Upgrade to Yearly Subscription
We have the professional version ($20/month/user) and we pay monthly. Where is the option to upgrade to a Yearly subscription? ARMGroup
Leads are not loading in the CRM when submitting the Leads Form...
Hi, I am having the same problem! The leads don't get posted in the CRM... Here is where the form is http://profitwarrior.ca/forms/lead-capture-form/ and here is the redirection http://profitwarrior.ca I succeded only once and the form never worked again... can you please help? Thanks
Saving mail to different contact.
Think I may have asked this before, but is it possible to save and email to a contact that is not the sender or the receipient? For example saving a Paypal payment receipt that comes from Paypal, to the contact that made the payment. This should be pretty basic, but I think the answer came back last time that it was not possible...or maybe I dreamed it...
WHAT IS THE MEANING OF CRM?
What is the meaning of CRM?
Stage Field - not updating when click edit on Potentials
When I open the Potentials Tab, I can't change the Stage value by clicking "edit" next to it - have to open the full Edit to make the change. However I can change other fields without opening the full edit. Is there a way to change that for Stage?
How to use Zoho CRM remotly?
How to use Zoho CRM remotly? I mean, how can I check the pop up on my boss' tablet? Tks Ilenya
Migrating the Notes when promoting a Lead
Hello all When promoting a Lead to a potential, is there a way to keep the notes that have been placed in the lead? It would be really useful if we can Failing that, after a lead has been promoted, how do you go and review the notes of the "promoted" lead? That way I can manually copy the detail if required. Thanks Gene
How do I add quotas for sales people?
And are there any current user guides for Zoho? The Zoho for Dummies on Amazon is from 2009...
Workflow Rule- Contact Task not applying
I'm trying to set up a rule where a task will come up to send out a birthday card to the contact a week before their birthday. It is not applying the task to the contact if the date of birth needs to be edited. Here's how I set the rule up: 1. Basic Information: Module: Contacts Rule Name: Birthday Card Status: Active 2. Execute On: Create or Edit (for new contacts and the "edit" so I can go back and make existing contacts work) 3. Rule Criteria 1- DOB isn't empty 2- AND DOB is before
Ignore Mandatory field on leads import
Just a suggestion to have an option to tell Zoho to ignore mandatory fields when importing leads so that rows on CSV files with blank fields still are added.
Deleted Quotes
We created a potential and had a quote associated to the potential. The potential was added to an incorrect account so we changed the account name. The potential is now correct however the quote has disappeared, possibly deleted(??). Is there any way of retrieving this quote? Thanks... Ted
stage create times
HI we have put in some existing data in our system and I need to change the modified times of opportunities on some of them. I understand this is unusual but it is effecting our reports. Any help would be much appriciated
Custom View
I need to create some custom views for my date fields, for instance reviews within the next 30days or Birthdays in the next 30 days...I can't seem to find anything in that criteria
Google Apps
We are currently using Google Apps but when I open CRM (logged in at google) it seems like I have a trial subscription, and not my real Google Apps account, wht is happening here?
how to change currency and separate first name and last name
Hi all i need to have USA currency and UK currency in two separate box's but for the life of me i cant work out how to add the USA currency. My last question is when i search for a name on my list i need to search by last name but zoho has added the last name and first name together even though when i add the record i add the first name and last name into two separate fields. Any help would be much appreciated .
Can someone help with CRM trouble shooting consultancy?
We are a small setup, been using the CRM for about 2 months now and want to weed out wasteful methods and get useful tips. Also some bit of training for report generation etc.
How can I see if my scheduled mass email was actually sent?
How do I tell if the mass email I scheduled to be sent was actually sent? When I go into schedule mass emails, I still see the two mass mailings there, and it appears I can still edit them. See attached image. Does this mean they did not go out? When I go to a lead that was on this list, it does not show they were emailed. Any help is appreciated! Lindsay
Potentials Closing This Month
I cannot use the Potentials Closing by this Month for a dashboard component. How can I correct this? This is the error I get "Source Report cannot be a Tabular report" Minko Kissiov
IPAD administrator issue
My ZOHO CRM IPAD app worked perfectly until this week. Now it says " Access Denied, you do not have access to view this Module. Contact your administrator to enable access." I am the admin.. what do I do? I only have the Free ZOHO CRM.
Integerate pbx system to phonebridge
How to integerate a PBX system to zoho phonebridge? As there is Asterisk phonebridge plugin to use zoho crm. I want to create same plugin for my own pbx system. Can you please a tutorial link or pdf to how to create this plugin? Thanks Abhishek
Sicronización con Autoresponder
Tengo una duda. Verán, estoy trabajando con Zoho CRM y Zoho Campaigns. Actualice mi cuenta de Campaigns para poder utilizar la herramienta de autoresponders, en la cual cuando una persona se registra para recibir más información, automáticamente se le envía un correo electrónico. Toda persona que se registra en mi página web, en este formato que menciono, se guarda automaticamente en Zoho CRM, Posibles clientes. Mi duda es, ¿hay alguna manera en la cual se pueda sincronizar esa lista de Posibles
Sales Calls to customer sites
I make a lot of actual visits to customers and potential customers and want to record these, with a call cycle for monthly or bi monthly repeat visits. What is the best way to implement this? I have Accounts and Contacts set up, but how do I record that I have actually visited them? The Sales Call seems to be more about a phone call then an actual on site call. Thanks in advance
I want to add a new user to our group but he already has an individual account
I have a user that I want to add to corporate account - he has been using Zoho for about a year already. I can't add him as his email address is already assigned by Zoho - is there a way to transfer his account into our corporate account?
