Why does my Lead Source in Leads disappear when I convert to an Account??
Please help!
what is the difference between a lead vs. contact vs an account?
I think of people with whom I do business as clients. those whose business I would like to have as prospects.
Workflow field update does not fork for me
Hi, I have two workflows in Envent Modul: One sends a special notification to the Lead about the meeting that we have arranged. Second send the same information in case of field update: Location, From, Unfortunately the second workflow does not send any emails. I have created the second workflow by cloning the first one and just change the Execute On from Create new record to Field Update. 10x in advance for the help, Apostol
Reports on status change
Hi, Please, would you advise on the following issue: I've made custom filed (in the Leads) named "Status" having two values (A or B). I need a custom report indicating the list of all Leads which "Status" were changed from A to B during the particular period of time.
Company
Hi, We are in the residential market, and our customers do not have a company. Any best practices out there when dealing with residential customers? Should we just name it "residential" under company? Also, do we convert leads into contacts or potentials when the job is sold or estimate is sent? Thanks, JA.
Lookup fields
Hi Guys, It would be nice if a lookup field in CRM could be multiselect, as in Creator. Any ideas what will be in the next CRM update on Feb 15th? Thanks Andrew
Editing Contacts when not the Contact Owner
How does some one other than the contact owner edit a contact? I am trying to add a phone number and other important information.If only the contact owner can edit, how do we keep ZohoCRM up to date? Thanks
Difficulty adding a new user account.
This is the message. "Paul Gooden has invited you to join Omnicell International's CRM account. Since you are already a part of omnicell's CRM account and you are the only active user in that account, you will not be able to accept the invitation. To accept this invitation you need to, Delete omnicell's CRM account. You can refer this help document to know how. Once you have deleted the omnicell's CRM account, click Join Omnicell International's CRM account. If you do not wish to accept this invitation,
Something is broken with links in zoho CRM
we have been using the links feature for more then 2 years now but something changed. Ex. the programmed link is http://www.website.com/forms/CLAIM - ${Tasks.Distributeur/Claim}.pdf?nocompte=${Contacts.Numéro de compte}&name=${Contacts.First Name} ${Contacts.Last Name}&address=${Contacts.Mailing Street}&city=${Contacts.Mailing City}&zipcode=${Contacts.Mailing} but somehow the & symbol will be converted to & in firefox or chrome and messes with url to not function properly. but in explorer
Zoho Associates Contacts with Multiple Accounts
I have several instances where a contact moved from one company to another, or a contact with the same first & last name may exist with another account. The problem I'm having is, when I complete an activity for a contact and have it associated with the correct account, the same completed activity shows up for other accounts the contact should not/was not associated with. I now have multiple account records with completed activities listed for contacts who no longer work there or are the incorrect
Please clarify bi-directional sync
To get crystal clear....bi-directional sync of Accounts / Contacts 1. happens only once per 24-hour period. 2. means that each "system" (CRM/Books) is storing its own record (account or contact) and that I must choose "Clone, Overwrite, Skip" to resolve a duplicate. 3. There is no ability to merge two records on a field-by-field basis. However, "invoices" can exist in CRM or Books or Both. Further, in CRM I can choose to create a "Books" invoice which is different than a "CRM" invoice but if I create
Exporting contacts
Looking at other posts it seems you can only export your contacts via a report, ive done this, chosen to export to excel in drop down, but there is no done or export button, ( other than the export button that give you option to export to excel ). So nothing happens, what am i doing wrong? separately is there a way to export directly into mailchimp or sync with it? Michael
All of my contacts are gone
I checked all contacts, no information is there. It is as if I never used Zoho before. Is there any way that my contacts can be recovered or maybe check if I used another email address? Tamara Rasheed email tamararasheed@gmail.com
Deleting Zoho CRM without deleting all Zoho Services
Dear Zoho team, we manage our tasks in Zoho projects. I have setup Zoho CRM to test it out a while ago. Since then, my co-founder opened an own Zoho CRM account and invited me. Now, I cannot join without deleting my whole profile - which would cause the whole services to be deleted, right? How should I proceed? Thanks for any answers! Cheers, Michael
Problem with inventory template
Hello, someone has problems with inventory templates? Html styles don't Work Thanks and regards
How do I track lead follow up dates
I am needing to track interactions with our sales prospects and select a time and date to which we need to contact them again. Does Zoho have such a functionality? I saw the set task function but i'd like a next follow up date function where I can go and see a list of businesses by chronological order as to when to follow up with them.
Global Macros?
I add some macros to a custom modul... works fine. Change the user within our organization and don't have access to the macros. How to setup global macros?
Unable to join enterprise group due to existing individual account.
Hi When I try to join company group on CRM. I get following message: Also not able to delete individual account using the help section link mentioned in the email: https://www.zoho.com/crm/help/security/add-users.html#Existing_Users Unable to join XXX India's CRM Account Since you are already part of a CRM account and you are the only active user in that account, you will not be able to accept the invitation. Delete that CRM account. You can refer this help document to know how.I am unable to delete
Excel- big amount problem
Whenever I extract data from CRM in excel, The values that are greater than or equal to 10,000,000 gets converted into something like "1.0E7" A solution that I know is removing ' sign from the value. ( '10000000 to 10000000 ) But it is not possible when there are multiple figures, kindly provide a concrete solution for the same.
