Restrict users to only see their own opportunities?
Is it possible to create a role the would allow a user to enter and edit their own opportunities, but restrict it so they cannot see any other user's opportunities? Thank you
I messed up my first import...
I messed up my first import.... Is it possible to delete everything and start over?
Can an admin test the new version of Zoho CRM 2016?
I'm the admin of the CRM for my company. If I click on "Switch to New Version", does that migrate all of our users to the new version too or just me? Is it possible for me to make the switch to test and set up the new features before rolling out to the rest of the team?
Which Marketing Automation do you recommend? We want it to work seamlessly with Zoho.
Are you using a marketing automation software along with Zoho CRM? I have read online that CRM and Marketing Automation are crucial if we need to align Marketing and Sales teams. Any recommendations? personal experience of using software like Marketo, Pardot, ActOn?
Templates delivered to Gmail then forwarded = Odd Line Breaks
I am having trouble using Templates, which deliver to me via email (using Gmail) that I then edit and forward on to clients. When I forward the email, strange line breaks are occurring making the text difficult to read. From my end, everything looks fine before I hit Send, but clients reply and are confused and I can see that the text is broken up. How to I prevent this? See example here: For 13-19 guests: $1 1 9 per person, plus 15% service charge For 20-29 guests: $1 0 9 per person, plus 15%
Detect Email Client of Lead/Contact emailed from within Zoho CRM
Is it possible to detect the email client of a lead/contact that I have mailed from within Zoho CRM? This would be extremely useful information for us, to direct customers/potential customers to appropriate platform troubleshooting documentation for our app.
Stage Probability Mapping(Alternative)
I believe that you must include the ability to add different stage probability mapping on potentials. Its a different stage probability when you trying to sell to a doctor and different on a patient. Ok in general lines the stage probability can be fixed every time. First contact Second contact etc... but there are more specific situations. Stage probability must be more flexible to all modules. Accounts contacts etc.. Think about it and if you agree please do it.
Account Name Lookup
We have a problem with our salespeople creating sales orders and invoices and, instead of using the account lookup widget, manually typing in the name of the account on the form. This frequently duplicates account records and has created burdensome cleanup of our database. Is there a way to make the account field solely a lookup field without allowing ad hoc account creation?
Free Webinar: Change the way salespeople work using Zoho CRM Gamescope
Thursday (Aug 18, 2016) 9 am IST (i.e. Wednesday 11:30 pm EST) is the day for a special live training on How to Change the Way Salespeople Work using ZOHO CRM GAMESCOPE. If you are all signed up, great...see you there. If you haven't yet: don't worry - you can still sign up here. If winning deals is exciting, shouldn't selling be, too? Turn routine tasks into contests and watch your salespeople compete to add the most notes or send the most emails. In this webinar you will get to know: How to
Sell in Real-Time with SalesSignals.
Customers often reach out to you through multiple touchpoints. Also, these touchpoints are spread across different departments like marketing or support. As a salesperson, shouldn't you know about all these interactions? To effectively engage customers, you need more than just their basic info. You need to know exactly how your prospects are engaging with your site, how they are reacting to your email marketing, if they are speaking with other people at your company and even what they're doing in
Would love to see webform allow multi-file uploads
As the title says.....the "upload file" function only allows for one file to be uploaded. If someone has four files, we would need to add in four upload fields. Why not allow for multiple files? Thanks!
Introducing the all new Zoho CRM mobile app - A daily planner, personal sales assistant, and much more.
Access customer information, stay connected with customers, and find everything you need to close a deal from anywhere, any time. With this update, the Zoho CRM mobile app gets a refreshed look, more modules, and new features. We've thoroughly rethought the design to offer you best possible experience. Here's what we have in store for you: - Schedule and track business activities right from the home tab. - Fewer taps to access our customer information. - Locate prospects from anywhere in the world.
