A report for leads created by source (hopefully ediatable) for a specific time frame
Can you help? i need a report that shows all my leads for a specific time frame (i.e. last month July 2016 etc). I need to be able to filter on lead source and it needs to include leads that have already been converted. I may generate 50 leads in July, some of them convert during july and some may convert in september (or even later) but i need to be able to generate a report that shows me all of those leads, i need to see the lead source too. Can someone wither show me how to do this or create a
Closing Date Displayed in Wrong Format Under Stage History
CRM is displaying dates in our local format DD/MM/YYYY except under Stage History where one date is formatted dd/mm/yyyy and other is yyyy/mm/dd (see attached screen cap).
Training videos and assesment exams, quizzes for new hire employees
Does anyone has any recommendation for training and a test before hiring someone? To make sure they watch and understand the tool before they start using it.
Custom Quote Template
Is there a reason why suddenly <style> ... </style> tags are being stripped from quote template designs? I had perfectly fine quote templates. I edited a phone number on them and now they are all messed up. Everytime I paste the code in and preview, it displays perfectly but when I save everything from <style> ... </style> is stripped. Anybody else having same issue?
Closing Notes with Completed Tasks
Is there a way I can close notes for a particular task when the task has been completed and closed? I have multiple tasks for each client and would like to record notes for that particular task without it staying on the contact page after the task has been completed. Thank you
Very disappointing
I post these comments as there are apparently many people that like this program, but, wow. I am amazed at how bad the initial contact was, and I hope the company realizes they may have a problem to address: My initial call into the company was to the Sales area, and it was amazingly weak. I asked the person about 2 features I am curious about and both times he had to put me on hold and get the answer. Than the main option I desire, in order to switch to ZOHO, he first told me is not available and
Responsive email
Hi, I have a responsive design email that I want to create a template using. Each time I add the HTML code to Zoho, its seems to strip the CSS from our email. Does anybody know a way around this? Thanks Alex
Creating Potentials vs Sales Order reporting
Hi, We currently do not use the potentials field of Zoho, but would like to engage it as sort of an account forecast function. I want the sales team to project what equipment they are going to sell to each account, and then see what they actually sold against that projection. We need this to work at the product level. I.e. for every account we want to say we hope to ship 5 model A, 9 model b and 3 model C for this year. As the sales come in, I want them to be able to see what is sold, vs what is
import wrong columns into zoho leads from campaign monitor
Hi i had tried to import leads from campaign monitor into ZOHO crm but i had mapped all the columns correctly before importing. in my CSV .... if i clicked "save as" it was unicode-16 but if i import using unicode - 16 ... i will get gibberish during the mapping section. but if i chose unicode-8.. mapping section is fine but after importing.. the information will go into the wrong column! please help!
B2C and Repurposing Account Module
There's been a LOT of talk about B2C in the past I see. I did find https://www.zoho.com/crm/help/customization/customize-zohocrm-for-b2c.html and it helps. I have a different idea how this should work for us though. We're a retail window and door dealer. In my perfect world I simply renamed Accounts to Households (or Properties - either is fine) and figured all would work fine. Turns out this now requires the Company field (can't edit the name even) to create an Account. My perfect Company (or Household)
Today's CRM upgrade
Today I pressed a link in CRM 2016 to enable bug fixes etc. Can somebody advise me the details of the upgrade?
Custom Modules Question
The standard modules aren't working for us so here's what I've done. Created a custom module called Properties (replaces Accounts module) Created a custom module called Homeowners (replaces Contacts module) I can create a custom module for Potentials if necessary but the default one is fine for our purposes if we can continue to use it. Now, when I convert a Lead I want it to map fields to these 2 (or 3) custom modules instead of the old ones. Can I use the existing Leads module to do this or would
Unable to process your request
When i try to connect to Zoho CRM i got the message "Unable to process your request" and a blank page. When i received the email to join, i click the link and just a blank page too.
