Sales by lead source report not showing last year's data
Hi, When I pull the Sales by Lead Source report, it's pulling this year's data only. I changed the dates of the Potential Closing Date, but that didn't make a difference. How do I include data before this year? Thank you.
import leads list xls
Hi, I imported a list from a xls file. Went the process. It says it successfully uploaded 300 leads. When I go to see the leads I have I don't see any there that I uploaded. Am I missing something? Jon
Call activity
On the lead record there is a section for open and closed activity. If I record a call it shows up with date fields etc. The results noted in the call do not show up here. Is it possible to edit this so that they do? After all the results are the most important feature of the call.
Dashboard Sharing
How can I share the dashboard by e-mail
Tracking Emails Sent to Contacts/Leads
I have bought the Send Mail plugin and would like to know if there is a 'Mail-Open' track feature similar to the features in Zoho Campaigns?
Can i show a field multiple times in a form in different sections?
I would like to include in my Lead form the same custom field to show in multiple places. Can this be done?
Zoho Not Syncing with Google mail
My Zoho CRM has not synced with my gmail since 30th April. How can this be resolved? It was working for a week or two before.
how to display fields specific to customer type (vs showing all fields for all customers) for leads, potentials, etc.
I have different customer types. And I need to collect/add different information depending on the type of customer. Is there a way to display in leads and/or potentials only the fields applicable to those types of customers. i would like to make it easier for my staff to enter information, and if they only see the required fields for each of type of customer, that would be easier. i already have separate sections for the info, but it's still too much to look at. if specifics help, i need to collect
We are haveing problem with sending email out of zoho with AOL email accounts
Yahoo and AOL changed their policies regarding how certain types of emails can be sent through software and systems as opposed to sending from a personal email account.
Folder management within the Documents area
I am wondering if I am missing something. Within the CRM Documents if I create a folder (A) and a second folder (B), but now decide that B should be a sub-folder of A, I can't see how to move folders. Additionally, I can't seem to move documents across top level folders, I can move them anywhere within the the top level folder, but not outside of it to another folder. This seems like such a basic function that I am hoping I am just missing how to do that. Additionally, once a file is attached to
"Please enter a valid Website" with international sites?
We conduct business with multiple czech based organizations and learned zoho CRM doesn't allow .cz TLD's to the website field. Wondering if other international or newly reduced TLD's are not supported?
Dashboard Personalised to Current User e.g. Opportunity Stats, Lead Stats etc
Hi All, Forgive me if this a simple task - I cannot for the life of me understand how to do this..! Our company hierarchy is: Director --> Sales Manager --> Account Manager. I want the Account Manager to go to "Dashboards" and see their own pipeline by stage, pipeline by customer, lead stats etc. Currently, when they go into the "Opportunity" Dashboard, they see "Pipeline by Stage" - but this shows all pipeline for all users, not just their own stats. Anybody have any suggestions? Thank you in advance
CRM email defaults to outlook. How do I change to google?
I want to use the in-app email link but it is defaulted to outlook. How do I change it to open my email in google? thanks M
Automated Rule Question
I would like to set up the following rule, i have tried but doesn't seem to allow this. When account is a Current Customer (custom pick list field), then tick contact Email Opt Out button. Is this possible?
can I write in Arabic
I'm using English as my user languange but I wish to use Arabic sometime for free writing, is this possible?
Reorder Related lists
How do we reorder the related lists... On the contact page for example I want the related contacts to be on top and the related "attachments" to be toward the bottom.
Map Dependency Fields Help
Hi, I have created dependency fields to minimize data entry errors by our reps but this has created an error of its own. For all of the parent field options that have more than one child field option that applies I also include none so it doesn't default to anything. But by doing this when a rep selects the parent field the child field switches from -none- to none making it a valid option when it really isn't. Can you please explain why this happens because 'none' isn't a true option within the
Web-to-form
I'm trying to create a Web-to-case form on my website. I'm surprised to see that the iFrame version is working great, but the two other alternative do not send anything to the Case approval page. Any clue? Thanks Pierre Radas
Change formatting of Emails 'mailto:' in Header of Leads and Contacts?
Hello List How can we change formatting of mmails 'mailto:' in header of Leads and Contacts? Today: href="mailto:angie.foo@example.com" Preferred: href="mailto:Angie Foo<angie.foo@example.com>" A simple tweak with access to render code. For us it would be fine to use such without further features on how the displayed name shall be generated. Why? It's more convenient to search by emails used in the address fields of Outlook, use auto completion As all existing contacts in Outlook/Gmail are managed
Soft Pick List
When creating a new Task, the Subject field has an icon to the right that allows you to select from a pick list... yet it is not required that you use one of the defined options. It is the only Pick List field in Zoho that is set this way. In the Field Customization Area for Tasks, you can add different options to the Pick List, but there is no other indication of how to replicate this field implementation. Would be GREAT to add that capability to other Pick List fields, where there were suggested
Reply emails go into a black hole?
When replying to email, it seems the reply goes into a black hole somewhere. There is not a record on my clients contact that the email was sent and there is not a record of it in the sent folder. This is a serious issue and I hope Zoho is aware of this??