Group contacts in Zoho
Hi All, Say i have a list of about 1000 contacts in my zoho CRM. Is it possible to create a distribution for my contacts, e.g, lets say out of the 1000 contacts 100 are in Africa, i need to create a group and call it Africa so that when sending emails i can just select Africa and it will go to all clients in Africa. Is this possible to do? Regards, B
Tab Key Order for leads
I saw a very old response to this question that no longer answers the question so I'm posting again. When i'm entering a new lead it goes left to right when i hit the tab key. Is there a way to set it to go from top to bottom or is my only option to rearrange the fields? Thanks
Emails not being delivered today?
Hi, i sent about 400 emails through CRM and Can't get any visibility of results either in the reporting or even with the soft bounces. How do I know they have been delivered? Tim
New CRM is very slow
I had to switch back to the old crm because the new one is so slow. The fancy animations may look nice, but it hampers productivity.
How do you manage Customers in Zoho CRM
Hi Is there a way to mange actual customers (meaning a person or organization which actually bought something). Since account and contact can also be a potential, how do one distinguish between a potential or a "real customer"? In addition, in activity view, there is one column called "Customers" (along with "Open potential", "Lead/Contacts" and "others"). What does customers refer to? Yossi
ZOHO en Español (España)
Hola estoy valorando la posibilidad de usar ZOHO CRM para llevar un control de mis clientes, datos, llamadas, campañas... veo que el programa original es en Inglés. ¿se puede pasar todo a Español, y también me gustaría saber si se pueden añadir o cambiar campos para adaptarlo a mi empresa. Gracias
Zoho CRM 2016 is ready. Are you?
We are pleased to announce the launch of Zoho CRM 2016! This new version of our popular business software offers a range of enhancements and improvements, such as multichannel communication, productivity, customization and automation, as well as a new, clutter-free interface. We've reimagined the CRM you've always loved. Here's a list of top new features to help you stay productive and close more deals. Simplified user interface. Zoho CRM 2016 comes with a streamlined user interface that allows
Adjusting Column Width Either How To or Add Feature Request
How do I change the display width of a column in a view? There are many times where I need to adjust the widths.
custom module templates
Hi, I am currently in the process of evaluating Zoho for a couple of months and it seems to do most of the things that we require. Our requirements have resulted in the creation of a couple of Custom Modules. However I have just gone to create a mail merge template based on these modules and don't seem to be able to. Am I missing something really obvious or is this a gaping hole in Zoho functionality? I'm really hoping it is the former as it seems mad to allow you to create modules to store data
How to find the ID of an inquiry after the inquiry has been set up?
I need to find the ID for an inquiry after it has been set up. Where do I find this?
Cant delete recurring events
Hi - I just signed up on zoho, I vreated one contact for self and entered a test appointment. Looked at recurring screen, then closed it. It was set at repeat none. Zoho entered unlimited recurring appointments for test appointment for myself. I am not asked to delete all appointments. I can delete them one at a time which is unproductive since there is an unlimited number of recurs. Am I stuck with them
Print Vendor
Looking for a print vendor that links with Zoho CRM that has App or the like which would enable us to print one-off postcards or letters as part of an automation. For example, send letter day 1, send post card day 5 and so on. Salesforce has several of these. (like printsf dot com) Anyone know of something that can work?
ability to email accounts
is it possible to gain the ability to email accounts- There is a template option currently for accounts, why are we not able to select accounts, then email those accounts who's contacts have email address's? The merge fields could be both of contact and accounts? Is there a particular reason why this cant be done?
How to create a Contact view filtered by field on the related Account table
I need to create a view under contacts that will show me all contacts for Accounts with a particular Account type, a field in the account table. This will help me market to a subset of the records in my Contact table. AThanks.
Notes won't save
I haven't visited the CRM in a few months. I came back and tried to enter notes under a Contact, I click Save and the Note field disappears, rendering it unable to save or retain any notes. Is this a recent bug or something to do with having the free version? If it does not resolve, there's no reason to keep using Zoho.
