CRM Dashboard access
Is it possible to restrict the access of certain dashboards in Zoho CRM? I would like to create a dashboard for each Sales rep and dashboard only visible to that sales rep. Is this possible?
Conversion report?
Hi This should be simple but I cannot find this report I need a report which does the following, but with an added stage at the end with "WIN". Can you please advise why this is not happening regards David
Create a contact without opening a new account
Hi I have a large number of contact details I would like to add into 'Contacts' BUT I do not want to open a new account for them as they are just social contacts not Potentials or Leads. Is this possible? I know you can add them in without entering the Account Name but then when you look down your list you have no company names which I would need to see. Any help please? Thanks Julia
Price Book and Quotes
Hi, I have created a Price book in CRM for some Products. I am now trying to create a Quote and the form doesn't seem to search on the Product name that has been entered in the price book. Therefore I am left with having to manually enter the price for a product in the Quote form, which negates the reason for creating the Price book. I am evaluating this functionality as it would be good to integrate our CRM system with the quoting system, but from functionality so far and looking at other responses
zohocrm.com e-mail flagged as spam internally - IP Address Range?
Our e-mail service is treating workflow alert emails from zohocrm as spam, and my IT person is requesting a range of ip addresses to allow them through. Have others dealt with this problem? Is IP address the way to bypass the Spam Confidence Level setting? (zohocrm.com mail is being set to 9) How do I get the IP address range from zoho? I'd probably want any that would apply to zoho reports as well. Some users actually do seem to be getting the e-mails, but most are not.
Linking to a Case in the CRM email template
I need to send and email when a case status changes in zoho crm to internal users. I am able to do this. However, the users want the case number to hyperlink to the case so they can click on it from the email and open it. How do I accomplish this? Thanks, Shannon
New Sales Person won't update in Sales List
I have entered a new sales person. He has gotten notification that he is in ZOHO and has created a password. However, his name is not updated in the list of sales people. What do I need to do to correct this? Thanks
Zoho CRM Email integration to slow receiving google app emails
Hi there... I am using the Zoho Email integration and to receive the emails is to slow. I got some post about it here... could you guys help me about it?
Feature Request - Shift click to select blocks of results
Hello, selecting multiple results is tedious, it would be nice to click on one and then SHIFT+click on another record however many records down the list to select ALL items between them, this would speed up the workflow for thousands of users. THnaks
Account Aging Summary - HELP!
Good afternoon. I'm new to zoho, and would appreciate any help you guys could provide. I'm looking to make an aging report that summarizes all of our accounts who have not placed an order within the last 30 days (60 days, 90 days, etc). If someone could walk me through this, it would be greatly appreciated. Please keep in mind, I'm a quick learner, but haven't had too much experience with zoho
can't login to my zoho?
Hi, I think you guys at Zoho force every user to sign in with email now. My login is crystalpay but I can't login anymore , and i when i go to user setup there is no place to rename my username and password. Need urgent help
How do you Assign a SALES REP?
Hello, New to Zoho, a couple of quick questions, in CRM How do you assign a sales rep? Is it possible to assign a sales rep at the time of creating a Sales Order? do CRM sales orders integrate to Books Sales Orders? Are Invoices required for a new Sales Order? BOOKS How do you assign a sales rep in Books Is it possible to assign a sales rep in Books when creating a sales order?' Thank you, Jeff
Zoho CRM environment changing???
I have only been using Zoho CRM for 2 weeks, but it seems like the environment is evolving significantly. I am working with someone else who has an account at this company, and they can't believe how much it has changed since six months ago. Probably all good, but does Zoho provide an alert/advisory on what is changing/when?
Send Mail pop-up
When sending an email through a leads using quick actions, the pop window will open, but it is not allowing some users to enter content, change template content, etc. Using Internet Explorer. Please Advise
How do I make my web capture redirect refresh the whole page?
I have put my landing page url into my web form, and use the source code in an HTML box on Wix. The landing page does come up, but it comes up INSIDE the html box, not as a whole new page. Is there any way I can have the page fully refreshed, rather than bringing up the page in the box?
how to get all related modules for leads
How to get the list of modules that are related to Leads module(child's of leads module) For example notes and campaigns are child's of leads. I want the list of all child's associated with it. Thanks in Advance...
#hashtag
Would love to have a way to message someone within / about a particular task, contact/lead, or opportunity. For example, I am looking at a task assigned to my assistant to set up a meeting. I see that there hasn't been an update to the status for a few days. I want to ask her to update the status. I'd like to have an embedded messaging tool "#SandySmith, let me know where we are on this" (vs. using IM). I know this is adding "collaboration" technology into the CRM. Just a thought.
FOLLOW button on accounts
On the upper RH corner of the account and activities it has a Green FOLLOW button- what exactly am I following?
