Switching from Annual to Monthly Users
Hi! I am currently subscribed to ZOHO CRM with 5 annual users at the Professional Level. I would like to add 10 additional users and switch our company subscription over to monthly. Please advise.
Source reports for dashboard components
When I build a new dashboard component, some of my custom designed reports show up in the source report drop box, but not all. How is this managed?
Struggling to understand what POP mail is going to give me.
I bought the product after the trial only to find out that the version I bought did not include IMAP. Felt this somewhat disengenuous as I attended all the webexes etc and it was never mentioned. Anyway before I cancel my subscription I am trying to find out exactly what POP will give me going forward. Cant find any documentation other than how to set it up. Also want to understand exactly the difference between IMAP integration to Zoho CRM and POP integration to Zoho CRM.
Getting Duplicate Lead Upon Entering New Lead
Why do I see a duplicate lead under "All Open Leads"? This has happened more than once. What I am doing wrong. I am simply saving the lead that I entered. Should I not hit the save button? Thank you! SBP
trail
If I start creating leads during trial version will it save when purchase full version?
Automation Rule Not Working Properly
There seems to be a problem with the Rules in Automation. If you select Execute workflow only when the criteria is met for the first time, the rule does not work properly. If you select it for a second time it executes the rule again!
Zoho CRM Inventory Templates with Header-Footer and Page No.
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. Here's the Template Library. We will keep adding to this library. If you wish to build a similar template - please drop me an email at arnab@glionconsulting.com. Happy to help as always Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Skype:
Adding Contacts to Campaigns - There's got to be a better way
Using Campaigns for email marketing purposes seems to be how they should be used so we are going down that path. Moreover, it seems that most email marketing solutions like Constant Contact will sync with a Campaign contacts, so there are even more reasons to do so outside zoho. So, in our case we want to isolate a group of existing contacts based upon a query which we've established under contacts as a Custom View. Currently it seems 'impossible' to leverage a Custom View query to populate Contacts
InsideView integration?
Hi We are interested in using InsideView which is an on-demand sales application it can mash-up with leading SFA/CRM applications such as Landslide, Microsoft Dynamics CRM, NetSuite CRM+, Oracle CRM On Demand, Salesforce.com, and SugarCRM. Any possibility that you guys can make it work with our CRM? Thanks for the consideration. -g-
Can I create a contact into a lead
Hi, I am new to Zoho and have CRM and recruit together. I am using the CRM for the purpose of turning contacts from a prospect into a client and then moving over to recruit for the service. I have imported all my contacts into CRM and they are all in the contacts field. I have realised that I should have moved some of theses into leads. Is there a way to move some contacts into the leads section on CRM. Thank you for your help. Steve
Cannot map Lead Owner when importing Leads [SOLVED]
I'm trying to import a csv file full of leads. In addition to importing them I want them to be assigned or Owned by certain users of the system. I have followed the help file step by step and cannot make this work for me. After importing the leads successfully the Owner of the lead is still me the one who imported it. Not the person I wanted them assigned to. Per the help file "Working with leads" I have added in the csv file a column labeled "Lead Owner" However in step 2 of the wizard there is
change from trial to free version
Hello, how can I change the trial to the free version? thank you
Do we have to use Accounts in our CRM system?
We are service providers and each sale is to an individual client - not a company. Is it possible to not use Accounts? If so, how do I customize the system? Thanks in Advance - Judy
How do I disable a custom field on the Create/Edit Contact form?
I want the Contact to contain custom fields. All work except for a field that I want to make read-only: I don't want the user to have the ability to type anything into this field (it's a key for another system) but it looks like I can only make the field required (*) and limit the character input. How do I either hide the field or make the contents read-only? I still need the field to be present in the Contact record (so I can search for it later).
leads view - Max Rows allowed is 100
Hello. In the leads VIEW there is a limitation: Max Rows allowed is 100 This is very unhandy especially when I need to take a complete CSV file to import elsewhere. How can I get rid of that limitation? Many thanks Yves
What's New this December in Zoho CRM?
Zoho CRM brings to you a bunch of updates in several areas including workflow automation, Google AdWords integration, module customization, Social CRM and webform integration. Read on to know what they are. Configure workflow alert on event cancellation. You can now configure workflow alerts on the cancellation of an event. Say when an event is canceled you want a notification to be sent to the contact or lead related to the event. You can now set a workflow rule for the same by choosing "Cancel"
Leads duplicates
Hello, I'm really new in CRMs and there is no-one else to ask in our startup. So here I go with my question after I explain our process. - Leads are generated every time a user completes our online form asking for more information about our products. They complete their name, email and phone number. - If the same user asks for more info about Product 1, product 2, product 3...I want to see him as ONE lead, not as 3. - May I set the e-mail adress as a primary key? If so, how should I ? - Any other
Missing product details on info "i" popup
When I add a line item to a purchase order or quote, the "Select Product" dropdown - the "info" icon doesn't bring up some of the product information. A screenshot on the manual (https://www.zoho.com/crm/help/quotes/create-quotes.html) indicates that the info popup contains Vendor, Product Category, Qty, and importantly description. However, my Zoho account only shows Product Category and Unit Price. Is the omission of the extra data something I'm doing incorrectly? I can confirm that that product
configuration company data
How can we upload logo to my invoices, the wbsite itself states there is not enough privileges to load up company logo or modify phone humber, it is incredible!
