Workflow rule execution
I need help setting up my workflow rules for the Leads module. My situation is as follows: My Status field in the Leads module can take one of the three values: [EMPTY] Follow up 1 Follow up 2 I also have two follow up email templates. What I want to achieve is to have the system automatically send the first follow-up in one day after the lead creation date, and the second follow up - in 8 days after the lead creation date. I managed to successfully set up the first step (non relevant fields
Best Place to Learn ZOHO & Also use Reports
Hi, I want to learn to Use ZOHO CRM ..what is the Best place to learn Using and configuring ZOHO CRM....I need to create reports on dates an oportunities were created....
Log in as admin to see another account.
It would be great as an administrator to be able to be able to log in to a CRM user's account without them having to give me their password every time. I occasionally run into problems where it would be helpful to log in as the user and see what they are seeing to troubleshoot the problem. I know Sales Force gives users the ability to temporarily grant the administrator access to their account. Any thoughts on this?
Mail Merge
Hi, I'm completely new to Zoho CRM. I want to start creating a number of databases for both prospects and existing clients whom I will be direct mailing (hard copy not email) on an ongoing basis as part of a new marketing campaign. Can anyone advise me how best to create a mail merge in Zoho CRM? I would appreciate your assistance & advice with this as I am a complete newbie! Many thanks.
Email template fonts not behaving
I have created several email templates in Zoho CRM that we use as part of responses to leads. I have used the edit tools to set the font to Arial, and to make other format changes. Here's screen cap of the editor: The, when I click on Preview, and more to the point, when I send out the email, it reverts to Times Roman or something: Help! Am I doing something wrong, or is this a Zoho bug? Andy
Exporting ZOHO Leads
Hi, I am confused, can someone help. In my ZOHO leads when I check the total number of leads I get a figure of 5,192. When I export the leads I end up with a 3,100 leads. Am I doing something wrong? I would like to export all of my 5,192 leads. Thanks.
email templates: last used/ last modded / how many times in
I need to know which templates were -when last used -by whom -last edited -and edited by whom I'm thinking wiki like history for the email templates... many thanks! DisplayAllTemplates.do?step=showAllTemplates&title_key=crm.security.viewallemailtemps Dennis Daniels
CRM Scheme
Hello I'm starting to use the CRM to my work with insurance, and i understand how can i use some items, but i'm having problems to understand how i can use all the Zoho CRM. Its possible to get a scheme of how the diferent entities from the software were supposed to interact? My business is not an ordinary CRM, so i have to adjust the use, and the easier way is having a visual connection between diferent things: Counts, Constacts, Tasks, ...
Transferring Data to CRM from Sage Accounts
I want to transfer Customer contact details (name, address etc) from a Sage accounts system into Zoho CRM - any advice please?
Skype highlighting
Hello, I see the little telephone image next to the phone number at the topic of a contact, lead, or account view... but, phone numbers displayed elsewhere don't show that clickable image... and the normal click-to-call function in Google Chrome for Skype doesn't appear to work anywhere within Zoho. Here's one scenario. Let's say I make a report of all my upcoming phone calls. I want to just click on the number in that report grid view and have it dial Skype. If I don't get through, I want to just
Email Opt out working??
I have several leads which I have checked the Email opt out, yet my work rules continue to sent them emails. Is there something else I should be doing?
"Subject" field : how to add name in the list
To create a new task, there is the "subject" field which is a required field. Subject field is not a pick list. To fill in this field, we can click on the icon "subject name lookup", so we can chose some name for the subject in a list, and it is also possible to write a specific name. How can we add new name in that list so that name appear in the subject name lookup? Thank you for your help
return page web-to-lead
hi, I have actived web-to-lead on my ZohoCRM account (hosted account). I changed the URL shortly after setting the whole thing up, and this new URL does show indeed in the settings. But once the form is submitted, the web visitor is taken to the first URL IO specified, not the updated one. Any body with the same issue? Any help would be appreciated. Best regards. Olivier Caeymaex Olivier Caeymaex
Web to Lead Form - 1 value into two fields
I would like one value from a web to lead form to go into TWO separate fields within Zoho. Is this possible? Thanks
Converting from multiple Quotes fields?
I am a little confused as to how I can work this. I have 3 sections in the layout for our Quotes page for multiple quotes. I want to convert to a Sales Order from a previously created Quote. This issue here is I want to take the information from one of the three sections made in the quote, to make one record for a sales order. I would understand how to do this if it was always taking information from the same fields. But can I do this? Let me know if this doesn't make sense. Please get back to me
Importing best practices and questions
I have a list of 800 accounts in csv format. Most of the accounts are leads, some of the accounts are customers. As a general rule of thumb, where do you recommend a list like this be imported to? If all are imported to leads, those that are customers could be converted to accounts. Do you recommend only one import location per list? Or, should I separate the leads from the customers and import 2 lists separately, one to leads and one to accounts? We just started with the free trial version and
How to I change a contact to an account?
please help! thank u
Report Buttons Not Working
Our company has a Professional subscription and recently we are not able to access the following buttons/functions on the Reports tab: - Create Report - Create Report Folder - Report Scheduler We also cannot expand the "Account and Contact Reports" section by clicking the "+" sign. We are also unable to access the "Configure Zoho Reports >>" link in the upper right corner of the Reports tab screen. When I check the profile settings, I find that all options for reporting and dashboard are missing.
How to add PHONE number to the Activites view
This just seems like something so obvious and I can't believe I can't find it. When I add a TASK for a person that I want to call back, I'd like to be able to see that persons PHONE NUMBER in the actives list. Ive added every field possible in the views, and the best that it gets is the person's name, but not their phone number. I'd like to be able to just print my tasks, seeing the person I need to call back with their phone number. Is there a way to do this in the FREE edition? thanks.