Add Log A Call
How do I add 'LOG A CALL' In the account section of the CRM? Thanks in advance
Reorder cycle representer
Hello, We were wondering whether it was possible to forecast when a customer reorders. Based on their last orders, one should be able to forecast when the customer's next reorder should/could be. It would be great if Zoho could be connected to a spreadsheet which displays the months and the customer names that are likely to reorder. I would appreciate if someone could give me more information on this. Kind regards, Cristina
moving companies and contacts to a new user
i have a user that left and i deactivated them. now i have new user that i want to move all the companies and contacts from the deactivated person to my new user.
Zoho CRM Calendar - Print Users Calendar
There needs to be the ability to print out a users today calendar. There is no way to do this in Zoho CRM.
Territory / Group query
I am going to be adding two new users to Zoho, but I only want them to be able to have access to contacts and companies who are tagged to their territory (Circle). I do not want them to be able to see everything else we have on Zoho. So if users from the UK territory assign Circle as a territory, will these two Circle users automatically be able to see this? Not sure if I need to create a group or if this is something to do with territory management? Any help would be appreciated! Thanks.
Query regarding Campaign Leads Conversion
Hi, I have created a campaign and assigned some leads to this campaign. When I convert the leads into contact and potential, the campaign page shows contacts in its page but the potentials are not associated with the campaign, What could be the reason for this? Regards
Vendors vs. Accounts
Can someone help me understand Vendors vs. Accounts? It seems that to add a Contact person for a Vendor (i.e. the point of contact at Vendor that my company actually deals with) I have to also create an Account for that Vendor. This doesn't make sense to me. Why would I want my Vendors to also be Accounts? I thought Accounts were companies that I was selling to. I wouldn't want my Vendors to also be Accounts as this will muddy up my database needlessly, but I want Contacts to be associated with my
Notifications not showing
One user is not seeing any notifications ( Top right - little bell) what so ever. At the same time, neither is his feeds. Users with same profile & roles do not have this issue. Any ideas?
See ZOHO Invoice information in Zoho CRM
Hello Guys, Is it possible to see the ZOHO Invoice information about a client or a contactperson in Zoho CRM? I pay for one user in CRM and in Invoice. Awaiting some respons. Yours Sincerely, Mathijs Jonkers
Reports
Is it possible to generate a report that has the lead names, description and activities/tasks in the same report? How do I do that?
need help with challenges re: sending emails
This is the message I receive when I press "send" in the email function: Unable to process your request Clickhere to go back. Privacy Policy| Terms of Service | © 2015 Zoho Corp. All rights reserved.
Generate a report that pulls data from Leads and Customers
I need to generate a sales closure report. To do that i need to report all sales closed by sales person (customer) by leads by sales person (leads). I don't see a way to generate a calculayed report from two modules.
Move contacts to lead
We accidentally convert 38 records as Contacts. Is there a simple way I can move those to Leads? Thanks,
Feeds not working in CRM
Hello, Our organisation has recently started using the feeds functionality. My colleague can see my feeds however I cannot see hers. I have checked each others settings and all seems compatible. I hope you can help. Regards Lyle
Expected Revenue Question
Is it possible to keep the expected revenue static and not change throughout the sales cycle? I cannot seem to grasp the mindset behind the revenue changing based on probability. A $50,000 revenue deal is not worth $5000 today at the inquiry stage, and $25,000 half way thru the sales process. It is worth zero until it is Closed Won, at which time it is worth $50,000. Am I missing something? I can understand the tracking of probability of the deal thru the sales process, but not affecting revenue.
how can I cancel a subscription?
I need to close an account. The account is in a hold because the credit card is overdue. If in the furtue we need the account again, what can we do?
DOES ANYBODY WORK CRM ZOHO FOR REAL STATE?
PLEASE WRITE TO ME AT sonia@b-link.gt
Custom Opportunity Types
I would like to have a custom opportunity type that then drives different fields presented in the Opportunity Form. Any ideas? Example: 1) Create New Potential 2) Potential Type A - Form for collection is unique to Type A 3) Potential Type B - Form for collection is unique to Type B We have different stages and other data relevant to Opportunity types. Any suggestion would be appreciated.
Workflow rules
I have Zoho Pro but I can not create more than 10 workflow rules. What do I need to do to have the ability to increase the number of workflow rules? Increase memory? Thanks Tony
Pre-populate Fields
How can I pre-populate standard drop down fields (common to all new leads) to expedite new lead data entry? -- Thanks!
Task repeating shown in my activities as not started although on opening the task it says completed
The tasks set for me on Zoho are repeating shown in my activities as not started although on opening the task it says completed. This has been happening now over about the last week please see screen shot below to indicate what I mean
Log a call issue
I have two issue with the log a call feature. 1:My Super Admin created the CRM in french. Now, most of our user speak english so I translated most of the pick list and option. In "Log a call" it is impossible for me to do anything with the call type. Right now the pick list says "Entrant" and "Sortant". I can't removed or translate it and it is annoying. Is it possible to change this? 2:Is there a way to user email reminder with the log a call function. Its there for the task but not for the call
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