Message sending failed via Leads
Hi, When I try to send an e-mail via the opportunity module, it fails : "sending message failed" as you can see (in French) in the attached screenshot. Can you help ?
mass add products to potentials
Is there a way to mass add product details to multiple potentials?
Tracking Leads
Looking for a way to utilize ZoHo CRM that allows us to upload our Leads and be able to schudule and track follow-up actions of those leads in real time. Would love to see some examples of this or any suggestions on how to achieve this. Thank you!
Customization - Search Layout on Leads
I have changed the search fields on the Leads customization, however the search fields do not appear, ,Does anyone know why? https://crm.zoho.com/crm/ShowSetup.do?tab=customize&subTab=search Peter England Tel: 0208 123 1473 Skype: peter_England
Contact approval workflow for Contacts added from ConstantContact through SyncApp
Hi, We have a webform on our website that links to our ConstantContact account (I think the form is built in FormStack) Each night, we run Carzoomi SyncApp and any new contacts in the ConstantContact list come into Zoho. I have asked the web developer to pass a value for "Webform Contact" for Contact Source field so I can identify these. I have Rules and Alerts set up to notify my admin to check the info and my BD team to follow up. What I would like to do is create a workflow with approval, much
How to extract transitions of a potential from from one given state to another in a report
Hi, I'm trying to create a report on our potentials listing transition from state "lead" to state "offering sent" within the last 30 days. Just this transition. Anyobody know how to query this? Best regards - Mike
Feads
We have just started trialing zoho, so are only using the free version at the moment. does the 'following' and unfollowing' of feads not work in the free version?
Data sharing rules limit at 15
I see on the Enterprise edition there is a limit of only 15 Data Sharing rules? Is this correct and is it org wide or per user? We use territories, but they only work on Accounts, Contacts & Potententials. We need to give granular access to Inventory modules, i.e. Quotes, P.O. and Invoices and Cases to non-sales team members. It seems the 15 rule limit is not practical. Thanks
What can we do to avoid spam messages?
I use a web-to-lead form on my company's website and I've been got a lot of spam messages, as you can see on following snapshot: So, what can I do to avoid those annoying stuff? I've configured the Recaptcha from Google and programmatically adapted to web-to-lead form in order to try blocking those spammers, however they still coming. If there something I can do it would be wonderful. My hosting is from GoDaddy with cPanel, if it's relevant.
Zoho Support Delays
I have 2 problem reports open for 5 days now. Except for the usual ' we got your request' email there is total silence! We only use Zoho CRM for a month, Is that what I have to expect from Zoho?
Territory Selection Drop-Down Problem
Hi. When using the territory selection drop-down, I used to be able to select, for example, "North America & Its Subterritories" from a secondary drop-down. (See attached document). Now when I try to do so this secondary drop-down disappears. I thought this could be browser related (I use Google Chrome), so I tried Firefox and IE to no avail. The attached document shows screen grabs of what I am trying to explain. John Galich
Paste e-mail addresses to add contacts to campaigns?
I can't seem to figure out how to do this easily, but the only way to add contacts to a campaign through various uploads or checking them off in the "Existing Contacts" dialogue? Seems like there are lots of web apps out there that let you simply paste a list of e-mail addresses into a window and that gives you your list. I'd love it if Zoho could implement this, unless it's already there somewhere...
Deactivate Workflows
Is there any way to temporarily deactivate certain workflows? I am attempting to import a large number of items that could potentially trigger tasks to be assigned.
Email from Zoho CRM
This is the error I received today: You cannot send further emails to this particular email address due to the following reason. Daignostic-Code smtp;550 5.7.1 Service unavailable; Client host [74.201.155.119] blocked using FBLW15; To request removal from this list please forward this message to delist@messaging.microsoft.com Status - 5.7.1 (delivery not authorized) I can send emails to this same email address (aquintana@arise.com), from any other email software, including Zoho Mail, but I cannot
Increase Limit on number of active workflows
We would like to be able to create and activate more workflows than the number currently supported in Zoho which is capped at 30. This enhancement would benefit enterprise customers who need more automation and could potentially generate additional revenue for Zoho as a value-added feature.
Meaning of potentials stages and purporse
What is the Potentials purpose, once a lead is converted a new account and contact is created too? When I need to change a potential stage? Last, what is the meaning of the "Value Proposition" stage?
Default Date field on a web form
Hi, I have a hidden field on a form which is a date field, I want the field to default to the date the form is submitted. This isn't a build in function so I have created a rule that should set the field when the record is created but this doesn't work (only works for UI created records) I have seen some share a script to add into the HTML code but this too doesn't work (see below) <script> var ct = new Date(); var curmonth = ct.getMonth() + 1 var curday = ct.getDate() var curyear = ct.getFullYear()
Workflow across modules
I would like to generate an e-mail when a Prospect becomes a client for for the first time. Our internal finance department needs to set up a new client on our billing system when this happens, and I want to be able to e-mail them all of the information we've gathered about the Account, associated Contacts and the Opportunity while in the business development phase. The logic would be fairly simple: When Opportunity Stage is Win for the first time AND Account IS NOT "Client" OR "Former Client"...
