Budgets
Hi - how can set up budgets for 3 divisions in my company so that I can get monitor budget v actual sales performance on regular basis?
Removal of Sharing Leads
I made my leads shared, so anyone in the organization can see them. I like to have that changed so it is not longer the case. How do I do that?
Can we import Accounts to Campaigns?
How do i get to import Accounts to campaigns ? is there any specific setting or is it not possible
Anyone try Mailchimp integration with CRM? Is it better than Campaigns?
Has anyone here try Mailchimp integration with Zoho CRM? I am very unhappy with with Campaigns as well as the integration with Zoho CRM. I would like to do more lead scoring and consistent emails. I love Mailchimp, but am unaware if plugins like Zapier make it work well with CRM.
CRM Integration with Hosted Quickbooks?
Hey there, So I'm hoping to upgrade to the professional version of the CRM so that I can integrate with Quickbooks, but before I do so I want to ensure that the integration will work with a desktop version of Quickbooks that is hosted remotely. Does Zoho support this? Thanks, Trent, Shelby Equipment
Very practical problem
hi there, I have 2 phones in 1 account, phone 1: 123 phone 2: 321 how can I make sure either of these accounts: Account 1: phone 1: 321 phone 2: 123 Account 2: phone 1: 123 phone 2: Account 3: phone 1: 321 phone 2: can't be saved to the system? meaning when you create it, input the phone number, you can't even save it. this is hard. Sephy
Can I customize the contact lookup in Potentials module to include leads?
At our company we're trying to customize zoho CRM to fit us, so we use some things slightly different from the default. When I select "add contact roles" in potentials, I get to the screen "contact roles mapping", and of course when I click on the "contact name lookup" icon a new window pops up for me to choose a contact from. My question is, can I customize the drop down menu in that window to include Leads? It would be really helpful for how we use the potentials module.
Can't Email From CRM App
I have always been able to pull up a contact in the Zoho CRM app, click on their email, and send them an email. Starting today, it says "you do not have permission to send the email. Please contact your administrator to enable 'send email' permission to your account." What administrator are they talking about? How do I fix this?
Stage in potential can't do dependence
Hi there, Stage can't be the Parent field to do the field dependence, this is strange, imagining I would to create a lost reason field, only when you chose Lost in stage, then you should fill in this field. How do deal with this? Thanks.
Add ability to set multiple event reminders
In Google Calendar, I can set an unlimited number of reminders for each event. For example, I might want to set an e-mail reminder a day before the event to remind myself that it will occur the next day, and a pop-up reminder an hour before the event to remind myself to leave for the event (to be clear, the reminder would only state the event; the other information mentioned is going on in my head). Currently, in Zoho CRM, I can set only one reminder for an event. Please add the ability to set multiple
Connect to Zoho CRM / Projects from external website
Hi ! I would like to know if it is possible to give access to Zoho CRM / Zoho Projects from my website. I would ask my client to login first and then use this login to automatically log in Zoho Apps. I've search and read many forums or document but I'm not sure how to proceed. Thank you !
SalesInbox
How does one go about activating SalesInbox?
For the last hours, LOG CALLS create CALLS not linked anymore to a LEAD
i mbased in London so BST time. I was working on the old version of Zoho CRM. I had pop up window to use NEW zoho CRM 2016 i continued working on the old version. i logged a call (being already in one LEAD page). i saved it. and it doesn't appear anymore in the Closed activities. if i make a search i'll see my call in a window called CALLS, but this call is not linked anymore to the LEAD. This morning i've been logging calls and it worked fine, i.e., they appear in CLOSED ACTIVITIES As a test i created
When closing an account the potentials associated to the account should also close automatically.
When we "park" or close an account, we would love that the potentials associated to that account also close automatically or at least give us the option, when closing an account a pop up asks "Close related Potentials". This would be a great addition to the capabilities.
Change Related List Headers
How can I change the headers on the related lists? I would like to rename them so they are not listed as Partner name, Partner list, etc.
auto response rule for Web To Lead (EMAILS nOT WORKING)
I have integrated mine website with Web to lead form and i have used auto response rule for web to lead But when users are submitting the form they are not getting the email .i checked on spam as well . Kindly let me know Asap why email is not coming to users who have submitted the form.
Cannot view email template
I am using the free version of CRM and have added an email template. I was able to test it with success by sending an email with the template to one of my leads. After several tests, i am trying to send the same template to one of my contacts and I am unable to view the template in the dropdown menu. please help
Checking form submissions
Hi, We just set up a new web form under the Contacts module. Where do we go to check form submissions? It's very possible that we did not configure this part correctly. The form is available here: http://www.alvernia.edu/leaders Thank you for any assistance.
Converting leads to contacts
What is the most efficient way to convert a large number of leads to contacts?
edit validation
Is it possible to edit the validation of 'account type' and 'industry' in the free version?
No same value in 2 Potentials
hi there, I have 2 Potentials in 1 Account, and I have a field called sequence, then I need to make sure this field has 2 different value in 2 Potentials. e.g: the first created potential should have 1st in sequence field, and then the second potential only can have other values in this field. thanks!
Sales Order Report or View showing both Account Name and Product
I would like to see a list of Sales Orders, showing both the Account Name and the Products, but so far I can not do this either in Sales Order View or in Sales Order Report. I can get a list of Sales Orders by Account, and I can get a list of Sales Orders by Product, but can't get both in one report. Any ideas?
Can I remove the box outside teh Invoice Template (CRM)?
