Connect contact (or potential) to lead post-conversion
Using the "Converted Leads" view I can see all leads we've converted into contacts and potentials. And when I click through from one of those Converted Leads the system presents the potential and contact that were created at the time of conversion. This information is also available as a report. So, my questions are: 1) How can I get this information via the API? Specifically, how can I map the LEAD_ID to the CONTACT_ID? 2) How can I create a custom view (with columns of my choosing) that includes
Zoho CRM first offline/online CRM....
Hi Zoho-Team You answered some Post in 2007 that Zoho is near to an offline Features. Is this still in on the top of the CRM-Roadmap? Will it be implemented with Gears? Any Time to Release? That would be so great for any salesman who is on the run... Thank you & regards tenzin
Notes
Is there any way to incorporate notes in a view/report you might create for an account Kind Regards Annette Cleary
Import from Mac contact
I'm trying to import my contacts from Mac but having trouble. I've converted my contacts to a CSV file using AB2CSV. But when I try to import them I am told there were no records imported. Please help
REMINDER TO ZCRM TEAM
There is a thread concerning a very important usability feature that goes back for 2 years. The Development team has yet to take action on it and there are comments from users as recently as 6 days ago. https://help.zoho.com/portal/en/community/topic/scheduling-prospect-calls I suggest the Development team take a look at this thread as it concerns a very basic feature that ZCRM is missing. At this point due to lack of response by the ZCRM team for over a year is likely costing Zoho business.
how do I make a "referred by" custom field that acts like the "lead owner" field?
Hi, We use Zoho CRM to power our real estate agency. We have a lot of agents who refer clients to us. Hundreds of independent agents. They do not have an account in our CRM because they are independent agents, not our employees. I want to be able to use CRM to know the name of the agent who referred a lead. The agent would be saved in CRM as an Account. So I can then run a report to see how much commission I owe each agent at the end of the month. First step is, how do I make a custom field to track
Cloned/Created record changes ownership randomly
We have a long standing issue whereby when certain records in Purchase Orders are created or cloned (the issue is not related solely to cloning), the record´s ownership changes randomly to another user different to the person who creates the record. This behavior is inconsistent, and more perplexing is the fact that the users do not have permission to change the record's owner, nor editing the record altogether. They can create but not edit the records. When the record is saved this happens: 1. The
Quote templates
Hi, I'm trying to make a quote template that has Quantity, Description, List Price, Discount and Total Price. Using the Merge Fields in the editor, only the Description is populated when I make my quote. What is happening?
How do I display the discount on my quote template?
How do I display the discount on my quote template?
transferring notes from leads to Potentials
I use the notes section of leads to document progress and emails. When I convert a lead to a Reservation (potential), the notes don't convert with the lead. is it possible to have that convert with the other information?
Capturing outbound mail
We are using Zoho CRM, and the system is working great for grabbing and associating inbound mails with the right accounts or leads. Is there a way to achieve the same thing with outbound mails? I know that if I click on SEND MAIL while in that Zoho contact record, the outbound mail will be captured and recorded with the account. But I want to see every message sent from my standard email client get captured and stored with the contact history. I have tired CCing the Zohomail account on all messages,
Clone an account
I started a personal zoho project in my personal email account. I now want to convert this to business account and not have the two accounts co-mingled. What is the best way to handle this.
Auto number for quotes & invoices
Process flow for our sales team. 1) Create quote and obtain signature on quote 2) When ready to turn over to production, "Convert to Invoice" Problem I have set up auto number for Quotes and Invoices. I set both to start at "600100". I have "Mapped Custom Fields" so that the fields match in both Quotes and Invoices. All Quotes are not turned into invoices. So, I may have 100 Quotes generated and only 10 are converted to "Invoices". I get to 600200 for Quotes and I am at 600110 for Invoices.
How to make an action plan without notion of time ?
How to make an action plan without notion of time. For example, think to call someone on April 25.
Email Stats
Is there a way to see the effectiveness of an email blase? Where we can see the bounce rate, % opened, etc.?? I can't find a spot anywhere that shows me this.
lid form
the registration form which is associated with the CRM But by pushing it to the site it appears more appropriate to http://adv.nesco.co.il/1_164/#.UW6l-cr5Xz4 and should be as http://nesco.co.il/LandingPages/webinar10032013/#.UW6m88r5Xz4 help correct the SSC to form more appropriate to be displayed displayed <style type="text/css"> .main-headline { width:608px !important; } #main-headlines { margin-left: 13px; } .input { width:257px; height: 30px; margin: 17px 0px
In Quotes how do i add a discription to products?
Every time i do a new quote the discription does not stay in the field for theproduct is there a plates to manage Products?
Viewing leads
Hi, I have imported leads using the templates, but I cant see any information other than name/company / phone number.. can you assist ?
