When Importing Leads/Accounts/Contacts/Potentials how do I....
What fields are used as unique ID for CRM records? For example I have an Excel spreadsheet with this information/fields: Company First Last Email LeadStatus Phone Notes/Comments Temperature Sales$$ #Emp Website Should this information first be imported into Leads? Or should the Excel data be broken up with matching unique ID and imported separately into Leads, Accounts, Contacts separately using the unique ID to relate the records? What does ZOHO CRM use to unique ID key.
View Leads
As a manager, can I view all leads entered by the Administrator?
Change Passwords After Employees Leave
I have administrator profile status in the CRM. An employee just left and I need to change their Password without deleting the profile and recreating it. How do I do this???? I do not know the current password because it was changed to a personal one by another admin who doesnt remember what it was.
Importing Leads from Excel
I can't import any leads from an excel file. Please help urgently. Thank you for your support. Best Regards, Josef Krieger
Multiselect Fields
Is there an option for multiselect fields to use checkboxes. This is much easier to understand and view than holding down the control key to select several items. Herb Wexler
Contact form working in local, but not online
Hi, I have a contact form posting datas to https://support.zoho.com/support/WebToCase (action="..") Everything works fine with it, even from my server. My contacts are saved. But, I have another form posting datas to https://crm.zoho.com/crm/WebToLeadForm. In that case, contacts are saved if posted from my computer, in local. But if I put the form on my (same) server, nothing happens ... Maybe Zoho server refuses posted datas from my server's IP ? Why in one case and not another ? And why the destinations
Send mail in CRM
How can i simply send email to all my clients in the CRM system of ZoHo
HELP in the New Version
I very much like the cleaner, more modern feel of the New Version. BUT, why can't I get direct to HELP without reverting first to the old version??
Information Lost between lead and becoming a potential/client
After I upload a lead, our sales rep goes in and sends emails and puts in notes for the lead. Once they designate that lead as a "potential" and an account is created, we lose the "notes" and "emails sent" information that the rep had put in. I've tried the mapping, but cannot seem to find where to make sure all of the lead information gets transferred to their potential and account information entirely.
Next release
Can we know what is on the anvil for next release and when the same is expected? We are actually very eager to know what's coming up and how many of our request are being considered...
Event Notification
In sending an event notification to one of my colleagues, is there an opportunity for them to "accept" this invitation where that response is sent to me (the sender of the event notification)? thank you in advance for your cooperation. Thank you in advance for your assistance.
Sticky Notes for Contacts etc.
Hi there! I tried searching but didn't find a thread on this. Could you make sticky notes? I have worked with other database programs which allow you to create a floating note which can be pasted anywhere within a given pain of the online CRM. This allows you to make important notes easily visible to other users if they access your contact - like preferences of address (Mr. Smith vs. John). This would be tremendously helpful to our organization. Thanks! --Lisa
Pick List Dependency not correcting when changed
Hi there! I have created several Pick List Dependencies, and I find them wonderfully useful. However, I am running into a bit of a snag: I need to create a custom field dependency in which several values in the parent field generate no response in the child field. Good, that's working. Now, all other values in the parent field need to select the one field value I entered. This is not working. The child field does not change no mater what I select in the parent field. I have examined my other dependencies
Please add ability to add at least 1 image to the item in inventory
Please add ability to add at least 1 image to the item in inventory
Contact fields wrong
I am just trialing this at the moment ,but some of the Create Contact fields are wrong.The Title it called FIRST NAME and I think TITLE might be called FIRST ?
Help With Various Lead Stages / Converting
Hi, My company recently starting using Zoho and I have been put in charge of the customization process. We have a very well defined sales process and I need to customize the tabs and lead conversion process to match that sales process. Tonight, I began with the steps of renaming some of the tabs, customizing the fields on each of those tabs, and attempting to match fields with the initial "leads" tab. Now I have run into a HUGE frustration. The tabs I created to go with our sales process look
haven't sent emails stored in zoho crm
I am a new user. To send an email I have clicked on contacts email address and that opens up outlook and then I compose and send email. How do I make this email also get stored in contact record under emails? Thanks for any suggestions!
Why is my Information Lost between lead and becoming a potential/client?
After I upload a lead, our sales rep goes in and sends emails and puts in notes for the lead. Once they designate that lead as a "potential" and an account is created, we lose the "notes" and "emails sent" information that the rep had put in. I've tried the mapping, but cannot seem to find where to make sure all of the lead information gets transferred to their potential and account information entirely.
Notes by date time and author
Currently, I can only see the most recent note in the Potentials module. Is there a way to see multiple notes entries in the body entries into the body of the Prospect Module?
Allow us to manage and schedule in-office assets like meeting rooms.
Allow people to schedule and check on availability of in-office assets like meeting rooms, key resources, etc.
