Sales Forecast Report Question
I am attempting to set up a report in Zoho where if a Sales person were to lower the probability of a sales in their pipeline, it would show on the report. I can't figure it out. I can, of course, create a lost sale report. But that is losing the sale altogether. What I'm finding is that my Sales People are just backing down their percentages to keep their prospects from looking close to closing, but also not showing up on the lost sale report. Any help would be appreciated! Beth
Trigger report creation from change in module field
I want to create a report based on the end date of any of the records in a module. The end dates are not the same and when new records in this module are created a new end date is created with that record. Is there a way to trigger the creation of a record a day after the end date of any particular record in the module? I looked in Workflows but couldn't find option to create a report. I checked in Scheduled Reports but couldn't find an option to create a report from a date in a module's record.
Forwarding email from with in CRM - Original receiver is showing opening
Hello, When I forward an email from CRM to another contact, in the original contact record it is showing they opened the forwarded email. I use gmail. Example I send email to Mary. Then I forward the email I sent to Mary to Beth. In Mary's record, it shows she has opened it. Beth does not have a copy of the email in her record. If I forward email from gmail everything works as it should. Email shows up under the correct contact. Email is opened by the receiver of the email. Thoughts? Anything
How to report the difference between the "prospects status" week after week ?
I want to generate a report which shows me which prospects have been changed those last 7 days. Here is a sample of data : Prospect Owner - Prospect Name - Company - Prospect Status (last week) - Prospect Status (current) ------------------------------------------------------------------------------------------------------------------------------------------------ Superman Batman Marvel Not Contacted Contacted
How do you start your onboarding process and get customer support from ZOHO CRM?
I have tried to reach the team to get support for my Enterprise solution, but many emails and three weeks later, no contact from support, or anyone. Can a helpful user or Zoho employee tell me exactly how to get assistance with this product, please?
Custom field(s) on Tasks + Mass updating on those custom fields
Hello, I am about to upgrade to one of the Zoho Crm versions, but i do need this functionality to be possible (for certain to work) (i cannot find it clearly in all online help) : - creating custom (text)fields on Tasks - mass update on those new customfields from ListView (via MassUpdate button) My question is : - is it possible to create custom fields on Tasks - and from which version on of Zoho Crm is that possible? - which fields on Tasks can be MassUpdated? (limited, or all standard & custom
edit an event
Your procedure for editing an event does not work. I have no way to access event details one it is created. I CAN edit the basic contact info etc. I cannot edit the details. Also, your procedure if followed exactly brings you to editing the All Events display function. Until a few days ago I was able to edit event details by clicking on "contacts" or "other" which modified the field with a hidden pull down scroll bar on the right margin which I could use to scroll to details. This has disappeared.
Can't select data from lookup field anymore
In a module i have a lookup field from Accounts but when i select some account and push the green button to safe, crm makes the field empty and returns "Please enter a valid client" This module was working till today, i believe after Zoho has an update? My search is also complete different.
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on?
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on? Usually through campaigns I would add to 'DO NOT MAIL' list but is this synced with the emails sent out through the CRM?
How do I edit a Web Form I have created?
Hi, I have the standard version of Zoho CRM and I didn't realize I only had the ability to generate 5 web forms. I wasted the majority of these 5 forms in testing. Do I have have the ability to edit one of the forms I already created? I know I put the wrong URL landing site and would like to fix this. I cannot see in the code where to swap this out. Thanks, Christine
Multiple Business > Same Sales Team, Same Customers
Hello - I'm trying to set up my Zoho CRM Plus in such a way that if one of our business is spun off down the road, we could break out that businesses related data only. Our entire sales team has a portfolio of products to offer their leads/accounts supported by three business lines. Additionally, I need the Zoho Books integrations to only include Deals from their respective businesses (Deal for Product A available in Zoho Books Org A and Deal for Product B available in Zoho Books Org B) I feel that
Is there a way to get notified of NEW TASKS in Zoho CRM App
Hey, I am trying to get more use out of the Zoho CRM app on my android....something that would be very useful to me would be the ability to get notifications on my phone from the app when a task is created. Is this a possibility?
