Create auto-mail notifications when new lead
Hi there, We recieve new leads to the ZOHO CRM account via the sign-up formulars at our website Aros Business Academy. But we would like to be notified by e-mail, when we recieve a new lead. Is that possible? Best regards, Anders Rosenlund
Web to Lead
I am planning on having several different campaigns running at the same time, is there a way to identify which lead comes in from each campaign? Can you tag the form Campaign X, so that when the Lead notification comes in I know its from that Lead Source? Thanks Karl Karl Woolfenden
Adding e-mails to Zoho CRM Contacts without Zoho Mail?
How do I: 1) add new contacts by email from any mail program? 2) add a new note to a Contact by email from any mail program? Being a long time Highrise user, I'm trying to upgrade to Zoho. One key feature of Highrise for me has always been the opportunity to add an email to a contact by just BCC my personal Highrise Inbox when sending a mail to a contact, regardless of what mail app or provider I'm using. Highrise just checks to recipient and adds the mail to the related contacts notes feed. The
As a super admin, can I add events as another user?
Is it possible for me to create events under the name of another user? It would be useful to be able to log events on behalf of the directors etc rather than them having to do it themselves.
Limit in Data Storage in Free Version
In the Data Storage (All Modules), I noticed a limit of 25,000 in Free CRM module. Is it bytes of data, characters or records? Could you pls. explain with an example? I have attached the screenshot as well. Thanks Regards, Amir
Are you using ZOHO CRM for a B2C coaching/consulting business? Let me copy your customization!
I'm hoping to use ZOHO CRM to keep track of my life coaching clients and the default settings are WAY off. If you're in a similar industry and have customized the leads, potentials, contacts, and accounts tabs in a way you like, please be in touch. It would be a huge favor to use "copy customization" with your setup instead of starting from scratch. Many thanks! Peter
Zoho CRM on Samsung tablet - Missing icons
Hi On the home screen of Zoho CRM with all the little icons, there is a lot of tabs not present. Things like sales orders, invoice, Activities are not present! Is it because its displaying on a tablet or has it not been developed for these devices?
Disable standard filter in ZOHO CRM reports
Hi, I do not want to use the standard filter option in ZOHO CRM report as I do not want my data to filter by last activity time. How can I disable it ? Also, what is the relation between my standard filter and my first advanced filter. Is it an AND condition or OR ? Thanks
Look up field in Web form
Hi all. I'm creating a web form, from the Contact module. In the Contact layout I have made a custorm "look up field". Now when creating the web form, the look up field is not an option to drag into the web form. All the other fields are there, except the look up field ? Is this because look up fields can't be in a web form or have I done something wrong ? Please advise, thanks. BR. Soren
Email Report?
Hello, Is there a report that can be pulled for emails sent from the previous day, or custom date field? Thank you in advance.
MS Exchange
Can i integrate MS Exchange mail in Zoho ? We use multiple email per user and per unit. if this is not available this should be a future and very important integration
Changing Lead Owners
I currently have over 40,000 listed under my name and need them switched over. Is there anyway to do this other than 100 at a time. I am not able to sit here to do them 100 by 100. It has taken me over an hour just to get 10k transferred. Please advise!!!
Territory related report
I am facing difficulties to create the following similar reports: Average Order (Invoice) Value by Territory Total (SUM or Value of all Invoices) Invoices by Territory Monthly sales by Category (this is a Territory field) All the above three reports are directly related to the Territory. Please note that my clients does not use Potentials module. To create the 3 reports - I have tried to make roll-up-summary of Grand Total in Invoices module and store those values in Accounts and Contacts module.
Error when sending emails from CRM
Hi, What does this error mean, how do I verify the ReplyTo address? Error while processing the request! You need to verify the ReplyTo address to send emails using this account. Please verify the ReplyTo address.
Users not really deleted and Email Invitations not working
Not a subscription issue: We pay for 8 subscriptions. We have 1 admin + 4 real users + 1 test user, making 6 used subscriptions. Not an email issue on our end: I have checked the server logs, I can see previous invite emails, but no emails received since having my second problem. Problems: I recently tested functionality, creating two test accounts. During this time, we had 7 subs used. After testing, I deleted the two accounts. This was so I could record setup from a fresh start. Problem
Multiple CRM trials and accounts
HI, We current use ZOHO Support (paid) and want to integrate ZOHO CRM. 3 of my colleagues have tried the free trail of CRM under ZERO CARBON FUTURE (our company name) but we have 3 different CRM free trial accounts open and inviting these users is impossible! Can we start again with a single account to trial CRM properly before we migrate to full ZOHO CRM? Hope you can help? Many thanks, Chris Thomas
Users
How many users can you get on the free version?
Both account notes and opportunity notes in ZOHO CRM report
Hi, Can someone tell me how can I include both account notes and opportunity notes in ZOHO CRM report. Thanks
Resend the invitation email
How do I resend the invitation email ? I have tried to find the "resend" link as various articles have suggested, but can't see it on my screen. I'm logged on as super-admin.