Some CRM email not getting through
As I follow up on leads, I'm being told that my clients have never received emails that I sent through CRM. I know some may get filtered out in spam filters and so on, but is there a log of what is send and responses from the client email system? I see the activity log, but that gives me no information on emails. Thanks Kerry
Organization Email
I have configured an Organization Email, or Organisation Email, and made it available to Admins and Standard Users, I have replaced my old Personal Email IMAP configuration using the new interface. I can send and receive emails from my personal email address, but the Org Email address is not available to me. Emails sent to a straw Contact from the Org Email in the past when it was configured as a Personal email are where they should be, accessible under that record, but no replies are. I cannot
Zoho CRM email read receipt requests
Is there a way to get a read receipt using Zoho CRM email feature? Hi, Sharadh Shankar has replied to the topic you follow., is there any way to send a read receipt?. Hi Jeff, Thanks for contacting Zoho Mail. You can choose the option Compose and notice the top pane for dotted icon ( options- beside Trash icon ). Click on it and you will find the option 'Ask Receipt'. Note:- In case the recipients mail client does not support read receipts, there will not be any notification to the recipient.
Introducing Advanced Filters - Run intelligent searches to find the records you need in no time.
Advanced filters help you find what you're looking for by adding perspective and context to search. Now you can use multiple parameters such as tasks, notes, and emails to filter customer information and get meaningful search results. Here are a few interesting scenarios on how Advanced Filters can help you: Finding deals closing this month that have been inactive or have overdue tasks and need immediate attention from your team. Filtering out leads with no open activities associated with them. Combine
Importing Companys Sheet
Hi, I'm importing a sheet with 18k companies, but i am IT Support for my company, i'm not responsible for these accounts. I tried import with a field "Responsible of Account" but this is locked and automatic field. How to can i set this field for a Salesman? Thanks Rogerio Ferreira Black Cirrus
Creating smart lists within my contacts
How do I group my contacts into lists which I can then target specific email templates to specific groups of contacts?
How do I create a subcampaign in the campaigns tab?
Hi there, I have a campaign I want to run but I have different stages to the campaign. How do I list the different stages as a sub campaign? From what I have seen so far, I can only monitor the campaign on zoho overall but not with different stages. Do the sub stages have to be created as tasks/activities so then I get a reminder on that stage? Could the activities/tasks tab be linked to the campaigns tab if I were to use that for the different stages? Is this even possible? Would be great
Feature Request: PhoneBridge Click To Dial
I would love to see a plug in and searches a webpage for phone numbers. When a phone number is present, you should be able to click on the number and the zohocrm phonebridge will initiate a phonecall. At the end of the call you should be able to create a lead in zoho and dispo the information and phone number. http://support.talkdesk.com/hc/en-us/articles/200370369-Click-to-Call
Feature Request: PhoneBridge Text Message
I would love to have the ability to send and receive transactional text messages through Phone Bridge Twilio Integration.
Introducing Zoho Motivator: Gamification for Your Sales Teams
We are pleased to announce the launch of Zoho Motivator, a brand new addition to the Zoho family. Zoho Motivator is a gamification solution aimed at maximizing revenue and driving team engagement. When integrated with Zoho CRM, the benefits of Zoho Motivator increase manifold. Your sales teams will be able to participate in sales contests, meet sales targets and showcase their performance to their managers and peers. With this integration in place your sales representatives will truly be motivated
Tracking an order from potential through to sales order - best practices and advice PLEASE!!
Hi all, My company (in Japan) imports furniture and finishings for hotels. This is what usually happens: One of our clients (an architect) will specify our chairs and sofas for a new hotel project. We immediately mark this as a potential, and send the client catalogus, samples, price lists etc as needed. Sometimes, the job will disappear (not enough budget, change of design etc) and we mark the potential as "closed lost". But sometimes, the project will continue, and we get an order. So, at this
Email Templates
Hi. I created an email template for Opportunities. See below: Dear ${Opportunities.Opportunity Owner}, The stage in " ${Opportunities.Potential Name} " has been changed/modified to " ${Opportunities.Stage} " by ${Opportunities.Modified By}. This opportunity relates to the " ${Accounts.Account Name} " account. Please review. Thanks. I had to add the last sentence mentioning the Account's name, because I cannot seem to be able to add the opportunity LINK. The only field available, apart from the opportunity
Web to lead notification
I've got web to lead notifications email set up and they work great. but I need to change the email address which it goes to. How do I change the email address that the web to lead notification goes to?
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