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help I tried lot and also visited http://www.zoho.com/crm/help/customization/custom-fields.html where Zoho mentioned: You can edit, delete and hide some of Zoho defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example,
Zoho CRM New Logo
I noticed an updated logo for the Zoho CRM application being introduced in a few places. It's a welcomed refresh of the outdated drawing style of a handshake from 2000s. :) Thank you!
Desktop Notification
Businesses send out a lot of 1-1 emails. Maybe for prospecting, updating important information or scheduling demos. A Desktop notification for every email open, click makes much sense in this scenario. Currently, the only way i get to know such opens/clicks is through the bell icon inside CRM. It would make such a huge impact for businesses if there was a desktop alert every time an email is opened/clicked. This would help us in following up with those respective leads right away rather then clicking
Reducing users in CRM Plus
We are removing one of our users in ZOHO. What happens to all the records that show that user as the "lead owner"? Do we need to change all those records before we delete the user? Or What Happens?
Tracking monthly recurring revenue
Can anyone tell me whether and how you can track monthly recurring revenue in ZOHO CRM? Without that 100% of the projected revenue from a Potential is tracked to the estimated close date, and that skews our projections. Thanks for your help.
Pull in data from Account Record to Opportunity Record
I have a custom field in Account Records indicating if an account has a MSA (Master Service Agreement) with us or not. I want to pull the value of that field into the Opportunity Records. Is there a way to do that? Basically, when a sales rep creates a new Opportunity, I want them to be able to quickly see if the Account has an MSA or not.
Help with monthly revenue
All - I have a question: As a company, we have two types of revenue -- monthly and one time. In order to accurately predict our sales pipeline, we need to track and calculate both based on the opportunity probability. However, there doesn't seem to be any way to replicate / create a field like "expected revenue" to make it based on other, user-created fields. Is there a simple way to do this? The current "amount" and "expected revenue" don't really work for us. Thanks, -Ben
Adwords integration - Third Party Web Forms - Only GCLID field is populated
Hi, Im using a Third Party Web Form at my site. And the Adwords Module. I've been able to send the GCLID with the lead. But this is the only field the gets populated, the rest of the fields are blanks. Any Ide Why ]
New client and search bar
Hello, When we search for a client via the search bar in CRM, if it's not in there, we have to close the search bar, click on the +, and then click on "Client" to add into the CRM Wouldn't it be possible to have instead, at the end of each results category in the search bar "add this new client", "add this new lead" and "add this new contact". By clicking on the choice that we need, it would open a new creation page (new client, new lead or new contact) with already the name in there (the name
Email to lead
Hi I want to create lead which mail came from my email ex:ege@ege.com. How can I write this function
Review Process - not being triggered
The review process doesn't seem to be triggered on entries submitted via Zoho Forms - can you confirm if there is a fix?
What are the advantages of Converting a Lead while prospecting?
I am essentially asking WHEN do you convert a lead. I know it is when a Lead becomes qualified, but why would I convert sooner than later? What is the advantage to do it as far as features of Zoho are concerned? i.e. am I better off converting quickly or later in the process and why?
I am getting tired of Zoho removing features and then selling them back to me
This is happening too much now. I am using the paid version of Zoho CRM. Now I can not even add a new deal to an existing contact unless I delete the contact and reinput it as a lead and then convert it. This is a simple and ESSENTIAL function that used to exist. The only solution is to upgrade and pay zoho more money. Cowboys. I will be looking to change to a better crm soon.
Leads: 'Rating' field
I'm curious, how are other users using the Rating field under Leads? The default list seems pretty vanilla. What are some other, more detailed ratings that other users are creating? Some ideas I have are: hot, warm, cold on-hold (maybe this is better suited for Lead Status?) organic (unsolicited), inorganic (solicited) Also, what is the difference between 'Rating' and 'Lead Status'? Thanks in advance, Brian
Enhancement Request: Add Fields to Deduplication Process
It would be extremely helpful in the deduplication process if we could use any of the fields in our CRM as criteria. I don't disagree with the 3 field limit, but being able to add a specific field such as Account Status would be a big improvement.
