hold a quote, until , the manager review it and approve it?
Hi, it is possible to hold a quote, until , the manager review it and approve the quotation? thanks!
Opportunity owner to see contact info
Hello! I'm trying to set up Zoho CRM to suit our needs. There basically are 1. The owner of an opportunity should be able to see (and ideally edit) the contact info. 2. He shouldn't see the other opportunities related to that contact (which would be owned by other people/sales persons). 3. He shouldn't be able to see contacts where he hasn't got any opportunity. 4. Once the opportunity is completed, he shouldn't see that opportunity & contact in his list. Basically our workflow is: get lead -> make
Custom Fields and Leads to Account Conversion - VERY FRUSTRATING
Hi I have found that the Address fields in Zoho CRM to be very inadequate. There is only one STREET line in each segment... Billing, Shipping etc. So I added Billing Street 2 & 3, Shipping Street 2 & 3 etc so I can have my addresses entered properly. I found I had to do this for LEADS & ACCOUNTS individually. But when I convert a LEAD to a CONTACT it does not copy across the data I can understand this as they are all differently created fields. Why is the main address data not UNIVERSAL to
new user
I set up a new user in my account but when the person I sent the invite to logs in it is a new trial with none of my company data and their user profile shows unconfirmed. How do I get the access to the account i have paid for for them and all the company info?
How to create different user permission/privilege
Hi There are 3 sales groups in our H.Q. office, one leader for each group. The leader of the group manages related region. There are two branch offices in different countries, the manager of branch need control everything of the branch; meanwhile, the sales leader from H.Q. need to see the sales info and inventory info of the branches. Is it supported by your service? How? Thanks
Resending a New User Email
I created a new CRM user and the user misplaced the email zoho sent him so now he doesn't have login information to access his account. Is there any way I can get him in.
Downgrade free trial version
Hi, I recently started the 15 day trial for Zoho CRM. I believe I chose the Enterprise version for trial. Can i downgrade it to Professional Edition as that is the version I am really interested in? Thanks for your help. Regards, Pavan
Connecting Contact to Each Other?
I'm a new ZOHO user and have a basic question. I have many contacts that are related to each other. Let's call two of these contacts Suzie and Joe. Suzie is Joe's boss. When I open Suzie, I'd like to see that she is linked (associated) to Joe---and visa versa. Is this possible? If so, how do I do this?
Preventing Duplicates
Is there a way to import leads or information from a spreadsheet and then upload the same spreadsheet with added information without importing duplicates? Maybe an email criteria? thanks
Import Tasks from Salesforce
Hi, I imported Tasks from Salesforce after importing Users, Accounts and Contacts. However, all the tasks got assigned to my name instead of the original name of the owners. How can tasks be imported so that they maintain their respective owners? Thanks. Regards, Pavan
import contacts to an excel spreadsheet
how do i tae my contacts and import them to an excel spreadsheet?
Why are my documents not loading from Google Drive onto the attachments sections when I click on them?
Why are my documents not loading from Google Drive onto the attachments sections when I click on them? it just goes blank and does nothing !! This is a major part of our business so please reply urgently. thanks Lynn
Deleted contacts
Hi, I have managed to delete two contacts and with that the tasks that went with them. Id there any way I can salvage the deleted data or at least the tasks? Kind regards, Karin
How I can add new paid user to my current professional plan.
How I can add new paid user to my current professional plan. kindly, send me step by step procedures.
Email Archive customize rules
Hello, while doing the email linking, I noticed I largely exceeded the email limit when I put the Gmail emails imported. i wouldnt mind deleated the archives from Zoho (they would need to stay on GMAIL as well) but I do would like to keep the emails that I had with my clients in zoho, to keep track. is that possible in anyway to delete everything except the email exchanges with registered clients ?
Using Forecast
Hi, can you explain how the Forecast is supposed to work? What do the different categories (best case, committed, pipeline) mean? What is the difference between a Potential that is "checked" as Closed and assigning the Forecast category "Committed" to a Potential? It would be nice to create a user manual. Thanks.
Uploaded companies contacts, but left out some information
I downloaded all of our companies contacts, but left out the zip code, website address of customer, and our customer number for that particular company. Is there anyway to just upload and append to the file that's already out there, or do I have to remove everything and start over from scratch? Thank you Greg Gleason US Tape and Label It Director
Adding additional information after account import
Is there anyway to add additional customer information by uploading a second time after you have done the initial import. (ie) I left out a field say the zip code by accident, can I pull all the same information and upload it again, but this time include the zip code and maybe the country, or something else. Im new to ZOHO so sorry for the ignorance, just want my boss to be happy.
Changing trial version
How Can I change the Trial Edition that I'm using? It's currently on Enterprise edition
Email reminders for events (custom if possible) - Please help!
