How do you "close" Potentials so that they become Customers?
I am an insurance agent and looking for a way to use ZohoCRM to help track leads and customers (B2C). Unfortunately, I don't see a way to setup a "Customer" tab, and I also don't see a way to convert a "Potential" into a Client or Customer (Account)?
Email Notes
I think it would be great if we had the ability to email notes in cases (or other modules), so that we can forward them to Clients. Maybe this could be integrated with the Outlook Add-In? I use outlook for email and it would great if we could include the notes, maybe in a box, that could be included in an email to clients.
Post-Sales Implementation Project
When we finalize a sale of our software services, we create a sales order. We then have a standardized set list of activities that are assigned to a team of four for various duties that have to be done in a certain order. We would like to have an automatic or semi-automatic process that would go from the Sales Order to a Project with set tasks pre-assigned to the four team members. Is there a mechanism in ZoHo that will let us do this or is there a way to program our needs ourselves? Thanks for your
Is there a report to track calls per shift or per hour?
I am trying to create a report that will track how many calls are being made per user per shift. I was thinking about creating a record or field where I could input the hours worked per person per day. This entry would then reflect on a report. Does anyone have a clue on how this might be accomplished? Or a work-around? Is there a report that could sum calls and also show another field? Is there a report that could also do the basic math (calls made/hours worked)?
Search for contacts that had been emailed to
Hi there, Can anyone explain to me how I can create a report or search for allCcontacts which have an email attached to them. Please note, not an email address but I am looking to search for all Contacts which I had emailed within a certain period. (The emails had been attached using the outlook plugin). Many thanks, Klaas
Export/import part of datas between 2 Zoho CRM systems
Hello We have sold a part of our company and would like to export some of our CRM database to the new owner also using Zoho CRM. We can sort our contacts by several sources and can easily move the contacts between the 2 Zoho system. But how to we we move the tasks belonging to some of the contacts as well? Look forward to read you. Best regards, Bjarne
Modify phone calls Date and hours filled manually
Hi, Please make it possible to modify/correct phone calls date and hours ? Make it possible at least when date/hours have been filled manually. Thanks,
Bug - No search box
The all-important search box has disappeared in Zoho CRM. I am currently using Chrome OS - Version 19. (I typically use Mac, Windows, and Chrome on a daily basis and have not had this problem before in my recollection). Please fix
How can Sales Stages values be included in a Potentials export?
Hi, In Zoho CRM, when I do an export of all records in Potentials, the Sales Stage field is not exported. (Sales Stage is a value from a pick list). Can the Sales Stage field be exported, and if so, how would one do that? Thank you! Robert
Import more than 1500 Contacts
I want to Import more than 1500 Contacts. I have Professional Upgrade, have had for 5 years, but when I tried to upload around 3000 contacts, it says I can only do 1500. What am I doing wrong? Any ideas out there? Cheers :)
3rd user cannot access the crm information
I have added the 3rd user in our organzation, invited and confirmed this user is part of the organzation, but cannot access (see) and information at all eg. lead, account...... thank you
Problem with saturday and sunday in personalized view
Hi, I have a clients personalized view where I can check the clients' packages that are arriving today (this info is taken from the day that they send me a package. All the packages are delivered the day after) I have a problem on mondays, because the view take the info of the pacakges that were sent on sunday. But there is no activity in saturdays or sundays. How can I do to make the friday packages appears to be delivered on monday. It should be fine to configure the holidays. Thanks!
How to make more than one info appear as one text box?
I'm new and when I set up CONTACTS, I noticed that First Name and Last Name was displayed as one under a a filed named Contact Name in the Business card view. I want to do the same with Mailing Address. I want to input Street, City, and Zip Code then in the Business Card View, it should just appear as Mailing Address with all the info there (Street, City, Zip)
Reports for Sales Managers
What's the best reports to use as a sales manager to gauge performance of the sales team? Specifically, I'd like to see # of leads received, # of leads converted, etc on a monthly basis - quickly and easily.
Managing users
I am the administrator of our account, but cannot seem to do the following with users: Change user profiles Delete users Deactivate users What am I doing wrong? It is key that I can control this aspect of the account. thanks
Import tasks and activities ....PLEASE HELP
We are trying to import tasks using Data Administration Tools and have them assigned to the correct user. The problem here is that according to your help it says we must make sure the task is assigned to a user with the correct Zoho CRM ID and we are doing this correctly on our import file but the tasks all get assigned to me and no one else, this rule does not seem to be working. The only issue I can think of here is that our Zoho CRM ID's are email addresses as they are unique and maybe your system
Case Notes: It would be helpul to track dates of most recent Notes in the Case View
I would like to be able to track the last time we input a note for case, but I do not believe there is a way to do this. We can track the date fields in the module, but cannot view the note dates, or last note date. Is there a way to do this, or can this be added. It is needed to manage the follow up of our cases.
What's the best way to do this - Business cards and duplicate contacts
We go to several conferences a year and will typically collect 100+ business cards at each event. Many of the people will be contacts that are already in the system, while others will be brand new. We have a business card scanner that works well. When scanning the cards I can batch add notes and categories, so I typically will add a generic note like "met at such and such conference January 2011". The contacts are then synced to Outlook and imported into Zoho. This works great for new contacts,
Event Duration Display in Calendar Single Day View
Feature Request: Can you please change the single day calendar view to show the duration of an event, rather than just showing it at its start date? If an event lasts 4 hours it should show that event as blocked out across those 4 hours on the calendar like it does on every other calendar program I've ever seen. It is very difficult to use the Zoho CRM calendar view when it makes even full day appointments appear as if they only last 0.5 hours. Anyone else agree?
