How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials
Auto Save
Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John
Bold field name as an option when creating a layout - create greater visual contrast between field name and field data
I would like the ability to bold the text of a field in the layout. It would be helpful to make a bigger visual distinction between the field name and the data in the field. As of now, the only distinction between the field name and the field date is
Combining CRM Regular Fields & Subform Fields for Report (IN ROWS)
I am trying to combine data collected in CRM from regular fields, and subform fields, and have them listed in rows. Creating a report from scratch, and adding the subform as a related list, I get the following results: As you can appreciate from the screenshots,
Automatic pop up of leads for cold calls?
Hi all, we have a lot of cold calls to do every day. Is there a function within Zoho that lead contacts automatically pop up? Thx & Greetings, Gabriel
Get notified by Zia on different mediums
Dear All, Greetings! We have a quick update about Zia notifications. Let's go! Zia instantly notifies you of the alerts, anomalies, and updates observed in CRM. It grabs your attention and lets you prioritize your work items. Thus far, these updates are
See scores for each deal in deals module
I set up a scoring rule for my deals in CRM, which works great. Typically we use the kanban view for our deals and I was hoping I would be able to view the score on the cards in each category. Is this possible?
Assign Task to Multiple Member Users
Hello, A key element for the success of ZOHO with our business is the ability to assign a single task to multiple users (or a group). Is this possible in the current system? We do not want to create the same task multiple times, rather have one task
Custom Field and Tab names in other languages
If I add a custom Field, or I rename a Tab (for example, Potentials to Opportunities), and I have users in other languages in my Zoho CRM, they see the custom name as I entered it (no surprise). Is there a translation table that I can use to do a manual
Automatically Create Accounts and Contacts when a new Lead is added
I see Leads, Accounts and Contacts as being a lot of redundant data. In fact I would probably only use either just Leads and Accounts or just Contacts and Accounts if not for the fact that several other features I want to use are dependent on all three.
Deals Total Score Field
Hello, I have set up deals scoring rule. The rule works ok, each deal has a positive and negative score. I am not able however to put "total score" field in the Deals List View, so I can sort deals by score. I can open each deal and see the score, but
Last Activity time is not update!
I have send email to a customer but Last activity time is not updated but timeline field work fine. IN front of contacts the last activity time is not updated.
Why does Zoho close topics when they haven't solved the problem
Below is a prime example of the admins closing a thread of an issue we have been waiting years to be resolved claiming it's fixed, IT'S NOT! The question is around adding BCC to workflows, the solution is adding BCC is to mass emails which is not even
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
Workflow problem since update
Hi, is anyone having issues since the update today? Our clients are getting sent multiple emails of the same thing for some reason today.
Products selections in Invoice modules - CRM
Hi! When I create an invoice, in the Invoiced items section, I need to be able to: Product category A -> Product Name (List of products name in category A) Product category B -> Product Name (List of products name in category B) Product category C ->
Redirect to Zoho EU
When logging in to www.zoho.com/crm we get automatically forwarded to www.zoho.eu/crm Presumably because we are based in the UK - anyway to stop this? Our CRM isn't on EU servers.
Zoho CRM Meeting shows Accept when particiant has responded with Reject or Maybe
95% of meeting participants using Outlook uses the built in buttons for Accept, Reject or Maybe. The Zoho CRM meeting module shows responses of theese types from participants. The problem is that they are only correct if the Participants are using the
Fields for Matching Records
The fields available for finding matching records should include City and State. When converting a lead and there are several potential matching accounts, the pop-up screen only shows Account Name, Website, and Phone. This is of little help when we
Can CRM Sandbox be created off of another sandbox?
Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in
Introducing wizard functionality to sandboxes
Dear All, We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail. Supporting
Cannot Attach Files from Google Drive
I was happy to find a new functionality of attaching files in CRM from Google Drive. However, after authenticating GD in both CRM and on my phone's security alert, the screen seems to hang, never fetching my GD. What could be wrong?
Tracking logs for when a record owner was changed.
We're trying to trace when the owner was traced for a particular record. This happened last July or August, and we need to be certain on the date. We couldn't find this in the audit logs, and checking the timeline feature has not been helpful too as it
Convert button in custom module?
I have two separate types of leads. One is leads for sales which I have in the leads module, and the other is leads for recruiting which i have created a module called "candidates". With the leads module i can easily convert to deals. I noticed when
Show record layout options in create record dropdown
This feature request is based on a vague idea to populate the create entity button with options which would mirror layout types and rules. Probably more complex because of permissions. The need stems from my original post: https://help.zoho.com/portal/en/community/topic/create-campaign-layout-type
Can Zoho Automate a Product Assignment Based on a Field within my lead?
My leads all choose a course selection when they sign up, so when a lead is created, that course updates a field. Can I automate an assignment of a matching product with that course selection or do I have to manually do it each time?
Request for contact update
Greetings all! We are in the process of moving over from SF to Zoho and the one feature I would really like to see if a "Request Update" for contacts. SF has this feature and we use it frequently to send a request to our customers to update their contact
List tickets in a dashboard
Hi all, Is it possible to create a component on the dashboard which displays the latest open tickets in Zoho CRM?
Can't sent emails from Zoho CRM - pop up screen is blank
I have a new user that is trying to send emails from CRM. When she clicks on 'Send Email' from an account, she gets an empty, white box. She is using Google Chrome. Thoughts as to how I can get this working for her? Thanks.
Make your CRM layouts dynamic with conditional layouts!
Conditional layouts in Zoho CRM offer you an interface to seamlessly manage the dependency between fields in a layout. Your sales data are often inter-dependant. Let's say Zylker Real Estates deals in the sale of residential property - such as apartments, plots and villas. While you create a new record for an apartment, certain fields in the form may become irrelevant. For example, fencing details may be required for plots but not for apartments. But they are still present on the layout. There may
Unable to use deal. stage
We added a new stage to the probability mapping called 'On Hold', but are unable to changed any deal to stage 'On Hold'. The new stage shows up under the Kanban view, but we cannot drag a deal to the stage.
=Datepart(Now()) - date math - (it's always about date math, isn't it?)
How I wish this would work. =Datepart(Now()) Does anybody have the correct syntax handy?
Associate a contact with multiple accounts?
Many of our contacts will have relationships with several firms. They will be the CEO of one company, and sit on the board of directors of a couple of different companies, possibly associated with a non-profit foundation, etc...and many times all of
What is the expected method for editing dashboard components?
Every time i try to adjust the components in our dashboard I end up going around in circles. This page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-kpi points me to a 'dashboards' tab, that doesn't seem
IMAP Set-up: "Email Sync is in progress. You will receive an email notification once the sync is complete"
Tried to set-up IMAP email this morning. All server names and port numbers are correct and verified (by Zoho online support staff who spent a couple of hours with me trying to resolve issue). Unfortunately, the above message has remained in the email
Introducing Zia Recommendation Analytics
Dear All, Greetings! We are excited to present Zia Recommendation Analytics in Zoho CRM. Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
Quotation - One Product with multiple type of charges
Hi Zoho Support, We have products that we quote to our customers in a itemised way as to separate them on the basis of: 1. Upfront costs 2. Setup costs 3. Monthly recurring costs. Here is an Example for the Product: ADSL Internet plan. Upfront Cost ADSL
Rename the file when exporting to PDF
Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ". Bone, which exported with the name of
Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout and
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