Round Robin Lead Assignment
Any chance of this feature being added to CRM? It would be nice to rotate lead assignment amongst a group. Also it would be great to re-assign leads when they haven't be dealt with in a timely manner...
Rotational assignment of leads
I'm capturing 100's of leads everyday and have a committee of 15 people that l want to equally distribute these leads to. What's the easiest way to do this?
Hide tab without disabling?
Is there a way to hide a tab without disabling it's functionality? For instance, I'd like to remove the "Activities" tab, but still allow users to view/edit Activities information within a particular Lead/Contact/Potential. Is this possible?
Email address not coming automatically when emailing an invoice for an Account
I am a B2C company and to invoice my clients I have to create them as Accounts, When I want to mail them an invoice the email address does not come automatically into the email compose screen Please help Thanks
I can't enter a Vendor name when entering a new contact.
Please let me know what I'm missing. Thanks.
Understanding The Basics
We have been knowingly using Zoho improperly for quite sometime now. We basically just use it to store our leads' contact info. This is because we never really understood how to use it. Can someone please help me understand some of the basics? We are a remodeling company and sell mainly to homeowners. So after we receive a lead, we're not really sure what that lead should be converted to and when. When I read the definitions of Accounts and Contacts, it seems like those are only for dealings with
New User
Hello I am starting tp use Zoho to manage my workforce and leads and I am trying to add a new user however I can only add them as a second CEO / administrator ... how do I change this so they cant customise the CRM but add and amend client records? Thanks in advance
Add Vendors to Mobile App
Please add vendors module to mobile app. there is an empty space where it would fit perfectly. Thanks.
Questions About Becoming Paid Member
We've been using the Free addition for awhile now. We have added a member to our sales team and so I was wondering is it possible to add 1 paid user to our free account, or is it necessary to upgrade all existing members paid members?
filter users
I have in my account has 2 users, how do I filter the activities you do each. ie I want to see what each user visits, as I do?
Time-Based Action with Task "Recurring Activity" features
It would be beneficial if we could set the same type of parameters with Time-Based Action. (see screenshot) For example, my team need to create monthly rosters on the first day of every month for certain Accounts. Under automation in setup I would ideally like to trigger these certain type of accounts to: Have an automated task created on the first day of every month. Having a Time-Based prevents our open activities from being over-populated with monthly tasks for the next year. Do you have a solution
Is there a way to point the skype call to function to another program?
I use ringcentral's call controller to make outbound sales calls. I need to figure out how to get my zoho call link to go to the call controller, or disable the link so the text can be easily copied. Is there a way to do that? If I can get this to work efficiently, I will be upgrading to the paid version for more storage. Thank you, Frank
Different Opportunity types?
We sell a base service, with several different add-ons. So a customer may have just our base software or they may have all the options. After we have sold our basic service, we would like to track/forecast, etc additional revenue within a customer. Is there a way to create an Opp template? If not, how are you all tracking them?
Transfer a contact to Outlook
How can I transfer the contact details for someone from Zoho into Microsoft Outlook contacts?
Upload user profile photo by Administrator
Is there any option that an administrator can upload all the profile photos of the users?
How to hide hiden fields?
Hi I set profile with quople hidden fields (tel's and mail's)in contacts. Almost everything is correct. On contact view that data is invisible, great :) but in events field I have "whom to deal with" with that fields visibble (tel number and mail). How can I hide hidden data? Best
Stock Management
Hi Regarding this issue of status change on purchase order which affects the qty ordered and and qty in stock, i would like to point out if the PO is cancelled or deleted the qty ordered still remains the same, when are you looking to resolve this bug, also once the puchase order is created and thereafter qty adjusted this also does not reflect in qty ordered. it seem you have resolved the issue of a status change from created/approved to delivered this converts the qty ordered to qty in stock,
Is there a way to create a custom field that ties to a contact in the database?
For example, if I wanted to identify the key people in an account in three custom fields on the account tab, "CEO', "CFO" and "CTO" is there a way to populate those fields with actual contacts residing in the database so all I have to do is click on their name to get to their contact info?
Templates
I have created a template in the Leads section and want to use the same template in the Accounts sections, is it possible to transfer the template?
Workflow rule for potential = close date has passed
Is it possible to create a rule such that if the close date is earlier than today, an email is sent to the owner and alerts them that the close date must be updated? Or an alert that a close date is approaching?
Web Zoho CRM Bug
Hi I'm experiencing two issues with a web zoho crm form. I have the code inserted into a wordpress page however there are a couple of problems. One is that the validation code isn't appearing. I've had a look at the code its producing as well as testing the code outside of wordpress. When the code is viewed on its own outside wordpress the validation code appears. However, once inserted into a page it does not. At first I thought that maybe the validation code was imbedded in a paragraph tag that
Is there any way to import bug as a task?
