Emails sent from Gmail are appearing in Zoho Inbox
Hi there. Whenever I send an email from my Google Apps account, it appears in Zoho in the Inbox. It's extremely frustrating having to manually drag and drop emails into the "Sent" folder. Is there a way around this? Regards, Rody
Difference of Zoho Mail and CRM mail integration
Hi, I have Zoho CRM Plus with mail integration. I just would like to know WHAT are the differences between the Mail integrated in CRM Plus and the Zoho Mail (standalone). As far as I know, the integrated mail in CRM is just the free mail, so several options are missing. Right?! Is this true also for the CRM Plus version? Thanks, marc
email module in contacts
Hello, i want to use the bcc dropbox feature, but I do not see the email module in ‚contacts’. I’ve only ‚notes’ , ‚e-mail campaigns’ and ‚social interactions’ as modules visible in my ‚contacts’. How can I add ‚emails’ ? Thanks.
I need to increase upload file size
Is there anyway to increase the max upload size for files 10 MB for example ?
Using lead status properly
It is our experience that when dealing with leads status should not be used as a means to determine "what is the next step". Effectively status should be used to assist in determining progress much likes stages with potentials. Solution: Sales personnel should instead of status use tasks to create workflow and determine future actionable items per lead. With that said and considering it to be true, here are a couple issues we are facing. When filtering on "Open Leads" all leads are returned/displayed.
Best way to use leads
How are others using Leads? I have all of my leads imported and would like to track when I send mailers, which campaign I am using, next time I need to follow up, etc. These are all companies that have not shown interest in our service yet, so I hestitate to call them a Potential yet. But it seems I have no way to mass update, and any custom fields I add are not available for filtering in reports or exports. How should I be using leads? How do others handle what I want to do?
Autosend email
Hi I have a question. Is it possible to make a rule to send automatically, for example 1 day before, an email to customer to remind them their appointment? In the email Template, I would like, for sure, the customer name and the appointment date and time is automatically added. Also, I’m curious to know if it’s possible to send text message on mobile phone. I guessed in this case, we need a client that allow to send text message via internet but... I’m curious to know if it has already been done
Little problem with the workflow ?
Hi. I'm wondering to know if Zoho has, sometime, some problem with workflow functions. Let me explain. I have a form from Gravity forms. When someone put his informations on it, it create a contact on zoho and, then, zoho send informations to quickbooks. It was working very well, but today, forms create new contact on Zoho but zoho send nothing to quickbook. To do it, I have to duplicate the contact. It mean, in this case, that when a contact is created from another place (Like a form from Gravity),
Potential details disappeared
Hi all, I logged in to Zoho CRM today to find that all details of my Potentials - Stage, Description, etc. - had disappeared. Has anyone else experienced this? I successfully ran a report, so I imagine the data is still there somewhere, and just not displaying. Any ideas? Thanks.
potential amount not updating on the stage history
I've noticed for many months that when i go to full edit and save that it does not save the new altered amount on the stage history it doesn't even add a new line. help
New Options in Territory Management and Workflow Automation!
New updates in Zoho CRM this week include potential assignment rule for territories and workflow rule locking. Read on to find out more. Potential assignment rule for territories Earlier you could assign records to territories only based on an account rule. Now, you can assign records to territories based on a potential rule as well. For example, you have an account called Acme Inc. Two potentials "Web design deal" and "Social media marketing" are associated with it. While you want to categorize
custom fields and calc fields
We created an auto-generated field for Account Number, it won't auto polulate when converting from quote to invoice, for example. We have to do a look-up on the account name and then manually enter it every time. Is there any way that we can make that auto populate? Also, using the copy address function from billing to shipping for example, none of our custom fields are picked up. We had to add a field for second address line as well as contact phone and email fields for both billing and shipping
Products
Would very much like the possibility to list all orders and quotes for specific product.
Writing in block letters
Sometimes I need to write in block letters (adress fields for example). Could we get this option to force writing in block letters in fields parameters ? The option has to be decided fields by fields of course. Thanks
CRM adding as leads
My CRM is automatically adding anyone I send a mail to via the zohomail add on as a lead to the CRM. How can I stop this. Anyone know.?
Custom field not appearing in quotes/invoices
Hi I created custom billing and shipping fields (Billing Street 2, Shipping Street 2) in Accounts, Contacts (Mailing Street 2), Quotes and Invoices modules. It appears that the custom "Shipping Street 2" in the Contacts module is not transferring/appearing on quotes. When creating a quote where is the address being gleaned from, the Accounts Module or the Contacts Module? Thanks for your help!
Is it possible to add a contact via email?
Thought I posted this yesterday, but now I'm not seeing it. Recently set up a shopping cart, that can add people to a mailing list via email. Is there a way to do this in Zoho?
Potential page
Hello Zoho, I have a concern with Potential page. After clicking into Create a new Potential, the page should be show the content of that potential instead of the Contact Please research this, I think it will be more convenient. Thanks,
Emails sent and tracking
When trying to determine how many/which emails have been sent by either myself or a mass email program (CRM, I guess), why does Zoho delineate between the two? I would much rather be able to see, and report, on every email I send to monitor success and sales efforts. Any help for the new guy?
Attaching a Lead to an Account
How do attach an established Lead to an Account? Once the Lead becomes a client and an Account is established for the employer of that Lead, how do I connect that Lead to the Account without re-entering all the information?