Zoho CRM Android App Customisation
Hi I've customised our Contacts and Leads pages on browser version of Zoho CRM. But when I goto the Android App the page & field layout doesn't reflect the customisations. Please can you advise. Thanks Gene
Zoho CRM integration - looking for a consultant
Hi I am integrating Zoho CRM, Books, Projects and Reports. I have done a lot of the work, but it is just taking too long. I am looking for someone who has done these integrations before to help me via Skype. I mainly need some questions answered and some reassurance that I actually do understand how the tools work, and that I have set them up in the correct manner. I am willing to pay an hourly rate for this service. First hour paid for in advance, via PayPal. We can then discuss future support hours
emails do NOT work correctly
I have emails going into my clients junk mail, emails not being received at all by clients, emails not coming in to my mailbox, and emails taking a long time to show up in the mailbox. I also changed the password for my email address and when we updated it in zoho there was an error and it kept saying password incorrect (yes we put in the correct password). Would appreciate some enlightenment on why this is all happening as I am beginning to grow tired of the issues with this system.
Convert Lead to Account & Contact
When I'm prospecting, I'll reach out to 3 to 6 people in a company at once. When I get interest, I want to move all of them from leads to contacts. Is there a way to do this all at once, i.e. as a mass update? Thanks
Zoho CRM activities need to reference account information
Hi everyone, I am trying to create a field in tasks that references another customized field that I have created for my account information. For example, my accounts now have profiles from A to E, A being the best client profile and largest potential. I would like to reference this profile that I have created under my accounts in the activities that I create so I know what type of client I am calling on. Is it possible to do this? Thanks for your help, Michael
Thanks
Hi everybody, your software is very good. I can create my customer's folder whith Zoho CRM and I realize what this really very easy to use this CRM. Thanks. Samuel Dangoumau www.arpinum.fr
Not Sure I'm Using Potential Correctly
Hello. I am trying out Zoho as a more of a business tracker than a CRM, so I'm not surprised that I have to fiddle with things a bit more. I have recently started as a mystery shopper and would like to track the companies that offer mystery shops, their clients (at whose stores I mystery shop), and the income from said shops. I have renamed "Accounts" to "Companies," "Potentials" to "Clients," and "Activities" to "Shops." There will certainly be several Clients for each company, and there will
footer template crm
Hello, How can I create a footer in CRM in my template ? Many thanks. BR
Email
Hi does anybody know if there is a way to record who you have sent emails to maybe a report of some kind?
Customer Portal
A way to let Contacts log in to download Invoices or other files attached to their account. I think this a major development issue, tough I'm sure you considered this feature before my suggestion... Can you guys approximate when such features will be available in Zoho CRM? Thanx
Email Subject of Web 2 Lead INTERNAL Notification
We have about 7 different web forms we use on our site, all of which pass prospective customer data, marketing info, Analytics info etc back to Zoho CRM. We of course get the "Web to Lead Notification Alert" when these events occur. I was curious if there was a way to append the NAME of the Lead Form to the email notification to the lead owner? Is there a way to use templates for this that I'm missing? Thanks!
New Task with city and adsresse
Is there a way to see the Contact city, addresse and zip code on the task or event page? We see the name, phone number and email but not the addresse.
account
Hi everybody, if in my company we use 3 free accounts of Zoho CRM, and I want buy 2 accounts (12$), I'll can use this 3 free accounts with the 2 news accounts? Best regards Samuel Dangoumau www.arpinum.fr
How do I link contact data with Account data?
When I did my initial import from Outlook, I am able to get all the feilds into contacts, but I would like them to mostly be in the Account section. In fact, I may almost always only use the account tab. How do I get the data, like phone number, contact name, address to move to the account rather than the contact file? Thanks,
Share a Contact with several users. HOW?
Hello All, I have a crm account with 3 users in total. User 1 - ME User 2 User 3 I have uploaded several contacts from our previous crm setup. I have imported them fine but i would like to share them with user 2 and user 3. At current when they log in the contacts i have added do not appear in there contact list. Is this possible?
Client database
Hi. I have database of 200+ future clients. My work is to call / e-mail them to arrange meetings. Then they move to active client status. That is the whole project from my side. I don't see clients using my app (whatever it would be). Can you direct me how to start with that. 1. enter clients data. all contacts i have 2. create tasks (e-mail/call) from there I can get on bymyself.
Question about Zoho deleting our leads during a conversion to contact
Hey there everyone, We've been having a problem for the last few days, (occasionally, it doesn't happen every time) when our workers are attempting to convert a lead to a contact, they click the convert button and the screen blanks out (we let it sit blank for 2-3 mins). When they try and move from the screen and get back into Zoho, not only is there no contact, but it completely deletes the lead too. This has happened twice in the last two days with some fairly high-profile leads. We are wondering
How do I set a CRM Event as private
Any thoughts? Thanks Nolan
Allow related module fields to be used in Forrmulae fields
If Account is related to Contact and Potential, it would be very useful to allow a formula field in Potentials or Contacts to use fields in Accounts in the calculation of a formula. This would allow any field in Accounts to be mapped to Contacts or Potentials.
Zoho CRM and B2C
Hello, I am brand new to Zoho CRM and I am trying to figure out how to set up the tabs. I work at at travel agency and lets say I get an email from someone who saw an add somewhere and is interested in what we have to offer. I add the info to Leads, after email correspondence they say that they want a proposal, I then add the person to potentials - when I do this I have to add the info to both contact and potential. The problem is that I want to be able to destinguish in "contacts" who is already
Query Data on a Custom Field
I created a custom field and now I need to query on that data and pull all the records that match the values in that data field. How do I do that?
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