Hi, I am new to Zoho and just a very small business (no IT support) and wondered if anyone could help me please? Can Zoho CRM send email reminders for events? I can't find any option to do this and I haven't received any kind of notification so far for events I've created. i.e. when an event is due, I would like an email to remind me on that day. If this is possible can I use a custom email template? I have events set up (on annual recurrence) for the date when each customer's contract is due for
How to remove passed calls from activity views
As I can't add any fields to Calls - how do I get rid of calls on the activity views which have passed and been completed (although you can't really complete properly)
Do we have ldap integration with zoho
Hi Team, Do we have ldap or AD integration with Zoho CRM. If i buy the service from zoho, can i integrate with my AD domain running locally on my premise with Zoho. Regards, Vijay
Email- incoming server port issue
Hi I have a problem setting up my email on the Zoho CRM system. Our incoming server port is 143 and its an IMAP email account. Our outgoing server port is 25. Now I can change the outgoing server port but I cannot change the default incoming email server port as it won't change from 995 to anything else (I want to change it to 143). Is there any way I can change the incoming server port number on the Zoho CRM email settings? Otherwise is there any other way for my email to work on the Zoho CRM platform?
how to get DeletedRecordIds for notes in Leads module through JOHO CRM API
Hi I need to get the deleted record ids of notes which are child's of leads module through JOHO CRM API using getDeletedRecordIds method I am able to get deleted ids of parent module https://crm.zoho.com/crm/private/json/Leads/getDeletedRecordIds?authtoken= dfd45454545454544545&scope=crmapi how to get DeletedRecordIds for Related records(Notes) of Leads
I need someone that speaks Spanish
Hello! I'm new to this software and I'm trying to customize the CRM for a client, but I'm having problems. Need to speak to someone in Spanish. Could someone help me?
Creating a mass email to contacts
Howdy, Sorry, I am new to Zoho but just signed up to the professional version. I have a list of contacts - circa 300 that I met at a trade show that I need to send a bulk email to. The contacts have been loaded, I've created the email template but the template is not available for selection when I select the clients to email from the main Contacts tab. I'm sure it must be easy but I can't for the life of me figure out how to do it. Any help greatly appreciated. TIA Adam
Changing trial edition
I am using the 15 day "Enterprise" trial. How can I change it to "Professional" trial?
Attaching Prodcuts to Accounts
Am I able to mass update account records to attach products? Or, can I import accounts into Zoho CRM with a product specified for each record?
standard users cannot access campaigns
Not seeing which security settings that a standard user needs in order to add a campaign to a contact or even seeing campaigns. Logged in as an administrator, there is no problem. Suggestions?
Account security
Hi, Is there a way to lock down security against an Account, to only allow certain people to view the data against the account? Thanks Jackie
Where do I find returned emails?
How do I know all emails are successfully going through? Where can I find possibly returned emails? (the ones not delivered due to wrong address, server problem, anything)
Can Sales Order and Accounts share a field?
I want a support contract expiry date field to be visable in both Sales Orders and Accounts pages for each client, can I have the same field and data within it show in both places?
Criteria Based Sharing rules
How to Share the data with different users based on Some record Criteria, Is there any ways to have criteria based sharing rules. Thanks, Naveen
Contact synchronization CRM-Campains
Good day! I have set up contacts' synchronization "Every Day" Now I see that I have only 15 sync per month available. How can I increase number of synchronizations?
Subscription questions
Our Zoho CRM enterprise trial has ended and we’re thinking to move to the paid subscription. Just 2 questions: 1. Does professional subscription cover the Email synchronisation feature? aka, when we send an email via Gmail, it will appear in Zoho CRM. 2. Currently we have 7 users in Zoho CRM, but only 2 active users are using it. We want to move these 2 users to the professional subscription. Do we need to remove the rest 5 users first, or we can leave them using the Free edition?
Is there a way to reverse a conversion?
I accidentally converted a lead. I would like to reverse the conversion without manually re-entering data Thanks, Jeffrey Levy
Assign prospect
You may then assign a user to a potential client, the client disappears from my profile and can only see again when I assign it back to me?
How do I change the name of the Call Task activity owner?
How do I change the name of the Call Task activity owner? Thanks.
File Storage Limit Exceeded
I cannot attach documents to e-mails any more because I have exceeded my file storage limit. This happened because I removed a user and thus reduced the limit. In fact I am well past the limit now. How do I delete my previous e-mail attachments on mass so I can carry on using e-mail? I have looked at previous answers to this and it looks like you will expect me to go through all my old e-mails and delete each one separately. I don't have time to do that, surely there is a way to delete them all
Text edit breaks Invoice Template
I have a strange problem that I need to fix as soon as possible. I had to edit our invoice template so that the headings were in German. For example, I changed the text INVOICE to RECHNUNG. I did the same for all the various labels on the template. I did not alter any of the field definitions in any way. The problem is, When I now try to print/preview/export an invoice, I can only see the template. Prior to the changes, they printed just fine. Just to be sure, I created another trial account (as
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