Where to find Zoho CRM demo database
Hi I'm very new to Zho CRM and would like to know if a demo database exists. A file I could import in my free Zoho CRM edition in order to see what leads, contacts, deals,... look like when it's full of relevant information. Does it exists ? Fabrice
How to copy email TEMPLATE that is in LEAD to CONTACT?
Without creating them all over again, is there a way to copy templates already in Lead to Contact...? So We can have access to them, while in contact mode...? Tks! Moderation Update: Cloning of the email templates across modules in Zoho CRM is available.
Differentiate between duplicates
We are an event management company and have two venues under our control. When we receive inquiries we often have people interested in both venues. Each one needs to be treated separatly as we could lose one and win the other. When we come to searching for the lead we will have two options come up. My question is twofold. 1. How can we differentiate between the two on the drop-down when using the search tool as lot of time is wasted checking each one for the venue name. 2. Can we alter the background
Subsidiaries vs. Head quarter ?
Hi, I am studying the use of Zoho CRM for our companies. We have 10 subsidiaries linked with the head quarter. I am not interresting in having one Zoho CRM account for each subsidiary. One commercial user can have accessed to customers and contacts from one or two subsidiaries. A customer, a contact or a prospect is handle toward one subsidiary. Can i use "Sector" and "Hierarchical sectors" to organize our companies ? Thanks, Patrice
Thumbnails / Previsualization on the attachments related lists
It would be nice to see a small preview thumbnail for images, and maybe other document types, attached to any record. Also next and previous buttons when previewing the documents attached to browse across them much faster.
Opportunity to Deal
I am planning out my workflow from Opportunity to Deal. The way my flow works it would really make sense to have what is now a Lead module be the Opportunity module until the 'deal' is closed at which point it should become a Deal. However the Deal module is really setup to be an opportunity module. Since the CRM won't allow me to switch the names completely I would like to uses the Stage field in Leads until it moves to the Stage moves to Closed Won at which point I would want to use the Deal as
Storage of info on points of sales
Hi, I'm new on Zoho :-) we sell products directly (B2C) and through a network of agencies (B2B) and would like to implement a communication plan for both the targets. B2C database include also customers of our network and we'd like that communications sent to fthese customers include name and address of the their preferred agency. I wonder if this is feasible in Zoho. Many thanks for your feedback
What special functionality does "Leads" have that Contacts / Deals doesn't have?
There are many questions in this forum about regarding "Leads => Contacts/Deals" conversion. I am in the same boat and get very frustrated having to jump through multiple hoops trying to figure out the lifecycle of a lead (there is loss of information and visibility when a lead is converted). I am planning to stop using the leads module completely and create Deals out of all self-signups coming for my SaaS product. Before I make this radical move, I wanted to understand the pros and cons of doing
Changing list of emails in contact tab
How can I permanently change the list of attached emails to ALL instead of the current user?
Random emails linked to a Contact are not viewable "Error. Unable to process your request".
Hi, Can anyone please advise why emails linked to a Contact are not viewable? I can select any one of our many Contacts & randomly click on an email - some open some don't. If I go to an Account which may have more than one Contact associated with it, same problem. Some will open, others will not. I can not seem to find a pattern. The error stated is: Error. Unable to process your request. Thanks.
Do I really need to use leads?
Hello! We just signed up for Zoho and are starting to work on customization. We sell to a very specific target market and I was thinking of not using the Leads portal but rather have a drop down menu for contacts to differentiate if they are a Target, Lead or Customer. What are the benefits of using a different module/database? For some of our customers, even if they do buy, I still want to continue to market to them like the rest of the targets/leads so what is the point of having them separate?
Nested Formula Help - AddDate
Hello All, trying to make sense of this formula that I am trying to achieve If(Not(${Properties.Tax Credit Received Following Year},(Adddate(${Properties.Exit Date},5475,'DAY'), Adddate(${Properties.Exit Date},5110,'DAY') I have a check box "Properties.Tax Credit Received Following Year" and an Exit Date Value When checkbox is checked - I would like to add 15 years to the exit date When checkbox is unchecked - I would like to add 14 years to the exit date Thank you in advance.
Why does timeline display full contents of deleted notes even if recycle bin emptied?
