour? I've tried editing the time in the drop-down box but it will only accept half-hour start or finish.
New Modules Seriously Limited
Please let me know if any of the following items have been updated yet? 1 - New modules doesn't associate available contacts with account if you attach an account to a record in the module 2 - If you create a new module and add a record and create associated tasks...and clone the record..the tasks don't get cloned...serious drawback to modules. Thanks in advance! cori
Suggestion
Would love if when you go to a page whether it is account, potential, contact, cases, etc that you had an image to help you easily identify what section you are in, e..g building for account, person for a contact page etc. Sometimes the account and potential can be very similar to look at as well as the layouts being similar across all screens. An image at the top would immediately identify where you are without having to look at the main bar. Even better if you set your own! Cheers Marc
Lead import errors
I'm getting error trying to import .xls and .csv "Cannot be more then 200 rows". So I chopped the load in half, the first w/ 199 loaded fine. The second creates error "Cannot be more than 22 rows". Could use a little help figuring out why the number of rows appears to be so random. Thanks in Adance
Selecting a delivery address
Hi there, I sell physical products- architectural materials. A contractor (eg. John Smith at ABC Contractors) will contact me and place an order, and ask me to deliver the product to the factory he uses (eg; Joe Bloggs Factory). In this sort of situation, how do I specify the delivery address in the Sales Order (or in the Quotation).? At the moment, I have to copy and paste and enter the details manually. Is there a way to add a contact look-up field, which will fill in the contact's name, the company
Importing Leads
When I go into import my leads i am asked to map my leads but it only offers me column 1.... Before it offered me several columns but now i cannot import them because i cant map the tabs please help
Working with Quotes, Invoices, Products and Price Books.
Hi, We have recently started using Zoho CRM for our quoting and invoicing. This has meant setting up all of our products and prices. I have found this to be a workable solution for the most part, in particular being able to use custom fields and being able to completely format the invoice/quote which is issued via html is fantastic. I do have a couple of suggestions/requests for your future development considerations: In the product section of invoices and quotes. It would be great if, like
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