Setting up an AutoResponder
Hello, I am trying to setup an autoresponder for leads i import. The directions say To set up autoresponders Click the Leads/Contacts tab. In the Leads/Contacts Home page, click Leads/Contacts Tools > Autoresponders. In the Autoresponders page, click Create Autoresponder. My problem is, i do not see the second step in my Leads tab. Could anyone help? I see the LEAD TOOLS however, i do not see anything that says AUTORESPONDERS.
Email issues
I seem to be having a lot of trouble with the emails in this system. Some are not coming through at all, some take quite a while to come through. I also found out that an email I sent to an enquiry went to their spam folder. It is not acceptable to have my emails going into the spam folders of my enquiries. I don't have any issues if I go directly through my gmail account.
Imported leads with wrong dates
Hi, I am new to Zoho CRM and currently evaluating this for our company. I imported leads but the leads has a custom field with a date set to DD/MM/YYYY, and when I did the import I didn't realize that it will default it to MM/DD/YYYY. So now I have all my leads with wrong dates. For example; I have a lead that should be 9/7/2012 (DD/MM/YYYY), currently its recorded as 7/9/2012. I change the local afterwards, but because the months happen to be all under 12, it didn't throw an error when I imported.
Copying potentials
Is it possible to copy or clone a potential easily? I have entered potentials with a prospect that have license, consultancy and support amounts. As each are different forms of potential revenue and may come in a different times, my boss wants me to separate them into 3 potentials instead of one. I see no easy way to do this. Any ideas people?
Changing Lead Name
I have loads of leads in my database. Initially, I could not enter a 'last name' field because they are film/tv titles rather than people. I created a field called 'title' and used that. I then inputted 'UNKNOWN' for all lead names as it is mandatory. I have now realised that I could easily have the title in the last name field, and would like to copy it over. I am concerned that there is no way to edit a 'LAST NAME' field once you have created a record. Is this true? I would like to mass copy the
Ranking Leads
Is anyone currently ranking their leads? I am thinking to create a custom field in order to rank my leads by numbers 1-3 in order to see how solid of a lead is. Is anyone utilizing something like this? Does anyone have a better way to rank their leads? We would like all leads to be included in our CRM, but when the sales team is going into the leads, i think it would be helpful for them to see the ranking of the lead. Please share your thoughts.
Remind Contacts
Dear All, After create a new purchase order, is it possible to send an email automatically to contact? Thank you, Eggy
CRM Mass Email, also email "email2"
Hi, is there a way to include the email2 address when sending out mass emails from Zoho CRM? Often a contact has several email addresses (for instance husbond and wife) and both would like to receive the information we send out. We on the other hand does not want to have two different contacts for same customer, since husbond and wife are considered as one customer, not two separate. Kind regards, Bo
Price with no comma...
Hello, I am trying to import my product using an excel file (I have tried as well .csv) so everything works find except the price. Indeed all my prices have a comma such as 3,10 $ Once the import is made there is only $ 3.00 I have tried many things but it doesn't work ! Since the support doesn't give the solution for it to work can anyone have had this problem ? and what is the fix ? Maybe there is something I don't understand... Thank you for your help.
One Contact for Multiple Accounts
Is it possible to link a contact to multiple accounts? An example scenario: I deal with restaurant owners. Each restaurant that uses my services is an Account. The restaurant owner is the Contact. In some cases, the owner might own multiple restaurants. I will have a separate account for each of these restaurants but they all have the same contact. Is this possible? If so, can you tell me how?
ANDROID APP HAS ARRIVED
In case you missed it, Zoho CRM has launched the Android version of ZCRM. Here is a link to the release announcement they posted in the Zoho Mobile Forum. (Not sure why the ZCRM team didn't post it here too) https://help.zoho.com/portal/en/community/topic/android-app-for-zoho-crm-release-announcement
ZohoCorp Portal
Still finding my way around the Zoho site, and at one point, after finding an incomplete answer, in the Zoho Knowledge Base, to a question with regard to linking Zoho CRM to Google Apps, I found my way to "Submit A Request" but it wasn't clear if it had accepted my Request. I selected "My Requests" to confirm, but it returned that "You cannot track your requests since you're not a registered user of this zohocorp portal" despite the fact that I was/am Loged In to my account. What's that about?