Since Zoho offers no ability to delete notes in mass or automatically like in a work flow, we at times have to delete notes manually. Recently we noticed after a note has been deleted, the note including the entirety of the notes contents shows up in the timeline.....emptying the recycle bin does not remove this info!..Has this been thought through? When does Zoho actually delete this data?
Zoho Migration: Mapping Incoming Data to Data Existing on Zoho
Hi all, I've been trying to bring in data into a custom module that would link with existing contacts and accounts data that were uploaded in a previous phase of the migration. I've mapped the incoming data to data already on Zoho using Zoho records ID's taken from backup folders but when I migrate them in the fields are all blank. This method works when I import notes with Zoho User ID's but it doesn't seem to map to Contact ID's and Account ID's (the ones that go zcrm_.....). Is there a way to
Functionality of "Map Dependency Fields" required for second picklist of over 500 entries (2,000 entries)
Hi all, I've discovered that the "Map Dependency Fields" feature has an upper limit of 500 records in the picklist! My picklist has just under 2,000 entries in it so the question is how do I achieve the same functionality when the "picklist" has more than 500 entries? I'm assuming I need to use the Lookup field instead but I don't know how to limit the results. The scenario is that the first picklist has a list of countries (less than 50 in this example). The second picklist/lookup needs to only
CRM - Account Pick List Autopopulate in Quote
Hi All. We are considering Zoho One. Currently using Dynamics 365. I have been tasked to evaluate Zoho CRM from the Lead Stage through to the Order Stage. We have about 500 Accounts throughout the world and 2000 Contacts belonging to the Accounts. In Accounts we've established a pick list of a variety of standardized "Payment Terms". So that the Payment Terms for that specific Account are established at the Account level when the Account is established in Zoho CRM. We are looking for a way to have
Zia Prediction not Appearing for Deals
Hi Team 0- I have Zia Predictions enabled for Deals. All conditions have been met but I still do not see any Zia Predictions for our Deals. Any suggestions on how to make Zia Predictions appear?
Zoho CRM for our Logistics Team
Hi Team - just want to pick your brains if this is feasible in Zoho CRM. I have managed to integrate almost all our business processes in Zoho CRM except for our delivery/logistics team. What we want is for all Deals on the For Delivery stage to be manually scheduled for delivery by our Admn/Logistics supervisor. I am thinking of just creating events for those Deals and then have our Delivery team check in for those events once they deliver the products. I also thought of creating a custom module
Training for the manager
Hello, I partially familiarized myself with the information on your the CRM website, but there is a lot of information ) I could not immediately learn everything) and have a question and I will be grateful for the answer: we plan to connect CRM to the site (the store section is being developed here https://peaceofmindschool.com/), but the manager does not have experience in CRM work. As far as I understand from the site - you have such training, tell me what its cost and what it represents Thanks)
How do i produce a chart that shows 1 company sales vs the full company sales?
Id really like to see what revenue a account brings in comparison to the full sales for that year. Id like to see what % of sales that customer brings, but i cant see how to do this?
How do i link a Dashboard for a certain customer to the Account?
I'd really like to have a link under the specific account ABC Ltd for example and this link go direct to the customer dashboard i have created. Can you link the 2 together? Thanks
Overwritten Lead Sources
Hello, At some point, I believe I may have overwritten the original values from within the Lead Source standard field. For example, let's say an original value for Lead Source was Partner and I overwrote that value to Web Form: Now, when I receive leads from a webform via Zapier and specify the lead type = Web Form, the result I get for Lead Source when the lead posts into Zoho is Partner - not web form. Unfortunately, I can find no way to repair this issue. Any thoughts?
Email Notifications for CRM and Knowledge Base
I think it would be a great idea to send out email notifications (as it is with tickets) for new Knowledge Base articles and new notes added in CRM. This new feature has the potential to increase business efficiency by creating another avenue for communication within a company. Ideally, an administrative user should have the ability to choose what email addresses receive these notifications.
is there a demand for sending whatsapp messages directly from the zoho crm?
I'm making a script that sends messages from a whatsapp number to contacts or leads. someone needs that too?
Update lead source for converted lead
How can I update the lead source for converted leads (contact)? I am looking at the Analytics-Sales Funnel, and I can see that there are leads converted to contacts that do not have a source lead. I am trying to correct them so we can use properly track (btw, we just standardized our lead source so the data is messy). I tried updating the lead source manually in the contact modules, however, it does not reflect on the reports. Is this possible? Thank you!
