Mass convert leads
Can I mass convert leads? No need to create potentials... At the time of mas conversion, I would need to map/set the contact status to SOLD.
Convert leads into contacts mass update
hello zoho I would like to Change select leads into contacts all at once is there a way to do this without entering all of the information over again in contacts. what im asking is is there a way to go down my leads section and pick which leads i want to convert removing them from leads and storing them in the contacts section?
Mass Convert to contacts
Is there any way to convert a lot of leads at one time?
Date/Time Event and Field is off
We have had issues with the sync to Campaigns giving the wrong time when put into an autoresponder. ( When I insert a metatag with a date/time field into an email, it is off by an hour atleast every single time. This has created multiple issues with our clients.) We have been working on that for months and still not resolved. Still waiting for a repsonse. Now we have a bigger issue: When we create an event and invite someone to the event, they receive an email inviting them. The email itself says
Web hook related list
Hi, Is there a way to trigger a web hook when a related list (Products) has a new record added to it from the Leads module? Thanks
CRM Email Limits
Hi Zoho One of our users has attempted to send out a bulk email today through their Leads and could only send 250 emails. I attempted to send the remaining emails out through my account but was also met with a 250 maximum emails per day limit. We are currenly on the "Old Professional" plan as per the subsciptions page and we have 6 users. From what I have read, we should be able to send out 1,800 emails per day. Are you able to assist? Regards Traxion Training
Make Someone Else the SuperAdmin User in Zoho CRM
Hi - I am asking this question for the second time as I didn't receive a complete answer the first time and do not seem to be getting a response anylonger on the other post (here: https://help.zoho.com/portal/en/community/topic/how-do-i-switch-super-admin-users-in-zoho-crm#2266000006614192). How do I make someone else the Super Admin Users in Zoho CRM? The Zoho CRM account was set-up by me and I am no longer part of this organisation. I have had answers about changing the roles for people. I can
Products
Hi, I 'm doing a migration from Pivoltal to Zoho . Is it possible to import a client - related products ? Thanks Alejandro
Lead Import
I just performed lead import and realized I imported the wrong column for the phone number. What do I do now? Can I import one column...so confused.
I can't see follow or unfollow on leads opction.
How can I follow new leads???
Active Owner Contacts are not showing?
We have active owners set up for various contact groups. All of a sudden, I have a few active owners that cannot see their contacts, but can see others? How does this happen and how can this be fixed? When I open the contact, the active owner is correct.
Role lookup field not working
I'm trying to change the role for a user. However when I click in the field to change the role from "Technician" to "Manager", no input from the keyboard is allowed (I type Manager but no letters appear). If I click on the Role Lookup button, nothing happens. How do I get this to work? (I have more than 2 users)
What would upgrading increase my email sending limits to?
Hello, I have been using the Standard Zoho CRM Subscription for a few months now which until now has been perfect for my needs. However, today I need to send more than 250 emails. I am happy to upgrade my account to the level required to be able to send what I need but I cannot find information anywhere that actually states how many emails your limit increases to with each upgrade. Please advise. Thanks, Sharna
Unable to export a template to PDF using Android 4.3
I am trying to export a job card template to a PDF using a Samsung Android. The PDF does not load as I only get a 'loading' tab in yellow at the top of the page with the bottom export template showing in grey. The PDF does not appear no matter how long you leave it for. Please assist.
Why isn't "Modified Time" updated when adding a note?
Whenever I add a note to a Lead, the "Modified Time" field is not updated. This is causing us real usability problems, because we can't seem to create a view that truly displays the most recent activity. Does anyone have any suggestions as to how we can either get the Modified Time field to work correctly (i.e. update any time new notes, e-mails, attachments, etc. are added), or create a view that lets us sort by something else that will display the most recent activity at the top of the list? Thanks.
Lead detail on product module webhook
Hi Guys, I have leads with a relation to the products module inside Zoho. When a product is added to a lead, I need a web hook to be called with the lead & product details. When configuring the web hook for a the Lead module, there's no ability to access the product module information. When configuring the Product module web hook, there's no ability to access the lead details. Is there a way to access the information on both modules via a web hook? Thanks, David
I created a webform...
I created a web form, its a contact, it integrated into my website fine. I fill it out and two things happen, one i don't get the Auto thank you response. And twp...my CRM shows no contact data, no client data, no lead no nothing. Where is the information being stored and how can I see it. It does not notify the owner, which is what i have it set to do that anyone even asked for contact. I know i am missing a few things and i know they must be simple as this is a basic function but i just cant figure
CSV Lead Import is Skipping Leads. Help?
Hello, I'm trying to import a CSV of leads and I'm getting this error: Import successful The leads that you tried importing from the file 'NAL_Input.xlsx' have been imported successfully! Import Details Total records in file 8 added 0 updated 0 skipped 8 Please use the 'Import History' page to know about the records that were skipped during import and the reasons too. If you are happy with this import, please continue importing more record(s) if any. Why is it skipping? I know they are not already
How can I use one same contact to various accounts?