Jobs Component - Zoho
Hi All, This is my 4th day with this organization and I am, at this point, unfamiliar with Zoho and it's capabilities. Are there other options for taking job order information for Zoho which allow you to search the candidate database for qualified candidates? Any help/advice you can give is greatly appreciated. Nate
Barcode Scanning
Hello, We use Zoho CRM for Inventory Management - is it possible to integrate a 3rd party application that allows us to scan products, which are then automatically updated in Zoho CRM? Does anyone have any experience in implementing this? Which 3rd party application would be suitable? Best, Jen.
Today's converted Leads
Hi, I am working on a application with different zoho account where we have more than 1 Million leads. The team follows the leads using our custom application (all leads are mirrored) and convert the leads in zoho CRM. I want to update the status of the converted leads in website database on the daily basis using API calls /webhooks. I know there is custom view to see the converted leads and I can use it in API. But it will not be possible to fetch the all converted leads everyday and update the
Can't modify any information because error message
You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. This message appear on my CRM Account: You can only VIEW records in this Zoho CRM site. Any other operations which involves ADD, UPDATE or DELETE will NOT WORK. Its a title in red color at the top page. Can you please check this issue?
Web to lead form has stopped working
We have a web to lead form on our website for people interested in becoming customers here that was working perfectly but now has stopped working suddenly. People can fill in their details, but they don't then appear as a lead in the CRM. I'm very concerned about this as we are probably using business. Please help!
Zoho CRM Users & Permissions - Role
I have the free version of Zoho CRM. When I add a new user, it says he is the CEO. I clicked edit, highlighted the word CEO and tried to delete it. The deletion did not take. I clicked on role button and it said I needed to upgrade. I can't have messages going out to prospective customers with him listed as CEO. Please advise.
How I can activate an alert system between users?
I have Admin account and another one of User, since the admin left a note for people who work with the User account in the file for each client, how can I do, to make the User's account notifications reach them from the Admin account every time I leave a note?
Adding users to ZOHO CRM
If I am using the professional version of ZOHO CRM can I add free users to it. The additional users I want to add are not going to be using the features of the professional version so would they need to pay the professional price?
Number of products for the record has exceeded the limit (Error 4489)
I'm receiving this error when creating/updating a sales order: Number of products for the record has exceeded the limit Error nro: 4489 I don't see it listed on the api documentation about error messages. Can someone tell me if there is really a limit in the number of products which can be added to a Sales Order, and what is that limit? Thank you, Pablo.
Physician locums agencies using Zoho?
Does anyone know of any physician locum tenens (temporary placement) agencies who are currently using Zoho? If you are with a locums agency who is staff locums which apps do you use in your current Zoho configuration? Nate
CRM Calendar is not syncing to correct time in Google
Hi, I have my crm time zone set to EDT for Detroit since I live in Kalamazoo, Michigan, USA. My CRM events are syncing to google calendar 3 hours ahead of where they should be. I've tried a couple other EDT options in crm settings and it's still off by at least 2 hours. Please advise Thanks,
No Mail in sent in last 10 days but my Mail canceled due to Exceeding daily limit
Hi, I keep getting a "exceeded daily limit of 250" when i try to send a emails from CRM. Please advise ASAP Thanks, Jonathan
How can we get Account id of a Account in account module
Now i am trying to insert a quotes using xml and curl , in that i have one field by name ACCOUNTID , from where can i get this accountid value. pls help me.
How to add Campaign Source on Web-to-Lead form?
We are planning some advertising campaigns on several different Web sites. We can use the Lead Source field to capture certain information, and we have added several custom fields to our Leads. But I just realized that Campaign Source is not available as one of the fields we can select when using the Web-to-Lead form generator. In fact, while trying to figure this out I also noticed that Campaign Source is not listed on the Lead Settings/Fields List page. But it is shown on the Lead Settings/Edit
Creating Visibility of Lead Approval from web to Home Page?
We would like instant visibility of all the leads that have come in from our web site on our home page so that we can act on them quickly. Is there a way to move the "Lead Approval" which contains a list of all the new leads to the home page somehow? A second question, which I'll post separately, but thought I would mention here - Is there a way to configure an e-mail alert when we have received leads from our web site (even though they are awaiting approval to populate the Leads fields?) Thank
No scheduled activities attached to Account/Contact
I need help please...... I need to find a report that will show all accounts/contacts that do not have an open activity. This is a simple task that elevates data falling through the cracks. Any suggestions on how to do this. I can't believe a CRM does not this functionality!!!
Merge Field Reference Resource
I am requesting to have a maintained, up-to-date resource - as a document, or even a web page / manual page - that details what merge fields are available from what modules and the proper syntax. Having to edit custom templates to find out what is available is not always the best scenario... is there a better way to look-up these fields outside of editing an email?
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