Zoho CRM Integration and German vowels
Hi Zoho forms team, we have the Zoho CRM lookup integrated and it finds contacts via Last Name. This works only for contacts who's names do not contain any mutated vowel such as ä,ö,ü. Any contact with such a vowel in his name does not show up (the search returns "No matches found."). Can you help with this bug please? Thank you, Jens
Products
Is it possible to have components that make up an end product in the products section of CRM? Eg.. a pencil which is made up of lead and a plastic tube needs these two components to make up the final product which is the pencil.When setting up the pencil in the products section these two components can be selected.
CRM .XLS file lead import only importing the first 44 records
I have tried importing leads from an .XLS file that has 65 records. Only the first 44 of these show up in Zoho. I have tried the import twice and I have checked the data to make sure there is nothing in the final 20 rows that would cause an error. I received no errors on the import.
Zoho CRM interface
Zoho you are planning update the UX and UI of the web app of Zoho CRM? at like Zoho Books or Zoho Contact manager Thanks, the actual interface is very old and little bit functional
Zoho CRM Consuming 100% CPU with Google Chrome Helper
Hi, I'm not sure if anyone else is experience the same type of issue. But in recent months my Google Chrome Helper is constantly consumer between 80 - 100% of the CPU only when I have Zoho CRM running in the web browser. Every instance of Zoho CRM I am running (so say 3 tabs), each will be consuming this much CPU. I'm using a Mac Sierra with Google Chrome Version 67.0.3396.62 (latest) I used to be able to run 5 - 6 instances of Zoho CRM with no issue.
ZOHO CRM in a Multi Tenant Enviroment
Hello, As we all know, ZOHO CRM works in a single tenant enviroment and this is OK for many projects, but if you want to grow and get ZOHO an option for very big companies with specific demands, working on a multi-tenant enviroment is a must! If we want to connect two or more CRM´s instances and exchange data with criteria between them, there is no easy way of doing this, like for example, in the ZOHO Creator enviroment that is multi tenant, i can query other apps within one app. We already try to
How do I import data into CRM subfields?
We have started using subfields to get around the lookup field limit on forms but we have not found a way to import data and populate them in bulk. On the backup and migration mapping they appear as separate file, like a separate module. But we can't find a way to populate them via import because you can only choose one file at a time when importing. We tried to use the migration feature but we can't seem to populate the subform with contacts that already existing on Zoho. Is there a solution you
How to setup a signature requirement when changing deal stage
Is there a way to set up zoho crm so that it requires a signature from a client when changing deal stage? Basically when changing deal stage I have some fields that become mandatory and customer must accept before proceeding, but we also need a signature from client. I signed up for the zoho sign trial but I cannot find option to make it a requirement. I understand when looking at the deal you can click on the button to initiate zoho sign but I would like to either make that option a requirement
How to update automaticaly a custome formula field?
Dear Zoho, I created a custom formula field which calculates the number of days from the payment due date of an invoice. Please let me know how I can auto update it on a daily or weekly basis. Currently it calculates the actual value if I open the invoice for edit.
How can I check the phone number?
I would like to check if the phone numbers of my customers are real or not. How can I do it?
Does anyone use Zoho CRM for Real Estate?
We are looking for some type of template to use Zoho as a real estate agent. Does anyone know where we can find this?
Zoho CRM for Real Estate??
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Professional use of Zoho for Real Estate
In a search for a CRM system for real estate I do not see much activity or proof of use for Real Esate applications or add-ons for Zoho CRM. I am new at Zoho, but use several ERP and CRM systems for several different activities (brokerage, property management
Zoho CRM - Change Date Format in Template
Good Day, In Zoho CRM.Our Quote Module has a "Date" field. We use the Quote Module to generate a Quote Template which displays this date field. By default the date is displayed in American format MM/DD/YYYY We quote customers all around the world and to avoid confusion we'd like to use YYYY/MM/DD How can we have our template display date in this format? Thanks in advance.
Related list name customization disabled for "Member Accounts"
Does anyone know why the edit button next to the related list name for Member Accounts (associated to the standard lookup field Parent Account) on the accounts module quick view is disabled? I can edit the names of most related lists but this one, along with the activities related lists names, is impossible change. I wouldn't like to use a new custom field to replicate what the Parent Account field does just to be able to put the related list name that I like. Any specific reason for this limitation.
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