Add Existing Contacts to Campaign - Account name
Hi In the add existing contacts to a campaign - is it possible to add in 'Account name' in the view? We have a mailing list for journalists - but might only want to target specific publications - so will need the name of the Account to check that we are including the right journalists ie. email account name johhy.smith@abcmediagroup.com ABC Media Group - Motor Car Magazine pam.jones@abcmediagroup.com ABC Media Group - Rabbit Monthly
General Sinc problem
Hello I'm new here and work for now with the free version. I put all the info on PC like new prospects, contacts, phones call etc.... and when I take my tablet or phone I dont see any changes or upgrades. I't look empty I'm connected with the same user and pass.... When I done it on the phone, It was upgraded instantly What I do wrong from the PC? Thank you Mario
Many accounts for one potential
Is it possible to fix many accounts to an only potential?
Free version Embed options
I am using the trial/soon to be free version of Zoho CRM, on the webworm embed options I only have source code? I was hoping to embed into wordpress and everything I read says this should be an option? Am I missing something?
Add Contacts to Campaign Based on Products the Account Owns
Am I able to add contacts to a CRM Campaign based on the products that the Account owns?
Replicate Opportunities
Hi, I have an opportunity that I wish to replicate and automate over twelve months of the year, is there any way to automate it over twelve or do I need to clone it each month manually?
availability of zoho CRM adviser in pune
We wish to talk to ZOHO CRM adviser in Pune for configure the CRM to our needs
Workflow not sending emails
I put on my website a "new lead" form and additionally I configured a workflow to send a "thankyou" email when a new lead comes from website and the rule should be applied only when a lead is created and not edited. But in my case, I set in config to aprove each lead before, in order to avoid spammers. The problem is that the email has not been sent and I have no idea why. So, my point is: when a lead needs to be approved, is it considered as a new lead from the "workflow view"? Can we apply a rule
Saving Emails
I would like to be able to choose what emails get saved under my contacts instead of every email with their address being pulled. Is this an option?
How to use Zoho CRM to store our new webpage registered users automatically
We have a webpage and new users might signup to the service. How can we use Zoho store the user's info to Leads automatically when a new user has been created?
How our company should use Zoho (B2B)
I am a sales rep at a company that has recently invested in Zoho. We are trying to figure out from a broad level how to use the software. Our company sells to school districts. We have a database of every school district in the United States that we would like to upload into Zoho. Our sales reps will then gather information about the districts in their territories and maintain that information in Zoho as they sell within their territories. We would like to use Zoho to manage our sales pipelines.
Email sent from CRM contact -mass email
I sent mass email from contact is Zoho CRM. After sent their are not in filed in contact file. I have the text No records found. What to do? Where i can see the sent email?
Can receive e-mails/gmails but cannot send mails as coming from my company account
Hi, I cannot send emails through Zoho CRM using my company address as the "from" address (thus not a Zoho email address). When tried I get the following code: Error while processing the request! Unable to connect SMTP server:smtp.gmail.com Reason:Authentication failed:535-5.7.8 Username and Password not accepted. Learn more at 535 5.7.8 http://support.google.com/mail/bin/answer.py?answer=14257 fs1sm1094018pdb.16 - gsmtp However the user name and password I use are definitely correct (e.g. Zoho CRM
Parent Account Sort
Is there a way for me to create a view where I see only the parent accounts?
Approved Date
Is it possible to expose the date a webform submitted record gets approved? I had a workflow doing this but now I am on the free version I can't run more then 1 workflow!!
405 Not Allowed when subscribing new account
Hello, I am trying to create a new account by using the form bellow and I am getting 405 Not Allowed error. https://www.zoho.com/crm/lp/signup1.html?edition=free1
User permissions in the free version (for up to 5 users)
Hi. I'm trying to understand the CRM before we decide to buy. I've created 4 users and currently they're able to view each others' data. Can this be changed to allowing users to only read their own data? Thanks in advance!
How do I sort leads by type or description?
I want to sort leads on criteria other than contact name, company name, city etc. How do I sort using a custom field that I have added?
Best Practices for tracking client activities
We have individual contacts who attend our various trainings and events, and we'd like to be able to show the history of attendance on the client record. What's the best way to do this? We're not using Zoho CRM for event registration or anything, so would we create a bunch of events and then attach individual contacts to them? Could all of this be handled with an import of some kind? Curious about the workflow for others in similar positions.
How do I setup Zoho to start using for 3 users?
So far the company Zoho has not been easy to get in touch with. We are ready to get started and I haven't heard from anyone. There will be 3 users for the CRM software initially. Can someone help? Joe
Web forms are not working for my client
Hi, I am trying to convince a customer to get ZohoCRM and Campaigns and we are now in the trial period and I am having a problem with web forms. I created one against potential clients and is not working. You have the webform here: http://www.witcamp.com/contenido/psl-ara-lleida It works well and it does reply with the confirmation page but it does not register in their crm. Any ideas? thanks
How do I track services proposed?
I need to be able to track: 1) What services I am proposing to a potential client 2) How much work (variable monthly retainer or set number of hours depending on job) I am proposing for that particular service. Here's an example: If I am proposing a landscape job to someone I might quote them $XXX (hourly rate) for an 8 hour job. I might quote them a flat fee of $XXX for a job. I might quote them $XXX/month for an ongoing monthly service. How do i keep track of what I am proposing to each individual
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