I cant add more then ten contact for my free user
I can't add more than ten contacts for my free user
can I add converted leads into my leads report?
I need to make a report to show about leads created for today. something like this but the problem is, when the lead status is qualified then my CRM will automatically convert the leads into contact and deals (using Blueprint), and so the lead that qualified
Email to write back to Zoho CRM
Hello, I am able to create an email notification to my sales team of a new lead. However, I would like to send reminders daily until the sales team either updates the records in CRM or if the can click a button in the email to acknowledge they have reviewed
Send SMS via workflow rules without a function
Hello, I've been building all my Email templates in Zoho and I also want to send SMS messages along with the emails. In the picture below, this is how I send email templates without coding. Is there a similar option for SMS messages? Is this possible
CRM Export to Zoho Sheet Option
It would be very nice if we could export Zoho CRM Reports to Zoho Sheets. As of now, export options are Excel, PDF and csv. While those options work, it would be nice to be able to export directly to the Zoho ecosystem. : )
Converting deals to leads
Hi, I know we can do leads and associate it to deals. Has anyone tried converting deals to leads?
Functions does not show in Add Related List
It seems that I cannot see the functions in the "Add Related List" module in the production though I can see it in my Sandbox environment and I am not sure why is that. Can you help me display the Add Related List functions option in the production environment?
Automated emails with responce tracking and follow up | CRM
Hi I want to send an email to a small database of contacts (200), embedding their first and last name in the email (already imported). I would like to track their responses as well, and send the custom, one-off reply. If they don't reply for a week I
Click to Call: Action Change
Hi, This morning I noticed a different icon/image next to phone numbers in Zoho CRM. It used to be a green bubble. I use the Firefox browser. Not sure if this was a browser change or not. Now it is an outline of a phone. When clicking to call, I had previously set to dial me. Now it wants to launch an application on my desktop to ring out. I prefer my previous set-up of having it call me on my cell.
zoho crm hourly consultant needed
I have some questions that are pretty simple and I would like to hire someone to answer them immediately. LMK if you are interested and what is your rate for 10minute blocks. Thanks!
Not able to generate access and refresh token using Zoho CRM api URLs
Hi, I am not able to create access and refresh token after entering the api url with grant_type,client_id,client_secret,redirect_uri,code parameters in the api URL.The URL shows "Server error occured".Any help would be appreciated.
No Information for new users
Hello Guys! Im the admin for portal****, and I setup 2 users Unfortunately, they can´t see the information that Im worked, could you help? Thanks and Regards Moderation update: As user email address is sensitive, we've noted it and removed it from public
Is there a way to see all Workflows and Email notifications associated with a user
Hi all, We have a user leaving our tea shortly, and all the email workflows set up to be sent from this user needs to be switched over to the new user. Unfortunately, I can't seem to find a way to just see all workflows assocaited with a user so its all
Import of contacts with multiple tags to CRM
Hi guys, I have following situation regarding multiple tags by import of contacts to Zoho CRM: I have 7 contact lists that represent 7 different topics that need to be taged in CRM. I am going to use these topics in the future to send out the newsletter
Whatsapp Update
Good day, I am aware that Zoho has been busy with an update on the Business Messaging side regarding Whatsapp. Specifically relating to Business initiated messages using templates. I have been told multiple times that this would be rolled out by the end
Getting error 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2) when set up email relay on zoho crm
Hi there, I got the problem when I wanna set up email relay on zoho crm. here is the error message 550 5.1.0 Sender is not allowed to send from relay.zohocrm.com (R2)
Understanding Data from Email Reports
Hello! I'm trying to understand how the data featured in the Email Analytics report is generated. Below is data from two CRM users: Month Sent Responded Replied Received User 1 January 2023 7 5 1 1 February 2023 28 4 2 1 March 2023 71 6 8 1 April 2023
Is 'Emails Replied To' a subset of 'Emails Sent'?
I have a simple question, Is 'Emails Replied To' a subset of 'Emails Sent'? Per this Zoho article on email analytics, it provides the following: Sent - Only those emails that are sent from Zoho CRM and SalesInbox will be tracked. Emails that are sent
Access to records in a custom module
We created a custom module named Packages which is our main product. We created a bunch of Package records from an Administrator ID. Our intent is only Admins will be able to create and update Package records. All Standard users will see those records
How do you show side bar for an admin user?