Restore Leads Module
Hi there. I've accidentally deleted my Leads Module. There was nothing in it so no data is lost. I want to restore it or recreate it. I'd happily start with a completely fresh database since I haven't started using CRM live yet. Any advice welcome.
Webforms locked
The form appears correct on the website...but I cannot enter data?
migrate from ms crm
I want to migrate leads/account/contact in my ms crm. Others I dont need it. Looks simple but there is no actual steps to help me to do. Any suggestion? George
How do I upload excel files without duplicate records being created?
Hi, Every time I try and upload an excel file with updated info on potential clients it creates a duplicate record for the potential client rather than automatically adding the new info to the existing record. This is a real hassle because it means that I either have to update each record manually or upload the excel file and merge the duplicate records that have been created. Is there a way around this? Thanks.
Outlook Email attached to Contacts
i am trying to get emails sent from Outlook to attach automatically to the contact file under the EMAILS tab. How can that be done?
web form
I'v been trying to generate a web form for leads. after clicking save to the form details it goes to a "thinking page" and gets stuck there.
Coverted leads report
Hello, I cannot create a dashboard from the "Converted leads" report. Why? I use the free edition. Is there any limitation? Thank you. Maria
email template issue on zoho crm free (about to buy the CRM product)
I have zoho recruit and about to buy zoho CRM, but I have an issue I can't resolve on free edition I keep seeing an email template form either on the actual template or when I send the email. Attached is an axample I want to resolve this so I can decide to buy the product.
Lost old version
Hi, I was asked to reset my password, which I did and have lost all the leads that I had stored. Anybody?
Different Categories in Leads
Is it possible to different categories of leads? For example I have a business that caters to commercial & residential clients. I would like to have the leads separate. 1 for commercial and 1 for residential.
My Account is Disabled
Hi, I tried to login but it says Account Disabled. Please help.
Client's ability to reach out to resources
Hi all It's my first time posting here but I have honed in on a CRM based solution to tackle a specific problem. My company has a mobile workforce on the road spending several hours with a client. My challenge is this. I want my customers to be able to do the following through a portal of sorts [if not, through some kind of google integration:] 1. Search, see and contact specific sales/ resources from within my organization 2. Geo location based search would be great. Meaning, see where sales reps
Use another VOIP software instead of Skype
Hi, I use Skype for personal use, but at work we use another VOIP software called VoiSpeed and I would like to know if it's possibile to change the link "skype:number" in "voispeed:number". Then, I would like to suggest you to show the number+link phone in the page showed when I click on "Close task", so I can both edit and click the phone link in the same page. Thank you! giordano
change the click to dial link from Skype to a soft phone
Hi, how can I change the click to dial links from Skype to a SIP-based soft phone?
Email design failure - Who has this same issue?
p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0.0in; font-size: 12.0pt; font-family: Cambria; } *.MsoChpDefault { font-family: Cambria; } div.WordSection1 { page: WordSection1; } This is a failure of design; Why can’t “I” choose what “contact” or “account” an email (sending or receiving) is being associated with? I have several standard and engineered sales projects going at once. I typically have a “customer” a “distributor” (That have a “sales team”) and a “manufacturer” (That have an “engineering
Zoho integration of two zoho crm systems
we have 2 separate offices.. one as the head office and one as a form of franchise. Consequently 2 separate CRM systems are running similar data. We are now looking to integrate the complete data from the 'franchise' system to the head office system and all employees work from the one system. what is the easiest way to integrate the data into the main system without losing any notes etc?
Missing contacts
I need urgent help. Last thursday, more than 1000 opportunities was missing. We can see them in the view, but there are no in the CRM, we can´t access to that. You can see in the attahched image the screen. Please, we need help, cause we have to follow our job tomorrow monday, and we need recover the conactas. By the way, all that contacts are not in the recycle bin. I don´t know what´s happening. If you need some info you can contact in any time to my e-mail alvaro.corrales (arroba) agmeducacion.com
Filing into Contact History from inbox - please help!
Has anyone else experienced the change in Zoho when deleting emails from the inbox? They deny the change and cannot tell me how to resolve the problem. Up until they told us to change pop server settings, when we deleted an email from the inbox, it filed automatically in the contact history. It no longer does that. THEIR answer is to leave ALL emails in the inbox, which is stupid and a recipe for missing important ones. HOW do I now clear my inbox while ensuring emails get filed in contact history?
Push CRM Data to Creator
I have customers and prospects in Zoho CRM. I have a Zoho Creator app for sales and servicing in my business - when taking an order, I want to retrieve the customer info from CRM. No problem using Creator's CRM Lookup type field EXCEPT that I have three users of my app who are shared users. They do not see my Contacts because they are not signed in as me. I'm told I have to use workflow and APIs to send the contact data from CRM to a form in my Creator app and then do the lookup via the data in
Sales Cycle Duration after Migration
Hi, I have migrated my leads and pipeline today. The sales cycle duration is now coming as zero. Can you help me resolve this? I have created a custom field which records the actual day lead had come into the system thanks, Maansi
Natural progression in campaigns within the Zoho CRM
We are using the campaigns within the CRM but i cannot understand the workflow. If my agents dials the top lead showing in the list of leads within the campaign what is supposed to happen next? This is more relevant when the lead status changes to contacted or call back (or something else) or the member status changes. There seems to be no natural progression or workflow regarding dialling the next lead. once you go passed the 10th lead there is no consistent feed of leads, can you assist? Maybe
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