Letters are garbled.
From Today, All mails that we sent to our clients, letters in them are all garbled. So we got reply saying, " The letters are garbled. I couldn't read your email". When will it be fixed?
Potential stages history
How can I track the Potential Stages History? I want to be able to track how long Potential takes from one stage to another?
Was there a problem with Saving fields/records on Friday 18/5/12
Hi One of our users has reported that they added photos to a load of Contacts on Friday, and they are now not appearing in CRM. User also reported that URLs were added to one of our Custom Fields, and these haven't saved either. Was there a problem with records saving on Friday 18/5/12? Tks CK
Export Calendar Items to Google Calendar
I have setup Zoho to synchronize events with my Google Calendar. However, the most frequent sync interval available is every 6 hours, which is far too slow, and no manual sync option seems to be available. Given that sync is only available on paid editions, it should certainly be real-time, especially when most competing products offer real-time sync even in their free editions. I also do not see any means at all of exporting or synchronizing tasks, even though the wiki claims that tasks can be
What to do with a potential when the deal is closed.
I won the account from a potential and now what do I do with the potential record? Does it just stay a potential? How do I change it to no longer show as a potential?
Products & Contacts
I'm a bit confused about how to link / associate Contacts with Products: I added Products to my Tabs, and created a Test Product. I can’t find any way however to associate a Contact with this? It shows me a section in the Product called “Contacts” and there’s an option “New”, but I want to associate existing Contacts with this. How do I do this? Also, some of our customers book multiple Tours (“Products”). Can a contact be associated with more than one Product?
Monthly/Quarterly/Yearly Reporting
The obvious lacking feature with ZohoCRM is the ability to make financial projections based on close dates. All that would be required is the ability to group dates. (this is actually a really simple SQL query modification, see 'DATEPART') After reviewing the forums (http://help.zoho.com/portal/en/community/topic/grouping-by-month-then-quarter-then-year) it appears that this functionality was promised in 2007, then in 2008, then in 2009. Now 2010 is almost over and I do not see this functionality
Macro only in Contacts - what about other tabs?
Would love to see the "Run a Macro" option for other fields, other than Contacts. Most specifically, under Quotes and Invoices, since the majority of our functions are derived from these tabs.
Calls per day
How I can build a number calls per day board?
Rights for a team of tele-prospecting
I have a team of tele-prospecting works on the leads and contacts managed by the management agency. The team of tele-prospecting accounts for all sellers in agency Activities captured by the tele-prospectors are not visible by the agency principals. How to organize the rights to allow this visibility? Thank you for your track. Annuler les modifications
Criterion change
Hi, Can I change the revenue column in Potential and Account page to some criterion and generate report based on that. thanks
Alarms in CRM Mobile
Is there any way to create a timed reminder or alarm or popup notification for a task or event in the iPhone app version of the CRM? It seems like a pretty basic and elementary function to create some kind of reminder of an event at a specific time, but the only option for receiving any kind of notification for an event created from the iphone app seems to be an on/off switch for an email notification, and it seems the email is generated approximately at the time the event is created. If it's something
Is There Another Way To Login Zoho CRM
To get into the CRM I find that I have to login at the zoho.com page and then click the crm button and then wait while the software redirects me. Is there a login page directly into the crm application?
Display Company on Iphone
Is there any possibility to diplay the Leads by Company. I need to search by company and not by people
hyperlinks in text fields / text areas
Instead of plain text I also want to add hyperlinks to webpages, just any kind of URL, for example in lead notes I can do so but the hyperlink text is not decorated at all, now underline, now specific coloring, nothing. I have to manually recognize the string as a hyperlink, explicitly select the entire string, right-click and then chosse "go to ..." (this URL). That's pretty clumsy. Is there no easier way of inserting true hyperlinks, like in (m)any other applications?