BCC Dropbox not working
BCC Dropbox feature is not working. It does not tie an e-mail to an existing lead, and it does not create a new lead when there isn't one already present. My e-mail does not return as undeliverable, it simply never shows up in Zoho.
BCC Dropbox messages taking too long or not showing up in CRM
How long should it take for a BCC-to-dropbox message to show up in CRM? I am still waiting for some test emails sent from Google Apps sent several hours ago.
mail merge html
Emails sent via mail merge will not show text above line 5 of the email, is there a bug in the mail merge feature?
Zoho CRM Bcc Problems
Hi i used quiet a lot the new Bcc Dropbox possibility with my personal Bcc Adress. Unfortunately since several days it doesn't work anymore. I do the same thing like before and nothing happens in Zoho. The mails are no longer attached in Zoho. Need help now ! thx r.
Using same email for multiple organisations
Hi Zoho, one thing I find a little annoying is that I can't use the same email address for multiple CRM setups. I set up CRMs for my clients which means I need a separate account for each one. It would be better if I could use one login and then choose which organisation to use. Zoho Projects has this kind of functionality. Any chance of building it into Zoho CRM? cheers, Jeremy
Is there a way to see what campaigns a contact is connect to on the contact page
I would like to be able to see what campaigns a contact is connected to when I am on the contact page. Is there a place to set that up? Thanks
Zoho CRM is not syncing all of my events to Zoho Mobile.
All of my appointments (EVENTS) are saved in my zoho crm online. When I sync that with mobile, if I have a repeating appointment say every thursday at 9 am it changes the date in mobile from every thursday starting in 2013 to every thursday starting sometime in 2014. It also is leaving out individual appointments that are not recurring events just one time appointments. My sales people can not see their appointments now.
activites display
I want to see the lead name when i go onto the activities tab rather than just the task type. e.g - activity task says 'call'. Is there a way that this can be changed so i can see the lead name of who i need to contact?
Deleting and re-sync
Hi, I want to delete all contacts about 9000 in Zoho Campaigns and re sync all contacts with Zoho CRM which is the bet way to do it? Prasad
Copying database to Thumb Drive
Can I copy my leads (Free version) to a thumb drive...or can I transfer them to a new ZOHO account? I have almost 1,000 accounts and my former boss is deleting names from the database that I actually NEED.
Unified Calendar
When will a unified calendar be available? Specifically and integration fo Zoho desktop and CRM. I have done a search of the forums and I am finding related posts, mostly from 2008 and not useful. Any insight or further information is greatly appreciated.
All I want to do is add my contacts and then add a call with follow up.
Hi, I added my contacts. All I want to do now is everytime I call one is to add a a record when i contacted them some description and when I should follow up. I cant find how to do that. Is it a task? an Event? both? Thanks
Using the full name field with contacts
Hi there, How can I make use of the full name field of my contacts? I cann't find it in the field list of the contacts. Can I change the fields of which the full name field is composed? Thanks for your help! Hans
From Lead to Contact, back to Lead...
I'm currently using the CONVERT button when changing LEADS into CONTACTS. However, there is no CONVERT button available under any other tabs. In the event, a client is on a hiatus from using our services, we want to return them from CONTACT to the LEAD tab. How can I convert a LEAD into a CONTACT and then back to a LEAD. Is there a way to add a CONVERT button onto multiple tabs, for example. Basically, I want to be able to move leads and contacts and potentials around regularly from tab to tab.
Escalting Lead to Account
How do I escalate a lead once we have signed them on as an account? Is there an easy process to this?
Hi
Hi there are any way to create a custom field who changes the color (Like a flag or button) related to a content in another custom field.. I'm trying to create a color coded status and noticeable thing... Thanks in advance
Zoho CRM - duplicate contacts by double-click on Save button
Hi, At present, user can click very fast on "Save" button and Zoho will create several Contacts with the same data. How can I prevent user from clicking multiple times on "Save" button while creating new Contact? Regards
Zoho CRM Reports
I can't run any reports! Getting error message that says I have insufficient priviledges and to contract my Administrator and I AM the administrator and it appears based on the radion buttons I SHOULD have access. Is there a rule that only 1 person can have administrative priviledges per organization (all 4 of us are tagged as Administrators)?
ZOHO is running extremely slow
What is going on ZOHO is running extremely slow
Cannot see the link to pay using Paypal
Apologies if this comes up twice, I could have sworn I posted it - but its not showing on the site. Anyway, I'm trying to upgrade and cannot see anywhere to pay with Paypal - although that method is quoted in the knowledge base. Can anyone help please? Thanks James.
Rename custom fields
I've added a custom Lead field: business unit. I would like to not only rename one of the business units, but also apply this change to the existing leads and contacts. Is this possible? Rikkert Kleerekoper
Copying address from account in invoice
Hi, Just wanted to know if it was possible to autofill the billing and postal address in a invoice with the details from the account specified? Cheers, Kate
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