Zoho CRM mail
Hi, I have to send an email to several prospects at the same time. The issue is that my "targets" will know that this is campaign because of the "via zohocrm.com" in the message header. How to solve this issue? Regards
Sorting contacts
hi guys, I have just loaded in my database. How do i sort them based on region or action that I have taken? I am calling and bulk emailing them about 100 at a time and want to be able to easily identify which ones have received the email etc? Seems I can only sort alphabetically etc. any help much apprecitated. Simon
Multi language export
When I export my leads to excel, I lose all the multi-language characters (French and German for me). Is this a bug or does something need to be set?
How to sinhronize multiply Zoho mail account with Zoho CRM contact activities?
There ir the problem, that to CRM coming down only emails, which where sent from main registered account. So, if you have multiply Zoho mail account, your sent/receive mails do not appearing in Zoho contacts, which you received mail from. Is any idea how to solve this problem?
How do I personalize the dashboard for a logged-in user?
We have a number of sales people who log into our Zoho system, and i want said logged in user, after logging in, to be able to see leads, activities, etc...that are only relevant to that account. I'm not quite sure to do this - any advice is appreciated.
transffering a business card to Zoho
Is there a program like card munch that I can transfer business cards to Zoho? Also transferring my contacts to Zoho? This instead of hand typing the information. Any suggestion welcome. I am a brand new Zoho user :) Thank you!!
Row Numbers in Quote Templates
Hello , How can i add the row numbering into the Quotes Template ? The Row Numbering appears in the Quotes (Filed Name : S.Nos.) but i cannot find it in the List of fileds taht you can add in a quotes template. Another questions pls. How can i add one column in the table of products list ? I thank you in advance. MikeS
Web-to-lead forms doesn't work when embedded
I was able to create a web-to-lead form which works fine when I paste its code into a separate file (attached). But when I embed the code into our public web site page, it does not work. Please advise. Thanks! Note: the attached file is actually an html file but could not be attached as such. Rename it from txt to html for testing.
zohoWebToLead in wordpress with mandatory fields
I've created a zohoWebToLead form and added it to a page in Wordpress. The form is set to to have mandatory fields - but the mandatory fields don't work with Wordpress. However, the form does work when it is not in Wordpress. Can anyone help me get it to work within Wordpress WITH mandatory fields. You can see the form at: - http://the80percentcompany.com/wp/?page_id=37 Peter
Integrating Zoho CRM API with HubSpot Leads API
I was looking at these pages and trying to find someone with a proven track record of integrating these 2 systems together. https://zohocrmapi.wiki.zoho.com/ http://docs.hubapi.com/wiki/Leads_API Any ideas?
Lead work flow
How can I use workflow to distribute lead to lead owner. What it i I have 50 to 200 lead owners how many lead flow rules do I need (I hope only 1) Anyone using Zoho in this capacity - as a lead distribution tools for an online lead generation website.
Conditional Workflow rules
My wife does personal sales / direct selling of products to people. When she gets a lead, we like the automated workflow that allows us to autmatically set up calls for the next day, three days later, five days later and a month later...this part appears to work well for us. However, what about the ability to "automatically" delete the "Leads" automated tasks when the lead is changed into an Account? For example, the initial follow up calls will no longer need to be done once a sale is made. It
Setting email reminders for tasks
If I check the box asking if i want an email reminder for a task I have set, once I have saved the new task i get emailed straight away, which is pointless. Haw can I set the email reminder to a future date and / or time?
seperate lead lists?
Hi There, Celtic Harmony is a non for profit providing education and events for schools and families at Celtic Harmony Camp, the Iron Age Settlement. I have created a lead list for schools but need to create a different leads list for families that visit. Can anyone explain how I do this please? Any help gratefully received Carlene
Newbie CRM questions
Hi I 'm Mark and I'm the guinepig for a sales force of 100 financial advisors. I've signed up for the free trail for three users which I hope to use for myself, my appontment maker and my secretary. Can all three of uss access, add and edit the same database from three different PC's or iPads/iPhones at the same time? Will I need extra user names and passwords? TIA Mark
Problem inviting a colleague
I have set up my free version of Zoho CRM and have also set up, activated and invited a colleague. Although the system tells me that an invitation has been sent to my colleague they never land with him. I have tried this on a number of occassions but as yet no luck. What other way might I provide my colleague with a username and password to enable him to login to my system? Thanks for your help Steve
Need Better Criteria Options
Certain options such as Last 30 Days, Last Week, Last Month, etc. are available only in the standard criteria filter. Since these are not available for some odd reason in the advanced filter, how do you get a second standard filter? It seems that you cannot stack standard filters, you may only stack up advanced filters. This seems obvious, the advanced filter has none of the many date options available in the standard filter. Why not make both available? The reporting module needs more flexibility
24 Hours format
When will 24 hours format be possible to select, we are missing it very much?
Display of sales data for account
We need to display (on the account detail page in CRM) the monthly sales figures for an account. Sales figures will be imported and linked to a customer identifier. The sales figures will be summary level -- not detailed transactions. Ideally, this is what we'd see for each customer. Any way to do this?
