When I convert a lead, the account dissapear and the lead dissapear. The data is missing.
The lead has customs fields and and the whole form is modified. The account form was also modified and all the new fields were mapped among them. The data is uploaded in bulk to the leads. When I try to convert a lead into an account, the lead dissapear, but doesn´t get converted into an account. The data is just missing. I hope someone can help us, thanks.
Tracking Referrals in CRM
Hello, We are trying to refine our referral tracking and report process in the CRM. We are tracking both given and received referrals and some of them translate into leads, others do not. How have other people tracked this?
In Zoho can I change account back to a lead ? Thanks
I have imported many contact from ACT and there was no way to separate them as leads. Is there a way that I can change account is ACT back to a lead in zoho ?
Having Trouble with email integration
I have the professional level and the campaigns. I want to simply send an email to some leads and keep track but can't see how to link up. we traditionally have used outlook so I need to set up to send emails from zoho to look like they are from our email address. I understand that the replies will return to outlook and that I will have to cut & paste to track in zoho. This is a nuisance though. I am not finding in zoho crm where to initiate a one time email to a lead?
Selecting leads in CRM by if opened in campaign
Is it possible to select leads (or contacts) within CRM that have been synced to Campaigns and that were opened in an email campaign? I want to prioritize these leads for a warm call while working within CRM.
Delete Potential
Cant delete contacts, or potential business... ?? its like the delete button is disable
Multiple seleccion list without default is selecting ALL values
Hi I created a multiple selection field on my Leads module, and I did not choose a Default value because we dont always need it. But when we create new Leads, ALL of the values get selected automatically, even if we don´t "fill" that field, we still get ALL of the options automaticaly for all of our leads. How can we avoid this???? it should be off automatically
New Project from CRM
When creating a new project from the Opportunity of the CRM module there is not an option to add the project to the Projects predefined Project Group in Projects. This feature is available when creating a new project in projects. The lack of this feature put the newly created project from CRM into the Ungrouped projects category. It is then necessary to go to projects and edit the project and assign it to the correct group. Otherwise the project is created in projects and then associated to the opportunity.
workflow for vacation rentals.
I want to manage vacation rentals using vrbo. I need help with how my workflow should go. Should I book a rental as an a event? How can I assign that event to one particular property (was accounts tab).
Using First Name or Nickname in mentions
Wondering if you could add the possibility to use the first name only or a nickname on the mentions in the notes? Having to search for formal name but even more displaying full names in comments doesn't work that well from a reading view.
Sync with Microsoft Exchange and Outlook for Mac
I have a Mac and email through outlook 2011 running on the exchange 365 platform. I also have an iPhone and iPad. Is there a way to set it up so everything would sync together. Can you sync through exchange since the only add-on is for outlook for a PC? I just want to be able to add a contact on my iPhone and it syncs to outlook and Zoho. And I want to be able to send all my emails through outlook, etc. Let me know. Thanks!
Assigning more than one role to a user
Hi, I have a couple sales guys who work on more than one magazine at a time. How do I assign more than one role to them so that they can gain access to the data on two different magazines? Antony
Unit Price vs List Price and their rolls in creating PO's
We are a distributor for many different manufactures and I am trying to figure out how to tailor the system to our company. Can I omit the need to put the list price on a PO? I figured the unit price would reflect the price on the PO and the list price would be the customers cost.
Price Books - List Price
Quick Question: In the price books tab, I have set up a few price books, each price book has a few products included in each. When I view a price book, it only shows unit price (column/list view). I have looked but cant seem to find the answer. How do you show list price and unit price for each price book in the list view. I have looked and there is no selection for this? Thanks
Territory Management, Assign Territories, "Mailing country" not available to create rule?
Hi, I am trying to get territories (based on countries) to be set automatically when I convert my leads to contacts. In the lead and contact I have the field "Mailing country" but to create rules I only have "Billing Country" and "Shipping Country" avaliable which is probably why my assignment doesn't work. How come I can't set territory based on "Mailing country" ?, Any workarounds
Cannot delete a contact
I have been de-duplicating some contacts as I'm importing from many different files. I keep getting notice every time I check the contact and use the "delete" button on my contact view screen. So I checked the box on the notice thinking it would stop showing when I tried to delete the next contact but instread it has now prevented me from deleting and contacts. It's like the delete button on my contact view has now been disabled. Anyone come across this? So do I somehow need to switch the notice
Tasks - Assigning Tasks Dynamically
So right now, we only have the ability to assign tasks to specific users. Whether through a workflow, through a macro, etc. Well, recently in the Potentials Module (Which we call the Sales Module), we created a lookup field called "Case Manager". Then in order to assign each sale to a specific person, I had to create another module called directories and create all of our users in there again as records so that they could be selected. The problem is, tasks have to simply be assigned by user, not
Is it possible to see a table with the websit
Hi I want to see a list of my leads and next to it their website Is this possible or i need to click in to each profile back and forth? Thank you
Sharing issues with Zoho CRM Professional Subscription
I have problems sharing with other roles even on the same Peer level with Share Data with Peers on. I created groups in every combination possible "Role A" could not share "Role B " even on same peer level and Share data on . Can't configure "Data sharing Rules" because I have the professional edition. I even put both persons in the same role, activated share with people in the same role and still one user could not see other user leads. I'm in the initial stages of implementation, but is really
How do you import a list of tasks or events (and include a reminder or follow up)?