Email template sender
Hi there, I am using the Mail add-in and Email templates to send an email to a contact via the "Send email" link in the contact page. There are users "service" and "joe". I am logged in as "service" (cannot log in as "joe") but want the email being sent from user "joe". I have also specified in the email template that it should send it out from user "joe". The email gets send out fine but the sender the email recipient sees "joe@mydomain.com". I want it to show "Joe Doe <joe@mydomain>" instead. The
Re-ordering user created views in menu
Is it possible to change the order in which user created views appear in the dropdown / picklist at the top of a tab in zoho crm? I have set up some custom views for the leads tab but want to change the order in which they appear and can't figure out how to do that
Help- Information missing from closed tasks
Would someone please help me. I am in putting data into my leads and have noticed i have original data missing from previous phone calls. What has happened and how can i get this back?
Merging Lead Data into Newly Created Lead Field
I currently have too many options for my "industry" field under my Leads, and want to condense it down. I want to be able to merge my previous industry options into my new industry options, so that I do not have to manually update all of the industries for every single lead. I've been told this is possible but cannot figure out how.
When logging a call in activities is there a way to link multiple contacts?
The title says it all... I would like to be able to list multiple contacts under a call because I frequently do group calls.
email template sender name
i created an email template for web-to-case Form email notification. i selected a particular user's email address in From field. it works well. then, i want to set name for sender email address, something like "Steve Jobs" for sj@abc.com, but do not know how to do it. is there any solution?
Learning how to use Zoho
I have been using Zoho for about 5 months now. The challenge I have is that I don't think I using it to its full capabilities. Is there one place I can go that will teach me how to use the product and it features. Most of the videos that I have found tend to be more salezy tell me what it can do but not how to do it. I feel that I'm wasting a lot of time searching on how to do things. Plus it could be doing a lot more for me but "I don't know what I don't know". Any Suggestions?
Is anyone working with multiple organizations?
I own an LLC that has two different DBA's associated with it. There is some crossover between clients from Company A to Company B, and vice versa. I am curious if anyone else is in this situation. If so, do you have two separate Zoho accounts or is there away to keep it all in one database? Thanks! Trish
Importing Contacts; is an Account created automatically or do I need to create the Account first?
I'd like to import all the our Contacts, some of which are associated with an Account. Do I need to establish the Accounts first, and will Zoho somehow match those Accounts with the Contacts, or will Zoho create an Account if I state an account name while importing? On a similar note, what's the difference between importing as; Import My Contacts Import My Organization Contacts I'm assuming that I should import all my Contacts as 'my organization contacts' (even those that don't have an account)
I can't upgrade from demo to professionnel Plan
Hello, That I can not connect to my company's CRM, despite repeated invitations from my colleague administrator ... I remain indefinitely on the demo? Can you help please? Thank you for your feedback. cordially Alexander
LEADS MODULE: Handling Leads with Chains
How do you input leads that are part of Chains so that you can group them under the overall Chain? It's easy to do under ACCOUNTS, but what about LEADS? For example: I have leads for 15 convenience stores in a state and it turns out that 6 are owned by the same parent company. I want to enter all the leads so I can track activities with each location as well as the home office. Ideally, this would create ACCOUNT - SUBACCOUNTS when the lead moves from LEADS to ACCOUNTS so we don't have to reconnect
Mails from removed users from Zoho still available in Zoho CRM?
Before I remove a user within Zoho Mail I want to know if the emails are still visible in Zoho CRM? Has someone experience with this?
CRM w/ Google Apps Integration
We've integrated our google apps business account with the CRM so that when I send emails through the CRM it comes from my work email. After sending the email it shows under a contact's profile in the Email section as "sent". However, how do I document a received email? It looks like it doesn't automatically populate in the same section area as "received". Also, I don't see a way to manually add an email. Am I missing something? TIA!
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