No record of sent mails in Crm
When I look at one of my employees contacts in the crm there is no record of her sent emails. I nfact shes not even on the list of people. She doesnt appear under zoho mail shared users. She can see her set mails from crm in her contact when logged into her own account but I cant as administrator.Is he account in some way not associated to me?
Custom modules data cross-checking
Hello everyone, Our company supplies GPS tracking for vehicles, with a subscription plan (1 to 2-years contract) and with GPS tracking devices lent to our customers. So, I have two custom modules: - Vehicles (keeps record of all vehicle we are tracking) - Tracking Devices (keeps record of all devices we have) Every entry on Vehicles module have a lookup field to tracking device module, to record the tracking device installed in each car/vehicle. I trying to find a way where i can know how many tracking
Converting Potentials
Hi- I seem to be unable to convert a Potential to an Account when it goes active. We can convert Leads into Accounts, but I can't seem to find a way to convert the Potentials- I don't want to lose all the notes and tasks scheduled. Any help would be appreciated. Thank you-
Backup CRM - backup starts on
Hi, if I want to backup all the CRM, do I need just put date "today" or do you mind explain me what exactly "date backup starts" mean? Thank you very much. Martin
Mail merge
I just renamed my Mail merge folders, and then - my templates were gone - Frustrating
search leads by lead owner
Hey all, We have 4 sales reps including myself. How do I view each person's leads separately by lead owner?
Unsubscribe or delete contacts
Can I delete subscribers on the free plan? I guess not Can I unsubscribe people on the free plan? I need to send a campaign urgently and I must remove a few people, is there a solution with Zoho CRM?
CRM Emails not loading
I just sent a lead email today for the first time and when I click to see the lead's client's business card to see the email I just sent it just says loading. It's been saying this for a few hours. When will the email appear? Thanks
Suggested 3rd party email clients
What 3rd party email clients does Zoho recommend for having email best integrate with CRM? I see this question was asked once before but no reply. Thanks Nick
ZOHO CRM UI
Hi, I have noticed Zoho rolling out new UIs for most of Zohos apps lately , this new direction is much more modern & user friendly, my question is regarding Zoho CRM, is the CRM going to follow the same design cues from new mail, social etc apps????
Creating new tasks
Hello, When creating new tasks, there is an option to click "Save and new." When you click this, it brings up a totally blank task where you have to associate the new contact, opportunity, account, etc. from scratch. When my organization uses this feature, we would like an option to click "Save and new" and create a new task for the contact, opportunity, account, etc. that we are already in. Would there be a way to differentiate "Save and New Task for this Contact" and "Save and New Task (Blank)"
Missing Application Button
Hi it's easy to go from Zoho invoices to Zogo CRM via the button on the left side. (open up all apps) But: How to go from the CRM to any other Zoho Apps?
Keeping Information When Merging Duplicate Leads
We are setting up a new website that will have multiple Zoho CRM lead web forms included. If somebody wants to download a white paper from one session, then may want to come back and download an infographic, we'd like to capture that interaction all on a single lead record. We will be asking for their email address for each download (would rather not ask for name if that's possible). It seems best to set the option to not allow dupes then hand merge when we get an email notification. But, what's
Convert Leads to Account
Hello, I'm trying to convert Leads to Account, but when I do this most of the data isn't converted. How can I make sure all data will convert from leads to account? Thanks very much
CRM dissociate from organisation
I currently use Zoho Support and am trying to integrate Zoho CRM. My previously trial of CRM was closed by yourselves but when invited to our companies new CRM I receive the following message:- Sorry! you cannot accept this invitation now. Your email address(xxxx) is already registered as administrator under the Organization xxxxx. To join the organization xxxx, you should dissociate from the earlier organization and role. This has also occured to some of my colleagues who tested CRM on a free trial.
"Scheduled by" field in Events Module is not reporting accurate data. Help, please!
We are experiencing an issue with reporting in the Zoho CRM when using the "Events Module". The problem is that the "Scheduled By" field in the events module is not showing the field entry data. Example: We have a report, which should show all events scheduled by Sam; however, this report only shows accounts where there is only 1 event. It is having problems pulling "Scheduled by" field entries on all accounts with more than 1 event, not showing for those with multiple events. We are sure that it
Issue - Unable to Organize Record Details in CRM
There is an Emails section where all the received & sent messages can be viewed for a given record. I am unable to change the default position of this section. I have attempted to move it in Chrome, Opera, Explorer and Firefox with the same issue occurring in each -- the Emails section (list) is not among those available to organize. I was only able to "move" it by completely removing other lists from the details page. When I added those lists back, the Emails section returned to its default
Scheduled E-mail Reminder for Task
Hi, I would like to put an E-mail reminder for Tasks as described on this page http://crmkbase.zoho.com/how-to-set-reminders-for-activities. But I do not have any scheduler to put it, the reminder is send when I create the task, not when it's scheduled. Could somebody please advise? BR Peter
Register leads/ contacts to different lists
Good day! I need to send leads/contacts to different lists depending on what product leads/contacts are comming from. Leads/contacts from different product pages need to be added to different lists of contacts. How can I do this?
Validation on Timed-Based actions
So for example: We want an follow up email to be sent 3 days after a quote has been sent (timed-based action) BUT only if the 'Quote Status' doesn't contain 'won' (validation)
Use X-Lite 4 with PhoneBridge?
Hi, Our company uses X-Lite 4 as softphone. Can this be used with PhoneBridge? Thanks, Håkon
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