Hola, soy Ángel y llevo un par de meses con standard
Hola a todas las personas que lean esto. Me llamo Ángel y llevo utilizando Zoho, bastante tiempo. Hace un par de meses me animé a ampliar de la opción gratuita a la standard, y en principio tanto por falta de tiempo, como por no verle muchas diferencias, no he comprobado grandes ventajas a lo que venía haciendo. Yo quiero tres cosas para comenzar nueva etapa profesional: Incorporar a los correos y donde haga falta el texto correspondiente para cumplir la ley de protección de datos en España. Que
Sending email
When I send emails, the view in inbox shows myname@gmail.com instead of "Firstname Lastname". How can I solve this issue? Dany Kurian
Data for Newletter
I want to export a list of contacts which are related to our different customers. I found two methodes: 1. Export a file in the zoho document view mode (For me not possible since it is limited to 100 and I have 4'000). 2. Export all contacts from the "Export data" function in Zoho (The CSV file does not show the salutation since severa attributes are together like e-mail, name etc. are all clubbed together in the CSV). Please provide me a solution on how to export all our contacts with salutation,
Linking Potentials Module to Purchase Order Module
Hello I'm trying to figure out how to populate some fields in the Purchase Order module from a related Potential. So for example, I have created fields under Potential layout that include date and location for a certain opportunity. I would like that information to automatically be populated in a related Purchase Order so I don't have to enter it again.
How to delete my account - made a new CRM by mistake
How do you delete an account? Originally, I wanted to add another email to access my CRM (this would only be the second email that has access to my CRM), but ended up making a new CRM by mistake with my other email. What is the best practice to fix this mistake so I can get my other email linked to my CRM? Thank you!
How can I view call details?
I have a completed call associated to a lead. When in that lead, I can't click on the call to view details of it - @the record I am trying to access is not available'. It says I either don't have permission to view it (I do - I created it) or it has been deleted (it hasn't). However, if I 'search' for the lead, and the call comes up as a 'results' option, I can view the call that way. How can I make it so that I can view the completed call details from within the lead itself? Thanks, Matt
Can I add emails that have been sent by users on to the home tab?
Is this possible? It would be useful for our users to see correspondence that other users are sending. So ideally it would have the users name, the contact they have sent the email to and the subject title or something.
Email Template
We have over 200 email templates somewhat divided into folders. I would like to see: 1. Folders that drop down to show emails and closes up so you just see the folders name 2. The ability to allocate emails to various modules and not lock it into one particulary module. If I want to see an email in leads & contacts, I need to cut and paste the email into another template. Thanks for reading.
Create potential from lead
I am working with Zoho CRM and I am using Leads to document whom I am trying to attract to be a customer. When I have the opportunity to send a proposal I would like to create a potential BUT I do not want to create an new account until the Lead really are a new customer ie a new Customer account. Does anyone know if there is a possibility not to create a new account when converting Leads into potentials?
sending email template not working
I set up a new template for leads, when I try and send an email by clicking on the sen email button an email comes up not a drop down list of templates. How do I access the templates from the send mail button
FEATURE REQUEST: Daily Digest Emails summarizing activities so I can plan my day.
Hello! Batchbook and BigContacts both offer scheduled daily-digest emails that highlight a user-selected set of CRM info, like upcoming appointments, calls, tasks, etc. As well as a summary of the previous day's activites, sales, etc. This is certainly a formidable hole in the blanket of Zoho CRM coverage. :-(
Notification of Deleted Items
Is there a standard way (outside of a custom workflow) to notify the administrator when an item (Activity, Lead, Account, etc.) is deleted by a user?
Account "Feed"
I wish there was a "feed" on the Account page. This would show all communication of any type with any contact associated with that account. Currently you can only see events (calls, meetings, etc), notes, and potentials in each respective section, but no emails since they're listed under the contact. Having one place that shows ALL communication would ideal so I can see all the different correspondence between the account and different departments in my organization.
What is the difference between potentials & quotes?
Hello, Could somebody help me to understand what is the difference between potentials and quotes in Zoho CRM? I know that there is an explanation in Zoho CRM on what potentials/quotes mean however I still don't understand how would this make a difference for my reporting if I'm using only potentials or a quote? Does it make a difference if instead of quotes I use only potentials? I hope someone could have a simple explanation. Thank you in advance
Import existing contacts
Hello, I'm trying to upload my potential customers from an Excel file uploads the file but when all the fields are empty and not charge me the information All fields displayed as "None"
Standard Edition Backup - Am I entitled to 2 free backups/month or does it cost 10$ per backup?
Its unclear to me whether I am entitled to 2 free backups/month or whether I need to pay $10 per each backup. Can someone please clarify?
WebForms
When I create a webform it has no outline for the data entry boxes. Although the form looks great in Zoho, when I embed it in my website, you can't tell where the data entry boxes are. Is there a setting for that?
Attaching a quote to a Lead
I am going through the trial. Is it possible to attach a quote to lead? The reason I want to do this is so I can separate existing customers from prospective customers. If everyone is entered as a contact or account I do not know how to distinguish between users and prospects. I know you can attach quotes to potentials but that seems to be very limited in what information you can attach to a potential. I prefer the leads category much more. Any help is greatly appreciated.
Merging website contact us into CRM leads
I am wanting to take our contact us box on our website and have those inquiries drop directly into CRM and populate as a potential lead. Can someone help me with how to accomplish this task?
Fields in Contact Section in Account?
I imported data that included Contact data, including First/Last/Email but I can't figure out a way to import this so it shows up under the account. I imported it to Contact but that does not help since it is not associated with the account. Is there anyway to import the contact data and have it show under the account tab?
Mass update the field "Industry"
I am trying to mass update the field "Industry" on several hundred records to reflect :schools. Doing it manually one at the time is time consuming. Is there a way?
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