How can I use one same contact to various accounts?
contacts in one campaign and not in another
How do I configure a report to show me the list of contacts associated with one campaign with a status of "Bounced" AND NOT associated with a second campaign with a status of "Sent"? In other words, I'm trying to list those contacts that didn't get the email and have not been sent a postcard yet so that I can send them a postcard.
The webform appears duplicated.
I have created a web form to capture leads online. My problem is, when i paste the code on my site it appears twice. I have gone through the code several times and everything is in order. What solution could you give me. Im stuck and i need to have it working today.
Email Alerts
Website Integration ---> Leads ----> Contact Us -----> Autoresponder = OK I set Automation--->Rules--->Alerts---> Create Executes the Workflow Rule when a record is created in the Leads Module Is Not Working!! How do I set this up to receive an email alert when a new lead is submitted on the website? (this form send the leads to the https://crm.zoho.com/crm/WebToLeadApproval.do)
Wrong translation
Hi, there is a mistake of the field name and title, one correspond to the other. r
help with adding or modifying module
Hi, I am in the sales and service industry - 5 salesmen. 1. Our company uses a transmittal system for our billing and parts department to track inventory and payable/receivables. The closest module to the transmittal is the Sales Order module but it is missing and hides many key elements that are necessary for our company. a. can I build my own module that would look - when printed like the excel sheet that our company currently is using? b. If so, can I have it be self populating
Backup that was refreshed.
I just did a back up and refreshed my computer before I received the files. The date and backup shows today on my backup file screen... how do I access them?
Change free user to a member of my subscription
I recently added a user (bward@fatpot.com) to my subscription, and she received the invitation. The problem is that the day before that person went out and created a free account on her own in Zoho. It appears to be blocking her from accepting the invitation. How to proceed?
Dashboard chart
Hi Zoho team, I would like to build a chart in my dashboard that shows the amount invoiced over a given period. I also need the the amount my company invoiced since the begining of the year. How do I do that? Thanks, Benoît
linking modules
Hello, I have a module titled providers and I have another module titled practice status - i want the data in providers to update some of the data in practices...can you link modules or have modules feed data to modules? For example, If a practice moved in the address field and I updated this field in Providers, could it update Practice status? Thanks Tricia
How do I edit price book?
I am needing more detail displayed in the price book, and can not edit it or add it. Please help. rob
how to hide the data based on users in enterprise edition?
i am able to see others records as well in my account. how to hide others data if i log in as my user id?
Mass E-mail
When sending a mass email with Zoho does the recipient(s) know who else is receiving the email...what is the best way to mass email?
Update Account Field Using Formula Or Workflow
I wanna auto fill my account Field in Contact Object... But there is no way through Workflow.... Please Help me as i am New to Zoho Crm
How to load different excel files?
I am currently trying to test the CRM system for our company and we would like to load historic data into the database. I have customers who have already purchased our products, customers who are going to have a demop and leads. I would assume that customers who have already purchased the product would directly go into the 'Potential' category however will i need to creat a contact first? I am just having problems loading previous existing customers into the database without having to load it into
PDF Generator Failed to Generate Documents Properly
Please remove the PDF Generator immediately as it does not seemed to help creating documents in a nice way. Instead, it generates documents in ugly styles and messed-up layout. Please bring back the webpage (HTML) version of "Print Preview", and we have our way to print it into PDFs (at least Google Chrome has this built-in function).
Formula Field = Case Sensitive
More of a public service announcement than anything, but in case you haven't figured it out (and it took me an embarrisngly long time), the Formula Field in Zoho's CRM is case sensitive: If(x=y,1,0) is NOT the same as as if(x=y,1,0). In fact, the latter will not work. Cheers,
HELP IF FUNCTION
Hello, I need build a formula from the options to Create Custom Field in Cases. I have a field called Type, which has these values: Presales: Simple Query Presales: Sizing Presales: Validation of Technical Specifications Presales: Response Technical Specifications Presales: Technical Specifications Design Presales: Opportunity Detection Presales: Virtual Demo Presales: Pilot (POC) Presales: Demand Generation (Final) Presales: Demand Generation (Partners) Each of these values, show a kind of task,
I would like to cancel my CRM
Hello, I would like to cancel my CRM subscription but am having difficulty in finding a way to do this. Can you please help thank you.
Convert a lead into a record in a custom menu?
Hi, Some of our dead leads still would like to be on our mailing list but we would like to get the out of our lead section. I have created a custom module to put the dead leads in, but how can I get them over there? I can find a way to convert them to the custom module. How do I do it? Roger,
no visit record in contacts
1. no visit record in contacts. we have set zoho sales IQ on the website. we can see visitor coming. 2. no email alert in CRM, no new email or alert in tap of CRM
CRM -- listing assets
I'd like to be able to track the assets each customer owns. This includes the name of the asset, and its serial#. What would be the best way for me to design this into the CRM? I would also like to either get a list of these by search, or creating a report so that it lists the company name, customer name. Can I do the above using the "standard" CRM?
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