Duplicate Email Address problem
Hello, We have the "NO DUPLICATE" email address option checked. Recently we attempted to convert a lead to a contact and opportunity and got the error that it couldn't convert due to duplicate email. We have searched the contact database and opportunity database and this email address does not show in the system anywhere. Anyone have any ideas? For now, we just deleted the email address and converted with a contact without an email address and are moving forward from there
Restricting visibility at the Module level
How can I assign permissions based on profile at the Module level? Specifically, I would like to restrict certain profiles from seeing financial data in Quotes, but some fields containing financial data in quotes are mandatory and I cannot restrict visibility. The only thing I could think of was to restrict visibility to the entire Quotes module for certain Profiles. Thanks.
Tracking Off-Line Activites
If I send a free product sample to 250 accounts, what is the best way to track this in Zoho? Likewise, If I send out 500 customized sales letters via snail mail, how do I import that info. Obviously, manually updating the leads would not be effective. We would need to import these items. Are they "activities", "events" or what? We would need to import them so that they would show up in order and in a visible spot. Our account base is not highly technical so these types of "old school" marketing
Sales Process
We have two distinct sales processes, one for signing up installers for our product and one for direct consumer leads. Is there a way to have two unique processes in the system with their own "stages" and related % of close? In keeping with this question, can we thus set up two distinct customers with their own unique sales process?
LEAD CONVERSION
I created some custome fields in the Leads Tab. When I converted the lead to an account and an opportunity it did not transfer the data I had entered in the custome fields. Did I do something incorrect? THX, Al Al Alvares
Gmail not syncing anymore?
Did Gmail Sync quit working? Email from the last week or so do not show up in Zoho, but previous ones do... Did something change? Thanks!
Custom reports in Dashbaord
Hi, I'd like to have a custom made report available as a component in my Dashboards. Is that possible, or can I only add a component from the pre-made reports? Thanks!
Outlook Email 2 & Email 3?
I've noticed that I had a few duplicates in Outlook, which had in turn duplicated themselves in Zoho (Since I had Zoho sync with outlook). However, some of the contacts had 2 or 3 different email addresses, and there's no eloquent way to do this. Can I add additional "Custom Fields" to migrate the Outlook "Email 2" and "Email 3"?
merging crm accounts
Hello, We are working with ZOHO CRM in two separate divisions of the same company. Unfortunately, the two divisions both set up ZOHO accounts and have started using them. Is there a way that we can merge the two accounts? Respectfully, Lionel E-mail - lionelchitty@techmatrixinfosolutions.com
Campaign : add contacts from a previous capaign to a new one
Hi, I'm new at Zoho and would like to know if there is a way to select all the contacts (or some of them) from a campaign and add them to another campaign ? Thanks Fanny
Import Vendors & Associated Contacts in One CSV Upload
I am a new user and would like to import about 300 vendors as well as the people associated with those vendors as contacts. I can set up a CSV file to; Vendor Name, Contact Name, Telephone etc. My question is how can I import them so the contacts are imported to contacts and the company they work for is imported to Vendors? My first attempt was unsuccessful so I also need a helping hand deleting all the existing records and starting over again. Thanks in advance for your help.
Creating a revenue forecast
Hello, I'm looking to input a varying monthly revenue forecast into Zoho for new customers that do not have an established run rate. e.g. Expected revenue from new Customer X could be $20K in June, $0 July, $40K in August, $0 September, then say $100K per month from October onwards. Can this be implemented? Thank you
Customer Support
Ok so I just signed out to try out ZOHO. First thing I need to ask is there any online chat support from this company? I am guessing not since I do not see a chat tab or a drop down under support. With that said is there phone support. Again I do not see a number so is the email the only avenue to seek support as I get started with setting up ZOHO. Like a set wizard or something like that? I have used ACT, Salesforce,Microsoft Dynamics and presently trialing Karma. Act I have always liked but the
Field name mandatory leads
Hello, I require that the field name is not mandatory in leads occasionally checked B2B company information for business and do not have the name. I do not understand because you can not leave the optional field
Account activity view customization
I can see someone asked this question two years ago, but no updates since then. I would like to customize the headings which appear in the Activities area when I click on an account. This would be for both the Closed and Open Activities sections. Instead of the Start Date Time and End Date Time we would like to see the contact name of the person the activity was conducted with. Is there any way to modify this view?
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
My outlook contacts are linked with Zoho and I want to stop this happening how do I do it ?
How to see which records were skipped on import
I am importing leads into Zoho. I get the status that the leads were imported and that 9993 were added and 6 were skipped. (Reason: Due to empty values for any of the mandatory fields) But I don't know which 6 were skipped I sorted my excel file that I started with and do not see any empty cells. When importing that many items it is important to know which items are skipped. Thank you!
Error message when I try to send an email ......
I get a screen saying "Insufficient privileges to perform this operation. Contact your Administrator". I was fine to send emails using this login yesterday? Any ideas?
How do I create a potential without creating an account?
When one of my salespeople gives a demo to a new lead, I want that Lead to be converted to a Potential and a follow-up to be scheduled. However, when I hit "convert" to create a Potential out of that Lead, Zoho also creates an Account for that Potential. What am I doing wrong? I want my Accounts to only reflect those that have decided to join our service and become customers, not those that were just given a demo.
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