Mass update to approve Leads
Hi, I'm a software developer, just getting to grips with ZC :) I need to figure a way for my users to 'Convert' Leads (into Contacts) without having to go into each Lead and convert it individually - The Macro or Mass update from a Leads view doesn't appear to have a 'Convert' option - I couldn't see any Deluge functions that might do it Any suggestions or pointers will be gratefully received Sb
Add Collaborator to Task / Sales Deal
Hello, I might have missed it but is there a way to add a collaborator (one of my users) to a task I need to complete or to a sales deal that I am working on? There for they will be able to view all of the information that I see for the specific task or deal. Please let me know. Thanks, Daniel
Zoho CRM Plugin for Microsoft Outlook (Windows) Now Automatically Synchronizes Event Attendees!
Zoho CRM Plugin for Microsoft Outlook (Windows) now automatically synchronizes Event attendees from Microsoft Outlook to Zoho CRM. When you create an event with attendees in Microsoft Outlook and synchronize it with Zoho CRM, the attendees are now automatically included as participants in Zoho CRM upon synchronization. In Zoho CRM, they are associated to the event as contacts, leads or Zoho CRM users, as the case may be. In case they are not any of these, the email address of the attendees will be
how to create lead through web hook?
i am getting this failure message 01:44 PM Lead Create Auto Create Lead in Creator kumar Leads HTTP Response - 404 please can any body help me to rectify that error. my url is:https://creator.zoho.com/api/xml/syedakram/practice-test/GenerateLead/Leads/add
When viewing an Account, I can view the email, phone, mobile, and fax of the associated Contacts, but not their Title - Why?
As the title says, when I looked up an Account and click on it, it will show me the Account details, including the Contacts within that Account. However the Contact information that is displayed is: Contact Name, Email, Phone, Mobile, and Fax What I really need to see is the Contact's Title. How to I change this view so that I get the Contact Name + Title?
Regarding Zoho CRM Form
I have created one form using zoho CRM and set "Landing page URL". Now I want all data on " Landing page URL" which I have posted by form. Is there any way to get all data in response of " Landing page URL"?
multiple choice address "from"
I have several email accounts licked to my zoho account. I rep for different companies. When I enter a lead and want to send an email it goes to the default email and is sent "from" that account. How can I choose one of the other account to send from and still have it saved in the lead information? Or can I assign each lead to the email account I wish to communicate from? Or better yet can I make a drop down box and choose from which email to send each time I communicate with a lead or contact?
Dashboards Not Working
Dash boards not populating. Just says "no data available"
Auto Date based on Selection of Stage in Potential
I have a requirement where when the Stage in potential reaches a certain string, a date should be captured. For example: Currently I have these stages Pre-Qualification Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost When someone selects any of these stages: Estimation/Bid Preparation Bid Submitted/Post Bid Clarification Won On Hold Lost The date it was first flipped should be recorded. I am trying to create a custom formula field named 'Recorded Date' under potentials
Is it possible to disable notifications (like the "Territory Manager" one) for users?? and/or edit the email templates?
Thanks.
collecting data before connecting to Wifi
I have a client who owns a cafe and is looking to get customers to log in and create accounts before connecting to her wifi. What is the best way of doing this?
restrict data export in free version
Hi, I noticed that in the free version I am only allowed 2 profiles, which are the Admin and Standard profiles. Is there a way of limiting the data export authorisation of the Standard profile? The data export section is not visible and I can't add a 3rd profile being on the Free version of Zoho. Thanks
Hacked
Someone hacked my account and locked me out as the super admin. What do I do?
Inventory Templates: Editor and Mail-merge
I've created a template in Word, that fits on an A4 page that we will use to quote our customers. I was hoping I could import a word document that would mail-merge the Zoho fields but this doesn't seem possible for the Quotes module. Also, upon opening a word document that I uploaded, the Writer decided to change all of the formatting. So instead I created a single table in Word that contained all of our document fields. I then copied this into "Template Body" of a New Inventory Template This looked
Import Contacts not working
I have been trying to import a small list of contacts in a .csv file for days, and Zoho CRM seems to be freezing up after I add the file and click next. I do this routinely, but for some reason it has stopped working over the last 48 hours. Help please.
Lead Owner
Hey Guys I'm trying to have the owner auto assigned from a web form. Every time we use the web form, it auto assign's the lead to me every time even though we have the assignment set to go to somebody else if that criteria is met. Is there something that I'm not doing right?
Google map Zoho crm app
Hi, I've seen a screenshot in App Store of ZOho Crm with Google map showing leads around user. I download the app and I can't find this feature. How can I display a map of leads around me? Regards
How can we get the account/contact id by the converted lead id with api?
We has a lead A with the id 1144270000003xxxxx. After the lead is converted, we find the links of converted account/contact in the page https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=1144270000003xxxxx But how can we get the converted account/contact by the lead id with api? We get the following response with api, (https://crm.zoho.com/crm/private/xml/Leads/getRecordById?authtoken=xxxx&scope=crmapi&id=1144270000003xxxxxxx) <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecordById">
Changing the sort capability in Leads
I imported some leads and want to have the capability of viewing by company not name as is now present. How do I change from name to company for sort capability?
