New business leads for my CRM on Zoho
We have been using Zoho CRM at Web Spies to capture prospect details that make an inquiry from our website and email campaigns for web design.This has been successful for us as we can manage leads more effectively! What we wanted to do now is generate more business leads, so we added some software to our websites Web Spies that shows us company details that look at key pages but don't make contact with us. This has doubled our lead generation through the website and kept the sales team buzzing. I
Can I have a product/service breakdown in my potentials?
In my line of work, I sell software (different types) and services. For my potentials, I would like to show a breakdown, e.g.:- Product 1 - $20000 Product 2 - $10000 Services 1 - $15000 Services 2 - $5000 Potential Total = $50000. THEN I would like to see all my potentials for, say, Product 2 (and just show the amounts totalled for Product 2), so I can print a Product 2 report and show that to my supplier for that product. Can I do this in Zoho CRM
Checking Contact Email is missing the point.
We have over 25 CRM and Email users in our company and we need to check the e-mail communications/history in a Contact but this job is made into "mission impossible" if we need to check the 25 users, one by one. Instead, I propose to have a single button that allows us to see ALL email from ALL users with one click - in the same Contact. At the moment, one needs to guess which user may have been receiving emails for a particualr contact. This facility is a basic need for any CRM user! Thank you Robert
Editing, changing, anything, How to make me myself the admin,??
I am blocked from editing contact data, changing our company logo, etc, etc. I am listed as the admin but it doesn't seem to recognize it.
Web To Lead : Campaign Association
How do I associate the new leads coming from Web automatically to a campaign? The HTML code provided by Web To Lead generator doesn't have any Campaign field. Thanks, - Sunil
One stage in Potentials
Hi, In our potentials module we only want just one stage; Closed Won, and leave open to the possibility of adding in more stages once our sales team is comfortable with the data entry. The Percentage field will obviously remain at 100%. However, upon creating a new Potential, the percentage field is empty, and Closed Won is selected by default in the stage. We can write in 100 into the percentage field, but it would be ideal if we could just ignore this for the time being, before we full implement
Creating a custom module/tab in Z CRM
Much needed enhancement in Zoho CRM is the ability to create a custom module/tab. This would greatly benefit the vertical customization process. Is this something that Zoho is considering?
Lookup Field is no longer an option in Select Field Type
We are currently using three custom Lookup Type fields. It was our understanding that up to 5 Lookup fields are allowed. However, Lookup Fields are no longer an option in the Select Field Type menu (see image below). Can someone clarify this? Thank you.
Custom Potentials Report
Is there a reason why Account Name is not available column? See image below. Thank you.
Restoring CRM to original default settings
Hi, Does anybody know how to restore Zoho CRM to original default settings? Would appreciate any advise on this. Thanks
Activity Task Reminder Search
Please add functionality to search for reminders by reminder time. Currently, it is not possible to search by open activity reminders. Only Due Dates. For example, I have a reminder to contact Joe, it is set to "POP-UP" and my browser crashes. The Due date for contacting Joe is set for 2 weeks from today, as after that point if he is not reached the relevance isn't there. So, how do I search for all the missed reminders by date and time? ie: all the reminders I have set to call today?
Customize Opportunity Stages
There are several places within "Opportunities" - including the "stages" field that are required by Zoho and have pre-completed options. How do I change those options (e.g. Qualification, Needs Analysis, Value Proposition, etc...) into my own options?
Skype4Zoho CTI - Record Calls Automatically
The same integration of Skype with Salesforce was developed by Pamconsult and works a treat in Salesforce - is any VOIP approach being considered and if so what are realistic timelines?
Is it possible to pass data key/values to the 'Return URL' using the php $_GET command?
Hello. I need for Zoho to pass the new contact info to my Return URL after submitting the web-to-contact form. For example, if my return url is "http://myreturn.url" then I need it to use the URL tokens like this: "http://myreturn.url?name=NAME&address=ADDRESS&city=&state=&zip=" etc. I cannot find a place in my settings that allows me to "turn on" this important, but missing, feature. Thanks for any help in advance. James
Running a Report for Sales totals with Two Account Names under one Potential
Hi there, We are a real estate brokerage, and are trying to create a report for YTD sales totals for our agents (all agents are Accounts). Since many of our Agents work deals together, we generally create one Potential transaction for each address under the lead agent, and put any partnering agents on that transaction via a lookup field (Ex: Co-op Agent 1). We then record each agent's earnings within that transaction. While the lookup field shows the agent's name in the transaction and also in
PDF export
PDF exporting is broken in CRM
Check box value should be 1 or 0
Check box value should be 1 or 0 What does this imply? This is an instruction while uploading.
New ZOHO CRM - Forecast Module ---how do I remove past employees from showing up in these reports?
Please see attached screenshot. Employees - some who have not worked with me for three years -- are showing up in the new forecast reports. How do I hide these names from the reports. Please see attachment. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Company Address Change/add does not update/add to associated Contacts
If I change or add the Billing Address or the Ship Address in the Company module, it does not update the Mail Address or the Other Address in the associated Contact Field. Please advise what I am missing to accomplish this rather simple task. Thanks
Calendar not functioning....
As reported before....not just me but from my colleagues as well. Sometimes when you click on the calendar, it simply will not open up, Other matters.. - Inserting a new event...may upload. Then when it goes back to the current day, and you want to put in another future date, cannot take you through....eg, from Nov to Dec, you need to go back to Oct, then Nov to take you through to Dec!!! There is obviously a bug in the system - Times are not so good, as can only put in 30 mins time slots...why not
email alerts not working
i've set up the workflow rule & added the email template. It's a simple rule that should send an alert when a new lead is created. I've tested not having any criteria and having criteria and neither have worked. How can I fix it? thanks
Multiple Duplicate Leads, quick removal technique?
