CRM Blueprint: Wrong next step selected
How can we manage situations where a user accidently selects the wrong Transition when using a blueprint? In our version of 'Lead Nurturing', there are a few stages where there are multiple options (including 'Not Interested' and 'Dead Lead'). If a user accidently clicks the wrong one, how do we reset the value?
How to associate a task with a deal using a workflow rule?
Hello, Background When a deal is created I send an automated welcome e-mail to the contact. When the contact replies, the e-mail is correctly (and automatically) associated with the deal. Now I want to create task for each reply, because the reply may be not noticed. Do you think this is the right thing to do? Or is the message notification on the top right of the navigation bar sufficient, to make the user aware of a reply? Create task from inbound e-mail and associate it the deal When there is
Update an field with contents of other fields (using as variables)
Hello! I want to use field update to update an field - but with variables. How is this possible? if Briefanrede =! "Sehr" → Anredekomplett = $Briefanrede $Vorname, else Anredekomplett = $Briefanrede $Begrüßung $Titel $Nachname I want to get an "Letter salutation" field formal or informal Briefanrede can be: Sehr geehrte, Sehr geehrter, Liebe, Lieber, Hallo, Servus, Moin, Hi Begrüßung can be: Herr, Frau Titel can be: Prof., Dr., Prof Dr., Consul, … How can I do this? :) Thanks!
zoho import sucks
Hello I'm using 1 user version of zoho and the csv file that i have contains 900 records. According to the maximum limit, 1000 records can be uploaded one time. but it keep getting the error message FILE CANNOT CONTAIN MORE THAN 16 ROWS. Can you let me know how to fix this. Thanks.
ARE YOU A CRM SUPERHERO? [INFOGRAPHIC]
The role of a CRM administrator is so dependent on the sale process that what it takes to be successful varies from industry to industry. Through research, our goal was to tap into the common factors across the board that help CRM admins become leaders and guides in their field. We wanted to know: How are other CRM role models achieving success? What are the best practices in the CRM administration? Is there a definitive guide for CRM admins? We reached out to a little over 1,000 CRM admins across
zoho crm failed to send a email template with designated hyperlinks in the email, instead, rerouted my customer to zoho links
please open my steam crm account...and do a search for "complaint#1062020Steam" There you'll find the our potential customer with phone# ending 2688,... whom did not complete the $6000 sale with us because the email we sent him using zoho crm didn't have the hyperlinks working in it properly.....very odd,...very disappointing...the zoho crm scrambled the email hyperlink and didn't include them properly,..when I went and looked at the recent emailed subject "diligence" to this customer,..I saw the
Map Dependency Field in Potential Module
Hi, I want to have Stage as a parent field and a custom field as a child for the map dependency option. The Problem here is Stage field is not listed in the parent field. Why it is not listed? The problem is with my org or is it a restriction?
Zoho Webform - Multiselect field
Hi, I have created a webform for my webpage which has a multiselect field. On mobiles you can select multiple options fine, however, on a desktop you can only select one at a time. How do I fix this please?
Stage field is Read only
I am unable to advance the Stage field for a potential in Zoho as it is showing as read only. Until today I was able to edit this feild. I have checked with my administrator and he says my permissions allow me edit the field. I am on Safari. I have tried Chrome but the problem persists. I have also tried a hard refresh. Any ideas? Cheers.
Showing only the newest stage history in a report
I'm trying to incorporate stage history in reports and it's surprisingly difficult. 1. Adding the Stage History table appears to do a join on that table and Potentials, which makes sense. How do I get Zoho to show only the rows where the Stage modified time is newest for each Potential? I don't want ALL the history, just the most recent. In the report I want to show the current stage and when it was last assigned that stage. 2. Why does the "Stage (Stage History)" criteria option force me to type
Zoho Sheet + CRM + Workdrive
Hello, I am looking to use a button/link to open a Zoho Sheet Template in the CRM and store it in the current record's Workdrive Folder. I have end users that love to work out of spreadsheets and would love to save them a bit of setup time. Any help would greatly be appreciated even if only part of this process is possible.
Leads Module
"select all leads in this view" option is not available anymore in my Zoho CRM but its still showing in the Accounts and Contacts modules.
Accidentally deleted sync account
Hello, We accidentally deleted the user account that was used to generate the Zoho Services Communication key for syncing between desk and CRM. When we try to delete the sync integration to build a new one with a new ZSC key, it tells us we need to enter a valid ZSC key, but the person who generated that key is no longer with the company and his account has been deleted from Zoho. Any idea how to fix?