Hi. I want to know if it´s possible to remove the box (border) that are outside of the Invoice template in Zoho CRM. Thanks
Inside a 'LEAD', inside the 'CLOSED ACTIVITIES' make the description visible (without opening the specific closed activity
The question in the title Inside a 'LEAD', inside the 'CLOSED ACTIVITIES' make the description visible (without opening the specific closed activity When,i open a LEAD, i want without any other action, to be able to see the Description in each activity listed in the CLOSED ACTIVITY (following picture) group. In this picture, i can't see the Description. To see the descrption, i have to open the activity 'Mail to Adrian Pop'. I would like to be able to see the description without having to click
Notifications for All
Hello all, i hope you are fine! We are using Zoho as a basic CRM. Right now when somebody in the organization change a contact informations, only the "owner" of the contact id informed of this change- We would love that everybody in the organization receive a modification whenever a contact or an organization has been modified by one of us. Do you know how i can change the Zoho's settings to have this result? We do thank you for your help! Have a nice day
Advanced CRM activities report
When I look at the advanced CRM analytics reports they all have additional reports, populated with my information except the activities report, this is the report I need! The description says folder contains detailed reports of Tasks, Events and Calls data, but when I click on the folder, nothing shows up. Any suggestions on how to run this report?
Is it possible to edit zoho crm Web Forms input and label styles with our custom css?
Is it possible to edit zoho crm Web Forms input and label styles with our custom css?
Zoho CRM Plus unable to add a new role
I'm trying to find a way to add a new role in Zoho CRM Plus. The guide that is provided by Zoho doesn't get me anywhere. Is there a different process for the "Plus" version compared to the standard version? I have Admin privileges as well.
Is it possible to edit zoho crm Web Forms input and label styles with our custom css?
Is it possible to edit zoho crm Web Forms input and label styles with our custom css?
Contacts with no opportunity associated
Hello, I would like to create an email campaign to reach all my constacts with no opportunity associated. I have got many contacts that have no opportunity yet, and hence, I was asking how could I manage to contact all these targets!! Thank you for your response.
Team with paid and free users?
Hi there, Would it be possible to have a team sharing leads and info, one of the users being a paid user, and the others being free users just for consultation? Thanks!
URGENT: Last Dialogue Time import not recorded, fields remain blank
I'm trying to import last dialogue times for ~2000 prospects. I have followed the exact date/time format as indicated in the import section and have even tried different formats. Nothing works. This is very frustrating as our ~2000 key prospects now lack lack Last Dialogue Times and this has messed up all our reminders. Can someone please help me out? I've already tried called you, livechat and the customer support section. Nothing so far, this is very frustrating!
Territories Dropdown - Can't Select a Territory and Its Subterritories
We have territories and sub-territories set up in our system, but we cannot select a "territory & its sub-territories" in the drop-down fields because you cannot hover over the selection. Big problem for my sales team!! Help us, Zoho.
To-do list
I know that you can create a list view, etc, but I was just thinking it would be nice to have a box you can check or something to basically add an account on the CRM to a to-do list so it'll populate a list you can review and once you're done, remove the check to take it off your list...or check it off your list. Both my boss and I end up leaving several tabs open of accounts that had something to follow up on. That's our reminder to go back to that account for whatever followup. I hope that makes
Do any of the Zoho Apps / Modules CREATE Predefined Projects & Tasks upon conversion?
I am trying to get setup using the full suite of Zoho apps to manage both my sales team and my fulfillment / customer service teams. I am still trying to figure out which apps to use for which part of my business flow and I can't seem to get anyone in sales on the phone to ask but my biggest question is this. If I am planning to use Zoho Campaigns which feeds data to Zoho CRM, Can I set up Zoho CRM or Invoicing or one of the apps so that when a sales rep "converts" a sale, a project is automatically
How to see Cases in related list
Hi i want to see Cases in Related list of the Account table. How to proceed ? Best regards JG
Help me create Auto Login Button on my web page to login to CRM database
Following is the HTML code I have to create a button on my web page that people can auto login to my public database. But the sections are in red I can not find from the source code of the ZOHO CRM LOGIN page, because actual login page is embedded on it with iframe code. Anyone can help me to edit this code that will work on that embedded form that can not be seen on the source code. HTML CODE: <HTML> <HEAD> <TITLE>ZOHO Login</TITLE> <script> function loginForm() { document.myform.action
Need API Access Log
Hello. We are currently using the zoho crm restful api to make new contacts for our customers. The customers get to fill a form and a nodejs script passes the data to the zoho crm, Now while it has been working well, yesterday 24/7/2016 (SEOUL) We received a 400 response. But since this message has no clarification on exactly why this fails I am left in the dark, Is it possible that I can get a log so that I can know what happened? SInce it works most of the time, I feel the problem is not on my
Zoho developer needed - Search API
Project: Build basic website to pull data from Zoho CRM High Level Requirement: We currently have a Zoho CRM account with leads that have information such as name, address, state, Zipcode, phone, photo, etc.. We would like to create a webpage with a search box that pulls in relevant information from Zoho CRM and displays it in a simple way. We are planning on starting this project immediately. If interested, please contact me at muthaiah@paragonprivatehealth.com or at (917)699-9253.
Possible to send a contact a new web form to supply new information?
Hi there, I am capturing leads and contacts in Zoho CRM. After the sale is closed, I would like to send the customer a new web form (through email, eg sending a link) to request for more information. Is this possible in Zoho CRM and if so, how? thanks, Boudewijn
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