And have them associated with existing contacts? Looking to send a mailing to 100 contacts, then upload to zoho with a reminder to follow up.... thanks
Outlook Contact Sync - Only Syncs Records Edited in Last 3 Months
I have just been advised by Zoho support that the Outlook plugin that syncs contacts from Zoho to an Outlook Contact folder only syncs contacts that have been edited within 3 months. We are trying to get our team to use Zoho CRM and sync the full contact list to their Outlook system so that they always have full contact details for all our clients on their phone. This worked OK when we first setup the system - but over time as we add new users to the CRM system and these new users try to sync all
Customizing Leads Form
Please let me know if this is possible to customize, if so how? A Tech type of role user can When creating leads - Enter leads with field PHONE When viewing leads - Cannot see the PHONE #
Having trouble adding my name to the Acct. Managers list on ZOHO
Hoping someone could help answer this question. Trying to get my name added to the account mangers list when creating new contacts.
How can I edit which columns show when I click on the leads module?
Hi, I'm trying Zoho CRM for the first time and I'm enjoying how customizable it is. However I seached how to customize which columns show up when I click "leads" and the only thing I find is how I customize which fields show when I edit a specific lead. To clarify I want to show different fields on the list of leads. What am I missing? this is surely editable... thanks, André
How to sync Zoho CRM calendar event with apple Cal?
So far the only information on your site help me to sync Zoho CRM Cal with Zoho Cal and then Zoho Cal with Apple Cal and is working fine, but it does not sync the Zoho CRM cal to Apple Cal. Any advise on this matter? Thank you in advance
Zoho should add web-forms to collect VENDORS register data
Because of VENDORS is the key module to create the order forms, billing actions, and products porfolios, It seems no be not useful that internal Zoho-CRM webforms just include <leads>,<account> and <cases> modules integration, but no <vendors> . I know I can create a custom module to collect data from it by using an external Zoho form, but the CRM integration is not possible to vendors module, so, and because the importance of VENDORS capabilities (associating them products, tracking orders, and
Not sure how (or if) this can be achieved.
Hi I have potentials which are essentially yearly energy contracts, monitoring the sale of the contract and ultimately the contract going "live" with an energy supplier. What I would like to achieve is that once a contract is live a monthly email reminder is sent to a person reminding them to read the electricity or gas meter and forward the reading to their supplier. The person may not be the contact on the potential as it may be a person in a remote location. Therefore is a company has twelve
Zoho support center: accessing the "My Requests" section
Hello, I've been submitting a few tickets through the portal at https://help.zoho.com/portal/newticket to which I got replies. There are a few which I'd like to check onto, and/or follow-up directly on the web rather than waiting for the email to come across. On the support portal there's a link "My Requests" which sends to a login page. I tried there with my Zoho CRM credentials but it kept tell me invalid username. I then tried to recover the user's password, and the page told that the username
task notification for call backs
I am not getting any notifications for call backs and i have scheduled the tasks even though I am not getting any notifications how can I get, please help me to solve it.
Changing User Permissions
Hello, I started the trial for my company and we like the solution and plan to move forward. I now need to change permissions; I need someone else in my organization to be the Account Owner for Zoho and I will be the administrator. How do I assign someone else to be the "owner" of the Zoho relationship and me as the administrator? Thanks, Tim
Account View -Standard User cannot access or view accounts
I have an issue where a Standard User cannot see all Accounts- only ones which have bee created by them or assigned to them. How do I get them to be able to see all accounts? This is a showstopper for us to continue usage across the company. Please let me know how to resolve as both Super Admin & Admin dont have this challenge,
Is there a way to develop automated sequential numbers for contacts in Zoho
I would like this to appear in our contacts field - so whenever a new contact is created it will offer an automated number
Can users have reader rights for one territory, but editor rights for another?
Hi, Is there a way of giving users within the Australia territory visibility of the UK territory contacts but no edit access? So the Australia users need read only access for the UK territory , but they still need to have read / write / delete for Australia territory contacts. Please let me know. Thanks, Nicole
RE EMAILS THROUGH ZOHO
Hello there, can someone tell me how to add in different email addresses when one is sending email if one is working for different companies and sending emails to their potential customers is this possible with Zoho and if the email is a gmail email address etc etc? Thanks Regards from Wendy
Chronological date for open tasks
How does one get the open tasks window to continuously display the tasks in chronological order? When I login and when I return to the task window (home) the tasks revert to the order in which they were entered. I can get the chronological order by clicking the date, but need to do this every time I return to the open task home page. Is there a way to make chronological order the default? Thanks
CRM setup
Hi I am really new to this CRM so would welcome advice on setup please. I am a funeral minister and require all my clients/contacts and leads to be on the system. My business is simply in that I have funeral homes as my customers, within my customers I have their clients to attend to (the actual family of the deceased), and I also have new potential funeral homes I want to deal with (presumably these would be 'Leads"?) Before I go entering data like a mad man I just want to get the system right
How can I have lost leads not show in leads section?
I would like my lost leads not to appear--maybe diverted into an email campaign how do I do this? thank you
Import templates
Hello, I'd like to import 30 mail templates in my zoho account. The problem is the templates are saved in the inbox folder and not in the "template folder". Is there a way to solve this? Many thanks
Contacts
Hi, when I import contatcts into zoho crm they are display in contact section showing name before surname. How can I have therm shown with surname before name?
Where is the "all IMAP users" option in emails
Emails allowed previously to see simultaneously all IMAP users. But this function has disappeared and only after selecting a user you can see the email exchanged. Is this a change from Zoho, or a setup I can re activate. This functionality is very useful to have an overview of all communication done between our company and the contact....
Next Page