Do I use potential for each service?
I'm a web designer and I am starting to use Zoho CRM. However, if after I complete the website and that client now wants another website or another service, is that a new potential with the same account?
Contact versus Lead
doltish newbie question I am sure but... I am not clear on the difference between a Lead and a Contact in Zoho CRM. For instance, speaking to a friend, I now want to send him a package of information on what we do (in the ultimate hope that he will either buy or spread the word to others) Is he a Lead or a Contact? Similarly, I am generating a list of Media people to whom I want to send promotional material (in the hopes they will write about it in their magazines). Should I enter them as Leads or
Customizing "Search Results" fields
I was able to customize the fields that appear on the layout of "End Users" tab. However, when searching for a specific name, the "Search Results" DO NOT reflect the customized fields. For example, I have the following fields in a customized layout: End Users Name MLS Short Name Classic User ID InstaView PK ID Email Mobile However, when I search a name in the CRM, the fields that appear are the following: Last Name Email Phone Full Name MLS Code Is there a way to customize the "Search Results" to
Mass emails not sending in Zoho CRM
When I send a mass email to some of my leads the page reloads but no emails are sent. Could someone please look into this? Thanks
Webforms emails goes to Lead and not the assigned user
This issue started today. All my webforms suddenly started sending the lead (person who submitted the form) the response email instead of the assigned user. Anyone know what's going on?
Tracking and documenting business deals/potentials between two companies
Hello, I work for an organization that has beneficiaries (companies in developing countries which we come alongside) and help them find business and do business with western companies. My question is, is there a way using Zoho CRM that we can record activity between paired companies and track their business deals (as 'potentials' for example)?. I know that a CRM is usually used as a means of tracking and documenting activity between the user of the CRM and outside individual customers/companies.
LinkedIn Associations
I keep getting "Something is technically wrong" errors when I try to associate contacts to their LinkedIn profiles. It's been happening for more than a week. Anyone else experiencing this? Any timeline for resolving this?
Arranging the dashboard
I've made a dashboard in ZCRM with all the info we currently need but how do I arrange the charts? Right now they're set up in order of creation in the dashboard..
Emailing a contact into Zoho
Is it possible to email a contact into Zoho Contacts? I'm setting up a shopping cart for a client, and would like to connect the two to make it seamless and automated. Is this possible? The shopping cart is WP eStore (https://www.tipsandtricks-hq.com/wordpress-estore-plugin-complete-solution-to-sell-digital-products-from-your-wordpress-blog-securely-1059)
Updating Account Information via CSV Upload
Hello, We have thousands of accounts. For some of those accounts I have a CSV file with additional information that I would like to upload. How can I go about doing this? I would like my upload to add the information to existing accounts, rather than replacing or creating new accounts. Is that possible?
Deleting a task
How do I delete a task I have set up in activities?
Having a flash and/or color info in a field for very important info
Sometimes I need to let my team know an important info entered by someone else in zoho CRM. I would need that this info "flash" or blink in the field, the best would be in red color for instance. This may happen for the field contain a specific value that has to be defined (or permanently if easier to develop with rule is that field is not empty). Could you think about it ?
Quotes not saving
New quotes are not saved after pressing save
ATTENTION !! Auto Number No longer Maps - Unbelieveable
I've just off the phone with Zoho. There have removed the ability to map an Auto Number field across the lead,contact,potential and Acoounts. So if you use a unique number generated from a lead, you can no longer carry this through to other modules. We generate many leads which have a unquie number which is their customer and invoice number. We convert about 60% in to contacts and potentials......and it is essential that the same number is carried through. I was told this changed yesterday because
Zoho CRM - Forms - Responsive
Is there any way to have the "Embed" or "Source" embed options be responsive when placed into a website?
Custom View Criteria To Show Current Month Data.
Hi, I need To Get records based on Multiple criteria. As Multiple criteria search is not Supported right now.SO I thought To create a Custom View with always Current Month Data.Suppose,So Custom View should only display THose records which are created in Current month always..But I saw Created Time has many criteria but has nothing to show current month data which is created during current month.Please suggest Me something to handle this situtaiton with custom view Thanks Rahul
what methodlogy does Zoho CRM use for implementation?
i am doing a project on Zoho CRM, i researched about it on web but i couldn't find it. can anyone please answer this.that'll be very helpful. thanks in advance.
Viewing emails from other uses for a particular Lead, Contact, or Opportunity
Within Zoho CRM, for each of our leads, contacts, and opportunities there is a section called Emails. In this section if you select from the drop-down a particular user from our organization, I (as an admin) can see the emails sent to/from that contact with our particular user. For some reason the list of users from our organization is less than the number of actual users and so I don't see everyone I'd like to in order to have visibility into the communications and customer interactions. Can
A-Z Links
Hi In the Lead view, leads can be sorted into alphabetical order by clicking on the header, however If I sort by Company then click on the A-Z link at the bottom of the page it just sorts via Lead Name rather than by Company. Surely is the current sort mode is by Company, the A-Z links should take me to the company name of that letter? Am I missing something? Regards Mark
More detailed linking
We would like to be able to link stuff in a more meaningful way for our business. 1. Can we link Contacts to Multiple Accounts by any method? 2. As well as just Parent/Member account, can we do this same relationship in ohter ways like link a contact to multiple "groups" that they might belong to?
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