Convert Potential back to Lead?
Forum Community - I can not figure out how to convert a closed potential back in to a lead. For example: a "lead" was called on and converted in to a "potential", the deal was lost but we need to put then back in to a "lead" to follow up with in another 8 months. How do we do this? Thanks in advance!
Help on Zoho CRM - Activities and Lead Conversion
I have few Questions on Zoho CRM - 1) How do I import Activities from another CRM into Zoho CRM? I don't find any Wizard there in Zoho CRM. Even though I create activities manually, attaching calls/task to Leads/contact is very cumbersome. Is there any clean way? 2) In detailed edit mode of Contact using "Organize Contacts Details" , why can't I use "New Products"? I have only "New" Potential and "Add" Products. 3) Is there any way to add customization while converting Leads into Contact and Account
Lead craetion as per location.
Dear Zoho team, how do you categorize leads as per territory ?
Template or pop up info in Description field
Hi, In the Description field, I would like to "remind" the users what I expect them to fill in. Is there a way to have this attribute have a pre-defined template or have an information window pop up when scrolling on 'Description' label? Thanks, Adi
How do I change a contact to a lead?
I uploaded a bunch of csv files into Z-CRM. They are now all contacts. I am beginning to understand that Zoho uses a different workflow for leads and potentials and contacts. With this in mind, how can I change a contact into a lead or a potential? Thank you, -Dan
Web-to-Lead: success message
Zoho support team, We have the web-to-lead form working fine, and are already getting the data in Zoho CRM, but on pressing submit, it just takes the visitor back to the home page. How do we add a success-message to the HTML code, so that after clicking submit one also gets to see some sort of success message (thank you message) etc? Appreciate your attention. thanks
How do you convert a group of leads into events?
We are trying to convert a group of 30 or more New Leads into Events. It is only allowing to Mass Update them into Alerts but not Events. Is there anyway to set an event through a mass update?
Page Layout - How to remove/change related info?
Hello,In the 'Potential' page view after the sections for Potential information, description, notes and stage History I get a list of related records types. For example: Competitors, Attachments, Open Activities etc. How do I control these (remove or change order of them)? Thanks, Adi
Best way to add a sales visit to a contact record
I have used other CRM's and I am now setting myself up in ZOHO. What is the best way to record a sales visit with a contact. I see sales call, but no way to easily record a visit. As a work around I created a picklist field under event so that I can show a visit, but I am betting that there is an easier way.
Error in importing leads
Hi, I am trying to import leads from an excel sheet and I don't get any error message but no of records imported/ignored/skipped all are zero (0). But when I look at the 'Import History' I see the import has failed. Is there any location or message on which column the import failed or which value triggered the crash?? Thanks.
Image container on Products in CRM
Would anyone like a image field for products, similar to image field for contacts?
Import Leads Create Date
When I use the migrate from CRM import function, I am unable to get the leads to import with the correct create date. Date format in data file is: 2005-12-31 Would prefer to not have 3000 leads with todays date....
Show lead name in activities
I have a view to show upcoming activity and can display everything apart from the lead name. I can only show the contact name. Is there a way to add this or should I discard my leads and just add everybody to the system as a contact? Thanks
Web Links in Custom View
Hello, I am trying to get the Paramaterized Web Links (under customizatin) that you can create, in a custom view, but those data fields aren't showing in the Customized Fields list so I can add the field to the custom view. Am I missing something? Thannks
How can I email Accounts???
Hi, I would like to be able to mass email ACCOUNTS exactly like how I can mass email potentials. As it stands, I cannot do this. Please help, this is important to our operation as sometimes our servers will go down and we need a way to mass email the accounts/clients on those servers.
Setting up a designed email template to send one at a time to leads
What format is used? Will an html template work? How is this set up in zoho crm? Thanks
Newbie...Introducing myself
Hello to the Forum, I am a brand new user of Zoho CRM. I am coming over from Highrise. And plan to also use Zoho Recruit in the very near future. I wanted to introduce myself and say hello to all. I expect to be on this forum quite a lot as I ramp up on the Zoho Suite - specifically CRM. With that in mind, let me begin by asking for three things... 1. Forgiveness and patience. It is inevitable that I will ask questions that have already been answered. I will try to search the forums first, but sometimes,
Stay in Touch Feature
I am unable to determine if ZOHO does or does NOT support the stay in touch feature, allowing to send an email to leads and contacts with a link enabling them to update their own information. Can someone tell me if this feature exists? If not could someone tell me if this could be developed through API? and if so does any one know a good API pro. Many thanks for any information, lead, hint, clue leading to clarifying this important feature for a CRM platform
Get information from one module into another
Is there any way to pull an e-mail field from a different module. I have leads with a vendor assigned to them. I want to set up notifications that will be sent out to both the lead and the vendor associated with the lead using a workflow. I have created a look up field and am able to pull the vendor name from the vendor module, but is there a way to pull the the e-mail form the vendor module so i can cc them on the auotmatic notifications being sent to the lead?
Is it possible to create a report that shows the number of worked days filtering by Month ?
Good Morning just upgraded to Professional edition, we made a lot of customizations to the potentials form, we are an aerospace consulting firm and we need to keep track of also the worked days of our consultants, so we added some custom fields to the Potentials (Project Start Date, project end date and duration (Formula) that obtains the difference from the first two entries. Is there a way when to generate a report to show the duration or worked days for a specific moth (e.g I have a potential
Stay In Touch
Hi, Do you have immediate plans to incorporate a stay in touch feature or a app like plaxo which will allow the option to send an email to all contacts that ask them to review the contact info I have and update any missing or new info? Thanks and I am loving ZOHO! ppotratz
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