Workflow Rule not running
Hello, We have a workflow rule that every day at 6am creates invoices from [monthly] contracts, based on the contract start date. On Jun. 30, the rule ran, invoices were created, and we see in the Audit Log, all the actions On Jul. 2, the rule ran, invoices were created, and we see in the Audit Log, all the actions BUT On Jul. 1, we see NO invoices created, NO lines in the Audit Log either. In fact we don't see any logs in the Audit, until 8:08 am on that day, which made us thought, there was an
Can Feeds be turned off or hidden from profiles/roles
The new Feeds feature is nice, but is there a way to disable it?
Zoho Event Templates for recurring Events (Sales Demos etc.) // Zoho Event Buttons
ZOHO CRM Event Templates Who: Every role in the CRM which is working with prospects (Leads) and clients (Accounts, Deals) What: As a salesperson, I want to save time when I create an appointment and it often repeats itself like a sales demo. As a customer service representative, I want to save time when I create an appointment and this appointment is often repeated for me, such as a new customer onboarding or a support appointment. How: I create an event template where I can fill the fields of the
How to create a formula field across modules
Is it possible in ZOHO to create a formula field that gets calculated with information from other modules? For instance, I have two modules, Invoices and Payments In Invoices I create a formula field called Balance, so that every time that there is a payment record created my balance is updated. Can this be done? It seems to me that restricting the formula fields to their own module have very limited applicability. To be useful we need to cross reference different modules.
ZOHO CRM Email While creation of Cases
Dear Team, we have configured the email notification once the case is created in CRM. However there are 5 people assigned for the emails. Emails are going individually. Is it possible to share one email where in the to " created user" and rest in the "cc". Kindly guide for the same.
Field formatting for a phone number
Can you format the fields that contain phone numbers to automatically enter the -? It would certainly improve data entry time If I don't have to enter the dash in between the #'s 555-555-5555
Problem phone number format - Zoho CRM
Hi, I used to write a phone number, in contact form, like this : 04.42.15.18.65 (for example). Now i can't write a phone number with dot between to numbers. Zoho Crm said : "It's not a valid number". Plus the phone number format changed. Before it was
How to attach a lead attachment to an email to that lead
I have a lead with several documents (such as the unique contract for that lead) attached in the Attachments section of the lead record. This is a great feature for keeping all documents associated with a lead together with that record! However, I can't figure out a simple thing. When I send an email to the lead, I often want to attach one of the attachments in the related Attachment list. The "Attach" option at the top of the Send Mail pop-up is not a link. The other options, such as Documents,
How to Add a Sales Pipeline
It is a simple question: How to Add a Sales Pipeline? We run a Pro license, is this feature available in Pro? I performed extensive Google Search, no answer to this so far.
Create Quotes from deals with just the click of a button!
The insturctions provided in Tips and Tricks to create quotes from deals with just one click doesn't seem to match the steps required https://www.zoho.com/crm/resources/tips/functions-quotes-from-deals.html has there been an update since the instructions were uploaded to tips?
Scheduled Reports
hi Does anyone know if reports are scheduled to be sent from a user and that user left the company and his login is deactivated does this stop all the scheduled reports being sent? Thankyou
separation of environments by company in CRM
Hello guys!!! i'm a new employee of a Zoho partner here in Brazil, and i'm studying the software, a customer asked me if it possible to have a single email for the user and he chooses which company he wants to acess. Is it possible? Is there any documentation to help me? Thank guys
Create Invoice in zoho crm from creator
Hi, I am trying to create a invoice in zoho crm from creator. while adding the record I am getting the error message as response. Please check the code below. invoice_map1 = map(); invoice_map1.put("Subject", input.First_Name); invoice_map1.put(("Account Name"), "Amutha"); invoice_map1.put("Due Date", input.Date_field); //add product to invoice Product_Details_List = List(); for each rec in Product_Details { product_map = map(); product_map.put("Product Name", rec.PRoduct_Name); product_map.put("Quantity",
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