Is there a way to 'import' a Zoho bug as a task? is there an interface between bugs and tasks?
Won't accept closing date
Location is Hong Kong, Language is UK English when entering closing date for potential it will not accept. Lists only as "undefined" the input mask is in Chinese which is odd listing yyyymmdd. But no input of any format appears to allow a save. This includes using the calendar function to select the date. Any suggestions?
Reports
Hi I want edit repost mail body and title. This is posibble? Thanks
Using ZOHO CRM in real estate sector
Hi to all experts. Since utilizing ZOHO CRM for every single member of our sales team (having a high possibility to raise a large number about 60 soon) seems to be an expensive option for us (when compared with other packaged solutions provided by some local vendors) , we have been wondering if it might be possible to develop an external application on ZOHO Creator (instead of a web application) that would work for circa 50 (of 60 ; remaining from our core team) persons in our sales team to use within
How to assign a task to multiple Leads?
Hi All, How to assign a task to multiple Leads? I am trying to create new task (Meeting) which i need to assign to multiple leads, available in list. But i found that i can select only one lead for a task. Can someone help me, how to get it done?
How do I import my organization's unique ID for Zoho CRM's opportunities?
I'd greatly appreciate help with this problem, which is causing quite a mess for us. When I import opportunities into my Zoho CRM account, I map the "Opportunities Id" field to a column in an Excel file that lists my organization's own "Project ID" for each of our projects. However, Zoho CRM doesn't recognize this Project ID and instead assigns its own unique ID in the "Opportunities Id" column to each record (e.g. zcrm_818539000000112561). In other words, when I export, none of my organization's
Web to Partner/Vendor Forms
Is there any way to create a Web to Partner/Vendor form where data entered on a website would create a Partner/Vendor entry? The standard forms are only Web-to-Lead,Contact, or Support/Case. Can this be accomplished via other means? Thank you, Blake
Making a field value Unique at accounts
Hi, Im trying to use the tab "accounts" as the tab to create our customers, the idea is to create only one customer per identification, it means not repeat clients... there is anyway to mark a field as "value unique"? im testing the free edition, to know the zoho`s skills... Thanks for your help
Create Knowledge Base for my products
Is there a way to create my own Knowledge Base for my company's products using Zoho CRM?
not dupllicate
Hello, Our company works in B2C scenario where Mass lead import means each time importing of 300+ leads. Sometimes happens to have our existing clients (Contacts & Accounts) between those newly uploaded leads. Is there a way to check between Leads and Contacts modules for duplicated registers? If not, what is the practice that you suggest to prevent to contact our existing clients with an offer for leads (embarassing, isn't it?).
Zoho accounts?
Hello- Just downloaded ZOHO. My business is a lot recurring monthly business, and of course adding new ones. But the first part is more important. Here is how what have... - I work with agencies (parent account) that will have lots of others accounts under them (should i create these as potentials, or create new accounts?) every month, I will predict revenue per each account and at the end of the month, I will update based on actual revenue... What is the best way to set this up? Any help is appreciated.
tying "Reports To" field to other records in CRM
Is there a way to allow contacts to be connected via the "reports to" field? I would like to be able to look at a contact and see who they report to and from that field go directly to the manager's contact information. This would theoretically allow an org chart to be created within a specific account.
Will Zoho do what I need??
I am in the process of setting up our Zoho account. There are a few things Im not figuring out how to do, so now Im wondering if these are even possible to do with Zoho. 1.) Create a proposal to attach to a potential (we don't use specified products) 2.) After we complete a job I create a "generated" proposal set for a certain date. Every month I run a report to see who I need to send postcards to for reminders that they need new services. My report needs to show the name, date of last service, what
Massive mail to reports or crossed views
Hi. I want to send a massive mail to the CEO of certain accounts. I have a pick list on the account telling me if it is a "Cluster". In the contacts of that account I have various contacts and I want to send the mail to the ones that have a check box named "representative". How can I do it? Thanks in advance
How can I create tasks based on campaign member status?
I must be missing something here, because this seems to be an awfully common requirement. I send out a campaign (using Zoho Campaigns, but I think that's irrelevant to this question) to 1,000 leads. 100 of them respond to it - perhaps by clicking through a link to download a white paper. I want to create a task for each of those 100 respondents to have our sales staff follow-up with them. Right now what I see is that the Campaign Member Status in the Campaigns related list for each of these leads
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
BCC Dropbox Limited to 5 Email Addresses
We have 20+ Zoho CRM users and only 5 of them can use the BCC Dropbox. Is there any way to increase this limit? Thanks, Ron
Creating Purchase Orders from Sales Orders and Invoices
Please allow users to create Purchase Orders from Sales Orders and Invoices.
Phone Number Extensions
How do I include phone number extensions but keep the automatic formatting in the phone field?
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