Attachments lost when converting a lead
When I convert a Lead to an Account I want the attachments to be saved to the newly created Account. At the moment it seems that the attachments are saved to only the created Contact, but not the Account. What do I need to do to keep the attachments when I convert to an Account?
Cannot add user to business CRM
Hi, One of our users cannot accept the inviation for CRM, because CRM says that she already has an account. Which is true, but she can't delete that account as it seems that she created her own group. How can she accept the group invitation? Please see pics below
webhook to create a lead in form when crm lead is created?
i have written web hook but it is not working can anybody help me?
Quick Action "add a new contact"
Hi It would be very helpful to have the option to add a job title in the 'quick action - add a new contact' function from within an account. Is this something I can customise myself or a feature request?
Outlook Contacts Sync Creating Accounts Automatically
For Zoho, I use "accounts" as my clients. For most of my outlook contacts, I have their company listed in order to know who they work for. When I sync my outlook contacts to Zoho, it automatically creates an account for that company. Is there a way to change the sync settings so that it does not create an account automatically? All I want is for the contacts to sync to the contacts -- that is it.
Outlook closes when you log on zoho.
I can not log into the Zoho plug-in for Outlook 2013. when I try the outlook closes without getting login.
Document locked
I want top remove a document - but when attempting to do so, I'm told that I can´t delete a locked document - How do I un-lock the doc. ? Thanks J-)
Can i assign different auto number field from multi pick list selection?
Can i assign different auto number field from multi pick list selection? E.g. multi pick list selections: A or B for A: auto number starts with M1 for B: auto number starats with R1 Thanks and regards Pang
printing of reports
Hi, Is seems such a simple question, but i can't find the answer. Where can i find the print button to click on , like with the lists. Do i really need to download a report first to a PDF or Excel to print it, or can i print directly the report only without printing the whole browser? Regards Rene
Send Email from Potential doesn't pickup email address
Why is it that when I click "Send Email" from within a potential, it never picks up the "Contact" and never populates the "To:" email field? It picks up and populates the contact from Leads, but not in Potentials? Then, when you do a lookup for the "To:" it lists every contact in the database without filtering by current account?
restrict users from seeing other users in the app
i dont want my users of a certain level to be able to see other users and be able to assign tasks to them, or be able to communicate with others as well. i am settig this up to just assign them a lead and that is the only thing i want them to be able to use this for.
Phone numbers and postal codes converted into nonsensical date format
In the last hour or so, whenever I import leads using spreadsheet, Zoho appears to automatically convert phone numbers and postal codes into nonsensical date format. I tried importing another spreadsheet which had been imported to Zoho successfully before and I encountered the same issue which indicates that it's not a problem with the new spreadsheet I'm trying to import. The fields are not custom fields so it couldn't have been caused by something I set incorrectly inside Zoho. I've attached a
My CRM is coming up blank
I haven't used my CRM in around 2 years and when I logged in it came up completely blank? I have a business and a personal CRM and both are the same. Do you have any ideas how I can retrieve this? Getting nervous
What marketing automation software do you recommend to go along with Zoho used by my sales team?
I am confused. There are so many: Marketo, Hubspot, Act-on and other marketing automation software available. I have read a lot about Sales and Marketing alignment. Which marketing automation solution will you suggest for my marketing team which can go well with Zoho CRM which is currently being used by my sales team.
Cannot send email, receiving emails though
Error when trying to send emails: Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 ng13sm9741318pdb.82 - gsmtp I updated the password for one of the associated emails this morning. Works b/c we are receiving emails since the password change. Cannot send email though, receive the error above. Are others having same issue?
Is there a way to archive potential?
Is there a way to archive potentials that have closed (won or lost) in a way that leaves them as ' past' potentials but not show them on the 'active' potentials list?
Getting a custom module to pull data automatically from Potentials
Thank you in advance for your assistance. In Potentials, we enter some customer information about our jobs we are working on, and we've also created a custom field to autonumber each new job. We have started job costing our jobs with several cost buckets, so we created a custom module to gather that information. In that module, I do have a lookup that allows us to search for the CRM Potential Name. Once that is selected, I'd like the job number to autopopulate to prevent human error. Right now,
How to model sales of subscription products (specifically renewals as sales opportunities)
How do you use Zoho for products that are sold on a subscription basis. Specifically, after initially winning the business we would like Zoho to automatically enter the subscription renewal in the future business / opportunities 12 months (or might be an x number of months to be co-terms with another previous sale) down the road.
potential stage definitions
Where can i get a definition of potential stage definitions? thanks.
Leads linked to Account Name
Is it possible to assign a 'Lead' to an Account name similar to how you assign 'Potentials'?
How do I assign multiple contacts in a company to one company and one lead?
I am working with 3 contacts within one company that I'm currently in the analysis phase and preparing a proposal. I'm new to Zoho CRM so I created an account for the company, and then aligned three people to the company. Under companies, it shows as three companies. What is the correct process to add a company with multiple people in that company? Shouldn't it show up as one company? Thank you for helping me. Teresa
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