Email button does not work
I am trying to send emails, but most times, the email button does not work. I am using the Free version, but I have sent 3-4 emails before. Can anyone tell me why it is not working now?
Change Username field?
Is there any way to change the username field? It seems you can edit everything else but that.
Free Zoho CRM & admin
Hi - I would like to try out Zoho CRM...the free version. There are 3 of us who need to collaborate on a project. Is there a way that I can restrict 1 user to a part of our "leads"? Or can I create more that one leads list? I think one way around this is to create an "account" for 1 user and in there you can add contacts. But if the contacts in that account are the same people in the "leads" will the information merge or be kept separate? Thanks! Michele
exporting contacts
Is there a way I can export my contacts and have my notes exported as well? I am trying to back up my data, but want my notes backed up as well. Thanks!
Mass mailing for Vendor and Mass-mail for selected records (Without template)
- Mass mailing for vendors can be a very useful tool for sending purchase inquiries as well as sending common messages to all/selected vendors. - Similarly, a tool through which mass-mail can be sent to selected records without template (i.e. drafting the mail) also can very helpful.
Feature Query: Prevent display of a module's fields based on user type
Hello, I'm building a CRM abomination that needs to represent more than one person's confirmation that a lead can be turned into an account. To enforce independence, I need to prevent certain user groups (e.g. standard) from being able to view or edit a field in the leads module, but the privileged users ( administrators) to be able to see and edit it. is this possible?
Lead alerts being received late
Please see the attached picture. The alert for 12th received today. kindly advise on the same...
field in accounts is there but does not show up
Hi, I want to create a field in accounts, when I save it it wont let me save it because it says it's already there. I can see it on the field list (settings) but not on the Account Details Page.
Export in Excel Format
Hi, I can only export my account in CVS comma separated format. Since I have "comma" in my data , it would be better I could export in Excel format or tab separated. Regards
Changing format & Adding more information to printing label (Envelops)
Dear Sir, Is it possible --> Changing format & Adding more information to printing label (Envelops)? Regards, Deven Shah
Mass mail to list of emails
Dear Zoho CRM Team, We have a list of emails of our potential customers and would like to send them our quotes, but we don't want to create leads/potentials for each of them. Is it possible somehow to send our quotes to them using some functionality of Zoho CRM? Just a plain email, but to hundreds of recipients? Is it's not possible then question is how to do that for our already registered customers? I see Campaigns menu in CRM, but can't find there any way to send mail with attachments, for example.
Can you link Subsidiaries to the Parent Corporation?
I work with thousands of companies that all link to various parent corporations. Does ZOHO have a way to link companies to the parent corporation record? I have looked around and can't find it. I might implement a work around. Michael Kokernak
batchprocessing update
We need to update a few fields periodically. Is there any way I can do another import that will just update certain fields, not completely overwrite existing records? Patrick
I am so confused with all this, please help
I am a small business user in the UK. First of all I just want a simple list of my contacts, not just my customers but my professional contacts, suppliers etc, that I can use to log calls, track emails etc. I am not really that bothered about leads and potentials although I can see how they could come in in the future. I dont understand the accounts customers leads thing. If I add custom fields to leads such as town, village, building name to make it uk based, and click the change in accounts and
Accounts/Companies with Products they make ??
I have Accounts/Companies. I need to add "products" to the account/company who is making/trading products, like Vegetable Company & Co Broadway 100 New York NY 12345 with (sub) form of the products like Tomatoes,Ananas,Apples,etc if possible from the already present Tab/Products Can that be done,how ?, would be great for me and tentousand others !!! William
web-to-lead and special characters
Hi, In my web-to-lead forms, when a user enters text into a text field any special characters such as an apostrophe, the content after that special character is not passed into the Zoho database. Any reason/ solution for this? Thanks, Dustin
When editing a potential's stage, modifications to stages are not reflected. (New Edition)
In the "New Edition" of Zoho CRM. When I go to edit a Potential's stage, I click edit, which reveals the drop-down of stage options. However, there are two problems: 1. Stages I have created beyond the defaults appear in the drop-down as blank. 2. Stages whose names I have modified appear with their default values. (See first screenshot.) Exception: the current stage is reflected correctly. This problem does not appear when editing Potentials in the "Old Version" (See second attached screenshot.)
Sending form data to CRM and email from SUBMIT
When a user clicks submit I would like to use the web-to lead function of Zoho CRM but also have the form info sent to a specified email. How can I tell a form to do both? The reason for this is because the Web-to-Lead form only collects limited information but I need more information from my leads. This way I could have the lead go to my CRM and look in my inbox for the additional info.
zoho form
on form submit how to send data from the website in to zoho application..?? Thanks
Zoho Crm and Zoho & Zoho Creator
I want to build a Commercial Real Estate CRM and can use Zoho CRM but need to add Real Estate Specific Fields Tabs , Forms and Views. Can I do this using Zoho Crm or will I need to use creator to do this?
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