I have mutiple duplicate leads and it is too cumbersome to remove them Lead by lead in the Find and Merge function. Any suggestions on how to remove large numbers of duplicates quicker? Robert
emails not showing up
When an email is sent to two emails in our system, one the the accounts does not receive the email. This has been an on-going problem and I do have a paid subscription.. Thanks
Finding what contacts at a company there have been communications with?
I'm sure I've asked this before without a response, but I am going to try again. I have a company that has close to 100 contacts associated with it. I know that there has been some communication with one of the people at the company, most likely recorded by an email that has been attached to the contact record. I have no idea which contact we've been communicating with. How do I find the contact without having to open each contact record individually?
Automated Fields within Event
I have assessors that go out to appointments in contacts homes, Looking at the Events page there is a look up for the contact name but what is really needed that when the contact name is selected then the Venue is changed to show their address.
How can I have de Mapping process developed from Top Solutions
Dear sirs , We contacted the very ZOHO . Due to communication problems we are facing , we believe it is a matter of culture and languages . We understand your dissatisfaction in the meet Luis and do not intend to cause problems . We bought a program that does not know how to use . We have no manual and can not know why some things . Request for internal decision that you send us MAPPING PROCESS FOR IMPLEMENTING THE ZOHO and Macroprocess developed by you and paid by our company where we will see
Security Issue: List View: Email List Download
Can anyone help champion this email data security issue? Background: Our users do not have access to reports and cannot update Views. None of our View lists contain Street, Phone, Email. On Details, I give Users access to view/read/write to Street, Phone, Email fields when they are looking at the Detail. For example, It's important for a telemarketer to get an Email address from the prospect to send follow up email. As we have turnover and Telemarketers/Salespeople quit, I'm confident they
BCC Dropbox v. Google Mail integration
We have successfully used the google mail integration since getting zoho. I see the new BCC Dropbox feature. Is this anything I should pay attention to - does it offer any features that our current google mail integration with zoho crm does not?
Adding product to price book by product code
Hello, I have an issue creating price books It is impossible to find product in PRICEBOOK by the product code. By the way in the global search and settings there are possibility to find product by CODE, and settings search fields in PRODUCT are marked as searchable.
have to refresh our Zoho web page
Since one week, We got problems when we add or modify a Contact or Account information. For example, we add a new contact. After to have saved, we are blocked. We must refresh our screen to go further.
Multi part Potentials
I am looking for a way to input a Potential amount, across many months. For example, we are going to "close" a 100,000 deal , but each part will be in different months. (for this example and ease, lets say 10 months at 10K/month) Is there a way to break apart the potential amounts and dates, or would this mean I would have to create 10 separate Potentials? My last CRM allowed us to distribute the revenue across different months.. Thanks in advance for any and all help
Custom Field in Activities
I want to add a few Delivery Tasks. For this I want to use the Contact Mailing Address to be linked somehow and appear in the tasks view. How can I do this? I don't have that field when I create a View. Thanks a lot! Gery
Formulas for Custom Fields
I created a custom field entitled Expiration Date using the below formula (which worked perfectly adding a date that is 30 days after the Create Date): Datepart(Adddate(${Leads.Created Time},30,'DAY')). I would like to have Leads expire within 30 days if the no of employees field is <=200 employees and within 90 days if the no of employees field is >=200 employees. I would appreciate any assistance that you can provide.
Duplicates
I am getting duplicate entries in self created reports. How do i remove them.
Auto Email Set up not working
I have set up and configured auto email so that when data is created or edited in accounts will result in a group of people receiving notification email to say that the record has been updated. All set up seemed fine but no auto email is being sent?
Forecasts problem
I have created forecasts for Oct, Nov and Dec 2013 but, I am now unable to create any forecasts before that date. Is this because it only allows you to create forecasts from now? I have historical forecasts I wanted to add.
Potentials Created Through Campaign Aren't Visible
I have leads associated with a campaign and on conversion to a Potential, the campaign information doesn't carry over to the Potential itself, nor does the Potential get listed under the campaign. I've also tried to create a new Potential directly from the Campaign page, and it never shows except on the Potentials page. I've attached two images. One shows the blank area of the potentials section on a Campaign Detail Page, and the second image shows the potentials I created based from the campaign.
Mobile Events
I have previously installed the mobile CRM app and all the events were shown correctly. Then I went online and changed the date to a recurring event from every other Friday to every other Thursday. The app now shows the events on Thursday's, but the Friday event is still there. The Friday event was removed from the online CRM site, but on the mobile it was not deleted. Any way to fix this? Thanks
Questions about Reports
I would like somebody could help me to create a Report where I can have Leads and Potentials in the same report. I haven`t found a way to have them together. I need to see the date where I create a Lead and date when it turns into a Potentials. I hope you could help me. Thanks.
Price Book Preview and Print
Here is my question. While in Price Books > {select price book} When I click on "Print Preview" of the price book it shows the first 10 entries. I click the next button to show the remaining 5 products but the "Print Preview" only shows the same original 10 entries. Is there a way to show all of the products in the price book and print them out? I may be missing something but not sure what. Having the ability to print out all of the products in each of the price book is key. Thanks in advance.
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