Warning in templates about missing attached files
I've created an email template. When I press send, I get the message: "It seems that you might have forgotten to attach files. Send this message without attachments?" I have tried converting the message to plain text, then reformatting and I still get the message. Any ideas? Thanks.
Assigning a specific Page layout from a Lead conversion.
Hi, I haven´t been able to assign a lead to a specific page layout whenever I run the process of lead conversion. Is it possible? Manuel C
Unable to access the data
Hi, I have been invited to join a group for the business I work for. At first, everything was fine, I had access to everything. However, a few weeks later, I can still login and my account still appears as active in the admin's panel, but the CRM shows me an empty database. Basically, I can't access any activity/data from my account. I tried deactivating and reactivating my account via an admin's panel, but it still gives me an empty database...
Close Open Tasks Upon Lead Conversion
Maybe there's an obvious way to do this I'm not seeing? Essentially, when a Lead is converted I'd like to close any open Activities associated with it. Generally when we're converting a Lead it's due to it turning into a Deal and any pending Activities are no longer relvant. Any new Activities required will then be added with Workflow. Can this be done with Workflow (couldn't find a way) or a Custom Function? Thanks, Ron
Web form is not bringing information to leads
Hi! We were using the trial versión and we managed to créate a web form and then when completed the leads entered into CRM direclty. Now the web is up and the webform can be completed but there are no leads in the CRM Please find below the code <!-- Do not remove this code. --> <input type='text' style='display:none;' name='xnQsjsdp' value='537d1213597635f2fe3f4ea2f9c3781dcdb140a85af71cdfdd661410da3d493e'/> <input type='hidden' name='zc_gad' id='zc_gad' value=''/>
Getting error code 4600 = unable to process your request.
Hi Team. I am currently assisting someone that is having issues with their connector. Can someone help us with this? Thanks!
set reports to sort column X by alpha
I want my reports to always sort by column X. How do I force Zoho CRM to display my reports by my default sort param?
Is there any way to get the url of the current page using custom functions?
Can anyone help me? Thanks Prudhvi
Is it possible to link a contact to an google calendar event?
Is it possible to link a client to a google calendar event?
crm and campaigns
does crm still come with the free campaigns 2000 subscriber or has this been changed for new users?
How do I merge 2 accounts that appear to have the same name
I am evaluating Zoho. I imported about 10k contacts, and then tried to add a new contact for a new individual at a company that was in the original upload. I now have 2 Accounts with the same name. a) How do I merge them b) When I create new contacts in the future, how can I select account name from a list of existing account names to avoid recurrence of this problem.
Problem with email templates (new version)
Hi all, We are experiencing a little problem with the new version CRM. In our office, emails to clients are sent through CRM, often using templates. Previously, you could create templates with different email address and then choose which one to use as sender. This function is essential to us as all of our staff have their own individual emails on their accounts, however, most communication with the clients is supposed to go through and "info@" mailbox. Could you please advise how we could programme
What is the best way to generate a call list?
Hello everyone. Hoping that someone else has come up with a solution to my issue. If I understand the flow correctly (Salesforce trained) Leads to Contacts linked to Accounts. Deals link to Contacts. With this in mind when I contact a lead I create a call. Then I schedule a call. Once I have qualified them then they become a contact. So far so good. My problem is that when I need to call them back, and I have scheduled a call they don't show up in today's calls. If I goto the Activity tab
Unable to process your request
Hi. I am with problem login in in Zoho CRM, i got the message Unable to Process Your Request. I receive the invitation, but when i try to open the page it just hangs in a blank page... Don't know what to do, with other email technology@purplefinchstudios.com i can login… Really need help because this is not working fine.
Problems with CRM sign / login
Cannot join the CRM account, keeps getting the messa unable to process your request... already sent some ticket but no answer at all...