I don't want zoho form redirect
Hello! I'm new in zoho forum. My problem is this: I have a form zoho integrated in my website in a page that is processing data from another form and take the variables in the zoho form. <form action='https://crm.zoho.com/crm/WebToLeadForm' name=CANCELEDINTHEPOST method='POST' onSubmit='javascript:document.charset="UTF-8"; return checkMandatery()' accept-charset='UTF-8' id="formid"> <!-- campos editaveis --> <input type="hidden" name="First Name" value="<?php echo $first_name?>" /> <input type="hidden"
The most efficient way to map options from options fields from ZForms to CRM
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;
Zoho Sign Templates for Sales Order
I would like to be able to send the CRM Sales order for digital signature. What options have others discovered to accomplish this? I don't want to use the estimate because we have created intense parent/child relationships specifically for the Sales order module.
Copy Account to Contact information
I'm an ACT! user evaluating ZoHo. One of the things ACT! does is allow you to either create a Contact *from* a Company (Account in ZoHo), which creates a new Contact record with most of the common fields populated *from* the Company record - like address, phone, etc - and all you have to do is fill in the Contact name and email. Or, if you create a Contact first, you can create a Company (i.e. Account) record from that contact, and it will *take* the Company name, address, phone, etc and create
Delete all Leads/Accounts/Contacts??
I've uploaded about 30,000 contacts and leads to Zoho CRM. I just realized I upload lists that I haven't de-duplicated yet. How can I completely remove all the data I've uploaded? If I used mass delete I can only delete 100 contacts per page, this would take forever.... is there a faster way? Or is there way to de-dupe accounts/leads in the CRM itself?
Different email notifications to send based on same blueprint/transition
Have a question related to blueprints, transitions and workflows. I am trying to create a blueprint to manage the leads generated in CRM from chats missed in Zoho SalesIQ. The automatically missed chat lead is created with the country field filled based on the visitor's IP address. If we miss a chat overnight, we have a list in CRM with all of them and we have a blueprint to follow up with that person. See below: Now, I know I cannot have more than one transition to the same stage. Also found out
2 Way Calendar Sync with Zoho CRM
Currently experiencing some issues with Sync of Zoho Calendar and Zoho CRM Which of the following options provide a 2 way sync with Zoho CRM 1. Zoho Calendar 2. Google Calendar 3. Outlook (Office 365) Just finding it frustrating currently as so many applications give the option to add appointments to Google and Microsoft only. Any advice, opnions or suggestions would be much appreciated
Mass Email Statistics NOT updating (Opened/Clicked/Bounced)
Hello Zoho, A crucial component of our Zoho CRM use is viewing analytics on mass emails sent out and triggers are not updating correctly. We are not seeing email triggers updating under statistics. 1.) E-mail opened is not accurate (we test with same email domain and stays as unopened) 2.) We have a proper hyperlink to our website in the template and we open the link and no update to "clicked" 3.) We have a trigger for bounced emails, this also does not update It makes me believe it is from Zoho's
Custom views within modules
Sometimes, users don't need complete visibility into all of the sections within a module. I'd like the ability for a user to choose what the see by hiding sections just for them.
Add Task, friendlier form with all fields
Adding a task is weird. The description is under other fields. Like many forms, all the fields would fit on the form. Why so many clicks to get around? It is so bad, it is easier to add with one field, save, then edit. Edit has a better layout and we use it to add, but that should not be the case. We schedule all tasks and give all a description but this is a lot of work.
What is the best way to manage leads from the same company?
We gather multiple leads from the same company and send them prospecting emails and calls. We track the emails and calls through Zoho. When one replies either with some or no interest what should we do with the other leads to note this? Situation 1: Lead from ABC Company replies with interest. We convert Lead to Contact and create deal. As of this moment all the other leads are still technically in the pipeline to contact. Possible Problem: We don't want to keep attempting to email/call the
I would like to be aware of the status of task allocated to staff- but I am in the dark
Its all very well allocating tasks to staff, but thats the last you hear about it. What would be good is if, when the staff member completes the task, we get a message: task A has been completed by staff member B. or, even better, Task C (name of task) allocated to staff D is overdue Can this be done?
Records per page and browsing suggestion/need
Hi, just hoping to see this implemented soon. I'd like the ability to view more than 100 records per page. Preferably 1,000 or more. Also, see the attached screenshot. The button to scroll over to the next set of records is located at the bottom of the page. Move this to the top of the page as well so you don't have to scroll down to the bottom of the page just to go to the next page of records. (and make it where you can go to the last page of records immediately as well). Thanks, you guys have
Custom Formula Field to Capture First Save Date
I'm trying to determine how to get the date that a Potential/Deal was first saved in a given Stage. I had thought to create a separate formula field to capture the Stage that the Potential/Deal was last saved with, but I can't reference formula fields in formula fields. I'm trying to do something like this If ( OriginalStage != Stage && Stage = "Closed - Quote Submitted" ) FirstSaved = Now Else FirstSaved = FirstSaved Is this sort of thing possible?