Problem with events saved into Google....different event times show up
I am just starting with zoho. Creating meetings and saving them into Google seems great and straight forward, except the meetings are showing up in Google calendar 4 hours early!!... I have double checked my time zone settings in zoho, and they are correct for gmt -5 Detroit area....Any help??/
Splitting the CRM for two seperate business
Hi We have two business operating under ZOHO is there a cleaner way to seperate Zoho in two, to seperate the clients for the two different businesses? Rather than just assign a different lead source/account source
zoho for customer service and dispatching techs
We are a small business of approximate 10 full time employees plus a few vendors we sub work out to. We have a sales dept, install dept, customer svc dept, procurement, engineering, etc. I'm looking for a reasonably priced CRM application that will not only track customer contacts and sales and proposals but will also work well for customer service, allowing them to track customer issues and schedule techs to be dispatched to the customer. The techs would for the most part primarily work off a
Manufacturing control (Item level in Sales Orders)
We use Accounts, Quotes, Sales Orders and Invoices to control a manufacturing order-basis business. When a Sales Order is "Approved", the Manufacturing department starts to produce it. When Sales Order is "Delivered", we convert it to Invoice. We need to control the number of Items in the Sales Orders that are already Manufactured. So, the right way to this is create a Custom Field in the Product Details section of the Sales Orders indicating "Status of the Item" (Pending, Manufactured, etc.) but
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead? Currently we have to login and check manually The user is verfied but nothing comes throught at all. please tell me you can notifiy the user? There must be a setting somewhere, no menu called Notifications anywhere in view. This is the free edition perhaps thats the issue?
Standard Report Filters
I need to create a report which uses more than one standard filter. Adding filters only adds advanced filters which do not have the wide choice of date options (such as Last 30 Days), only specific calendar dates. How can I chain more than one standard filter together?
Industry pick lists
I created a custom pick list for the "Industry" field in the setup area but it does not appear when I select edit the "Industry" field on an account. What am I doing wrong?
Converting leads to contact/accounts
I would like to convert leads to contacts only. Once the contact signup, I would then convert them to an account. Currently I only have the option to convert a lead to both contact and account at the same time. I am new to the software....what am i missing?
Latest in Zoho CRM: Links, Custom Apps
Building your own Links is the latest new feature in Zoho CRM. Using this feature, you can create some very useful links that would save you some extra clicks and fetch the required data. Where do I find it? You will find the Links feature under Setup > Customization. Find out more here. Apart from this, an important change is in the Zoho Creator Integration. This feature is now renamed as Custom Apps (powered by Zoho Creator). The feature is the same except for its name. Enterprise Edition users
Zoho CRM vs Nutshell CRM
I was curious to know if anyone has used Nutshell CRM and what they think of it compared to Zoho CRM? The three things that stood out most to me about Nutshell while briefly researching them is that 1) When creating a new lead in Nutshell CRM, Nutshell automatically searches and finds if that lead / company has been entered before so you do not have a duplicate record. 2) Allows you to de-dup very quickly and easily where as in Zoho, you need to be an Enterprise user, but i have read that it still doesn't work
Direct URL to Lead/user
IS there a way to copy the URL which directly points to a lead or a user so that I can quickly reference it later? When I currently do this, it seems to take me to the Pulse page, which is undesirable.
Zoho free account- the server is not responding
I have a free account on Zoho CRM. Right now is useless, not responding, not loading pages. I wonder if this will happen with paid editions?
Email + time-based actions
Hey guys! I'm new to Zoho / CRM and I've been working with it (specifically, Zoho CRM Enterprise) for a couple days so far. I've combed the forum / FAQ for clues on the following question, but for some reason I'm just not "getting it." In short, I'm trying to figure out how to get the application to send an email X days after the date value I've entered in a custom field. I've created the field (in "contacts," in this case), entered the date value (3/1/2011 in this case), set up a 'time-based
Adding "Products" not available in Free Ediition ?
Not sure whether it has been raised before ..... Looks like "Working with Products" is not part of Free edition. https://zohocrm.wiki.zoho.com/Working-with-Products.html Any chance of including it in the free edition ? Thanks and regards, Sivakumar
Getting Around the mass email limitation of 250 per day
I have a list of 364 names in Zoho and want to send a Mass Email to all of them. When I used an Mass email with a template, ZOHO responded that they sent 250 emails only. What method can I use to separate my email lists into chunks of 250, so that I can be sure that I emailed everyone on the list. I tried creating views that would do the first letters of their last name, but I was not able to create a view of last names that are greater than "A" and less than "F". This was the only method I could
status column in views
I have created a view within activities that uses status within the view. However when you look at the view the status column remains blank and dosent show me the status of the task. any help would be appreciated
Links in contacts and accounts
I'm new at this - perhaps this is a rookie move... I just saw the links option in the setup/customization page. I have just set it so that I have a link on every contact page to see a list of my emails to this contact from my Gmail account. I first searched in gmail for an email address. I copied the URL that resulted. Pasted the URL it into a new link setup using the field "email" from my Zoho CRM. Now anytime I am looking at a contact I can instantly see all the emails from that person. A huge
Mapping Multiple Dependencies
What I am trying to do is somehow have a field that calculates the product price based on some criteria that the user enters in our web-to-leads form. Let me explain exactly what I am trying to do: our company sells flash drives based on quantity and capacity. So what I mean is that We sell flash drives in quantities of 25-50,51-100,101-250,etc.... and capacities are along the lines of 64 mg, 128 mb, 256 mb, etc.... the prices are like for a 64 mb capacity with quantity of 25-50 around $10 or
need help
i need someone who knows how to use zoho. I love this site but do have a clue or the time to do this
Sheet view not working in new version.
Sigh. This was such a good product, I don't know why you guys felt the need to change it. Will you sell the old iteration to somebody? I now can't edit using spreadsheet view. Is that something I have to pay for now? Thanks, Cole
Convert Lead Information
Dear Zoho support/Zoho community, I have created a custom pick list field called "Potential Contact Person" under the Potential Module. I have also made this field mandatory. Now the challenge is that while I have made this field as mandatory within add new potential, since it does not exist within the "Convert Lead Information" in the Leads module, there are some converted leads that do not get the custom filed I created. So the question is - Is it possible to display additional field in the <Convert
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