CRM Plus Index Page is stupid
Sorry for the title but it is true. There is this great page for CRM Plus users https://crmplus.zoho.com/[your-account-name]/index.do (screen grab attached) It has an icon of all the different combined SaaS the Zoho CRM Plus offers, but... Clicking on one opens the software in the same window rather than a new tab. Right clicking only offers to open the image of the icon in a new window... that actually made me laugh out loud. "here is all your stuff, but you can only click one" So please make the
Tracking emails
When I email a lead from CRM, is there a way for me to know if the client opened my email?
Reordering sub modules (sales Order) on Contacts Module page
I can reorder the Page layout of contacts in <Setup>Customization<Modules> however I want to move the sales Order section up to right below the Name and address info yet do not see how. Currently "Notes" is the first section below the information fields. Greg Aanes 2109 Queen Street Bellingha WA USA
Multiple Contacts in Calls
We are frequently in calls that include multiple parties (Contacts and companies). There is certainly some lacking in customization within the 'Activity' space. I was wondering if there was a way to do the following: Associate multiple contacts and/or accounts for Call activities. Specify whether a call is actually a call or email. Current work-around is writing in the subject line either "Call" or "Email". Select different owners for activities - regardless of the user who is entering it into the
Follow-Up Calls/Tasks
I have noticed that the 'Save and Create Follow-Up Task' within the call module is ONLY present when you log it from Activities > + Call. However, often we will be logging calls from within the 'Deal' or 'Account Modules, where you have the smaller call pop-up window. In that call module, they do NOT have a "Follow-Up" Option to select. Is there any way to activate this or is it just not a current feature? If it is not a current feature, I highly suggest Zoho makes it one because Follow-ups are
SalesSignals
Hi. Quick question: is there a way to remove the 'SalesSignals' "tab" from the notifications area? We want to do it globally, so no one in the company sees that tab. Please see screenshot. Thanks.
QuickBooks Connector for Zoho CRM
Hello! We are happy to announce the QuickBooks Connector for Zoho CRM, a free connector listed in Zoho Marketplace that will help you integrate your QuickBooks account with Zoho CRM. This connector provides you with all the necessary APIs using which you can write custom functions based on your needs to synchronize the required data between QuickBooks and Zoho CRM. For example, You can write a custom function to sync the Contacts module of Zoho CRM with Customers module of QuickBooks. This custom
ZohoCRM autorespond
Hi I am evaluating Zoho CRM and I need some quick help from somebody who is already working on it. ZOHO CRM has five versions (Free, Standard,Professional, Enterprise, CRM Plus) a) If I want to use ZohoCRM such that, every enquiry in my website will direct to Zoho as lead and Zoho will then automatically send an acknowledgement email to customer, which version should I buy b) If I want to use Zoho CRM that whenever a person is assigned (manually or automatically) any task in CRM pipeline, she gets
Web to Lead Email Notification
How do we edit the template for the web to lead email notification. As it is now, it doesn't display the fields in the correct order. For example, it would make sense for first name to be next to last name, instead of separated by 10 lines of other info. Please advise...
New to Zoho CRM
We are currently in the process of implementing the Zoho Plus CRM system within our workplace, and I am hoping fellow users may be able to assist to best utilise the system for our needs. We run Training Courses within our establishment whereby I need to create a report to pull all attendees information for the Course Trainer. Am I best to use a Module such as Products to house this data? Another arm of our business in Conferencing so we also require an area to input all information on businesses
Contacts and Mutiple search catagories
How do I assign a contact to multiple search citeria? Let me give you an example... I want to code them in as (each seperate for searching individual or collective) Code as a Friend. Also Christmas List, Also Special Contact... This way I can sort by one of these or multiple and pull them up to contact all that fit the criteria or print labels, etc...
Can create contacts from my accounts?
When we imported our customer base from our billing system we just created accounts with all contact info. Now, we are looking to do email campaign but need to create contacts to do so. Is there a way to create contacts from our accounts? Thanks, Kurt
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