The sidebar is not currently showing to display apps.
Zoho lead module and gravity form custom field mapping not working
I am trying to pass gravity form data from my website to Zoho CRM lead module. I have created custom field in lead module, mapped both gravity form with Zoho properly, still not receiving the data. Please help me to solve this issue.
Populate a Text field using Regex and input from another field
Hello Everyone, In Zoho CRM, I have a field - "Website" where I put the website of my Leads. I have another field - "Website Domain". I want Website Domain to be auto-popuate using some regex formula. The regex formula will extract domain from the input
How to handle multiple Zoho accounts?
Hello, I have two Zoho accounts, one for each of my companies. Since URL are "opaque" (GET vs POST thing, I guess), there is no way I can create a bookmark to access either one or the other with a bookmark. And I prefer not to merge the two databases. Any ideas? Thank you!
It is possible to create an estimate automatically?
It is possible to create an estimate automatically when the potential's stage is Won and with some fields information about the items?
Moving a layout & related records to a new module
Hi All, Hoping this is possible. We have a custom module set up for all 'customers' across different projects under a single module named 'customers'. As we're now expanding, I would like to make sure projects related to each other are under their own
Sales Order Ordered Items Subform into Zoho Sign/Forms
Hi, I would like to set up the ability within a sales order to send a zoho sign document or zoho form that will add the ordered items subform to the document/form thus allowing me to gain a signature for the ordered items? Can anyone help with this please?
Mass-mailing without templates/ For Vendors
Mass mailing should be possible without setting up templates... i.e. we select few contacts/accounts/vendors and send the desirable message to them... This can be very much useful specifically for vendors for giving common instructions, for sending same
Automate email to client after appointment is scheduled
Hi, I'm wanting to be able to automate a quick email to a contact once we have scheduled an appointment or job with them in our calendar. is this possible? Im very new to Zoho. Thanks
Automate Quote with information off a zoho sheet?
Hello curious if It is possible to create a function that can automate a quote or invoice for me from a template I have in zoho sheet? I have a client that will need several quotes so seeing if I can automate it with a template.
Adding a Macro Button
I've just discovered Macros and they are pretty cool. I've set up a Quote Request module and a Macro to automatically send a quote request to the Supplier email. Does anyone know how to change the Email button to a Run Macro button?
Creating a Quote Request Form/Email
I want to be able to sent Quote Requests from pre-listed Scope of Works I have in a module. Ideally I want to use forms, but I get set it up so it emails the selected supplier. And you can only add 1 CRM lookup, which is the SoWs module. So it can't look
Where to create lead follow-up reminders?
In Zoho CRM, where do I set how frequently to check in with leads? (In Cloze, Salesforce or Nimble it's obvious, but I can't find it here.) Or should I set a custom field with a formula? But then how to set the reminder based on that? Thanks!
Filter "Sent email status" report by Business Unit
Hello, we use Zoho CRM to manage leads and customer for our 2 business units. My question is: is there a way to filter the "Sent email status" report (CRM > Reports > Email Reports > Sent Email Status) by a field (i.e. "Business Unit")? Thank you
Related function custom module Lookup field and Lead module.
Hi, I am linking a Lookup item called prospect in a module called Sample_Request (API=sample_req) from Leads. I have created a button in Sample_Request to create a new Lead and use this button to create a new Lead. This button allows a new Lead to be
Create CRM Task When Invoice Marked as Paid
Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to
My open Task
My open task showing last task first how to correct it to show latest first?
Sales stages selection in Deals (Zoho CRM)
we have defined a number of Sales Stages using the Stage-Probability Mapping functionality. however, when we Create a new Deal, or Edit it, we can see only one stage available in the dropdown. we are not able to see or choose the other stages.
Report on Scoring Rules
Can someone explain how to report on scoring rule fields created by adding scoring rules to a module?
Zoho Subscriptions
I need more Currency and Date fields. Zoho said I need to upgrade my membership to get more and set me these options: https://www.zoho.com/crm/help/complete-feature-list.html However, I have been on Zoho One for years. Isn't Zoho One the highest level
Stageview not loading
Hi all, Does anyone know why one stage in my stage view is not loading? I have cleared the cache in Chrome and tried this in Safari, and I am still getting the same error. Thanks
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