API Throws OAuth Error After 24 Hours
Thanks for reading. I have the REST API up and working for both CRM and WorkDrive but keep running into an issue with the API throwing an Invalid OAuth token error after 24 hours. How do make sure the token stays alive so that I can move my application to production?
Report on CRM segmentation function
Quietly? Enhanced segmentation but is Settings-Automation- Segmentation Can be used from This feature "I introduced CRM. I also put in data. What is analysis? And what are the measures? What should I do?" Recommended for those who I myself have been struggling with this issue in the 5th year of CRM and the 3rd year of ONE. To be honest, it is difficult to measure from input data unless you are an expert. RFM analysis is possible for segmentation . RFM analysis seems difficult and ends Quick story
Linking or grouping contacts
Hi there, I am looking to move from Sugar CRM to Zoho, so am hoping it is capable of supporting my needs. I run a B2C Financial Services company and so will use Contacts rather than Accounts. Contacts can own Products, will have Notes attached and Tasks assigned. However, I also need to be able to link Contacts into "Families". E.g. Husband and Wife, who can share Products, Notes, etc In Sugar, I re-purposed Companies to be Clients and each client can have multiple Individuals. A Client
Email Notifications with Links to a Deal
I want to send an email to my managers when a certain change is made to a deal. I have that set up, but i want them to be able to click a button that will take them to the deal the email is referencing. is this possible? Thank you, Nikki
Cannot export reports
Why can't I export reports???
Changing Reply To on a Workflow Email
I have created a new email template and workflow around it, but I can't find where to change the Reply To address on the email. In the Email Notification screen (Settings - Automation - Actions - Email Notifications), I thought the option was supposed to appear after filling in the basic data, but it doesn't. How do I change the reply to address for notifications? Thanks
Integration with KARTRA
When I trigger an action in Kartra, I want to create a contact in Zoho Crm. Usually we use Zapier for this. But when I create a zap - the account is only .COM and .AU Obviously my account is in India and the ERROR_invalid_client How do I integrate zap with zoho? Is there some api I use and connect via Web Hooks?
capturing zoho CRM data from zoho forms
Hi, I am linking zoho crm and zoho forms and capturing crm data using zoho forms. However, when i am integrating i am facing this problem. One of the fields in Zoho CRM is a lookup field and hence i am not getting that field name in the original module while integrating with forms. Please suggest. Thanks,
Unable to sign into Outlook Plugin (2016 Windows)
Hi, We are trying to setup the plugin for Outlook 2016 and 3 different users get the same error message, "Please specify a valid email address and password" The side pane works well with the same username/password combo, any ideas on why this error persists?
Zoho Desk Extension - Connection to Zoho CRM - List/Display quotes
This should be a straight forward extension, but I would be interesting in understanding the steps: Extension loaded into desk.ticket.detail.subtab - "View Quotes" User views Ticket (#10000) Extension Queries Zoho CRM and find Deals where the custom field (Ticket-ID) matches #10000. I now have the dealId Extension QueriesZoho CRM and get a collection of Quotes associated with dealId Display a table of the relevant quotes associated with the Deal, and thus the Ticket I have a sample extension working,
Report that shows accounts with no activity
I need help creating a report that allows me to quickly see which accounts have had no activity. I've been researching and it looks like the only solution is to use last activity time. However, that records any time an action is taken on the account, incuding when the record is updated with a sales order (via API). What I really need to see is by sales person, all of his/her accounts that he/she has recorded no open or closed activities in the past 90 days. Is this possible?
Free text widget in a dashboard
Hello. We are starting to use dashboards to manage very complex campaigns that involve lists of leads and contacts, a large number of records, tags, different waves... It would be good for us if, besides having all the analytical information in a dashboard, we could have a free text or note widget where we could show some explanations and instructions about the related campaign. Is that possible with any of the current widgets? Thanks!
Zoho CRM Calendar
I want to automate the process that when a new lead is created an event is created in "CRM Calendar" of selected user. I can create an event on Zoho calendar but don't know how to access the CRM Calendar. I have synced the Zoho Calendar with CRM Calendar, i have automated the process of creating a new meeting when new lead is created but it does not show as an event on CRM Calendar. If i create the new meeting from meeting module it shows on CRM Calendar as an event.
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