General
Why your business needs multiple sales processes in your CRM?
The sales process in CRM is generally referred to as the "sales pipeline." You may have multiple sales pipelines depending on the products you offer and your business needs. Zoho CRM gives you full control over your sales processes by making you the ...Why was my Zoho CRM account closed, when I use it regularly?
When your CRM account is closed, you will get a notification email to the email address used to open the account stating 'We have closed the Zoho CRM account associated to this email'. Closing your CRM account will not affect the other Zoho services. ...Can I reactivate my closed CRM account?
A closed account cannot be reactivated. The data associated with the account will be deleted as per our privacy policy. However, you can always create a new account by visiting our website and upload the data again in the new account. You can ...On triggering a button in the CRM mobile app, I am suddenly prompted to share my location. Why is CRM requesting me to share my location?
If you are using the iOS or Android version of the Zoho CRM mobile app, and firing a button results in a consent popup such as the one below, then it means that your administrator has enabled location gathering via a custom button. You may select ...How to share a single record (lead, deal etc.) with several users?
There are two ways in which records can be shared with others in the organization: Direct Sharing - Individual records can be directly shared with other users. For example, a deal can be shared with another sales rep. Indirect sharing - A record can ...What does the option "OPEN Deal" in Advanced Filters mean?
When you filter contacts by the Deal stage using Advanced Filters, you may notice that you have options such as "Deal is OPEN", "Deal is LOST", "Deal is WON". In this article you will understand what these parameters mean. "OPEN deal" refers to a ...What is the difference between Quadrant analysis and Zone analysis?
Both Quadrants and Zones offer a convenient graphic that lets you plot data points in areas which you define. But they differ in the way they represent data: Quadrants offer graphs which are divided into four main sections. Zones, provide an option ...Why a user is able to view his peers data when data sharing with peers is disabled?
If data sharing is disabled and still some users are able to view their peers data it could be because the user is a forecast manager. For example, if John from Sales Executive role is a forecast manager, then he will be able to view data of other ...I cannot see "Share data with peers" option in my Edit Role settings?
It is likely that you have chosen the Hierarchy Preference as Reporting instead of Role. When "Reporting Hierarchy" is enabled, you will not be able to see "Share data with peers" option while editing the Role Settings. This is because, once you have ...Can I assign multiple roles to a single user?
No, you cannot assign multiple roles to a single user. A role defines the position of a user within the organization in CRM. Roles in CRM replicate the hierarchy in your organization to allow access to the data in your account. In real life, a Sales ...Why isn't the Delete CRM Account option available in the Company Details page?
This "Delete CRM account" option will be displayed only for the CRM Administrators. In order to delete the CRM account you must make note of the following two points: Downgrade edition: If you are subscribed to the paid edition then you have to ...How do I change the email associated with a user's credentials?
To change the email associated with a user: Go to accounts.zoho.com. Add the new email address to the My Email Addresses section of the profile page and verify it. Once the email address is verified, set it as the primary email address and it will ...How do I add a user who was previously deleted from my CRM account?
You can add users who you have previously deleted, back to the account. Even after a user is permanently deleted, the deleted email address can be used to create a new user. This added user will be considered as a new user to the CRM and will not be ...How do I restrict the access to the mobile version of CRM for some users?
You can restrict access using profiles. To restrict access to the mobile version of the CRM, the administrator must: 1. Navigate to Setup > Users and Control > Security Control. 2. Select the desired profile from the Profiles list. 3. Select Others ...What is the difference between Zoho CRM and Zoho CRM plus?
Zoho CRM is a stand alone product available in four different editions. Pricing for CRM varies based on the edition you choose. Take a look at the pricing here. CRM Plus is a bundle of nine products that includes CRM, Desk, Projects, Sales IQ, ...Can I increase the number of users in the trial edition?
No. Zoho CRM offers a 15-day free trial for the Standard, Professional, Enterprise, and Ultimate editions. The trial version will include all features for the edition chosen. In the trial edition you can only add up to 3 users. In order to add more ...What is the difference between 'users' and 'customer portal users'?
Anyone whose email address is mapped to a user license from your account is a CRM user. A Zoho CRM user is someone who can manage records, either their own or those shared by other users, within the organization. In short, any employee who can access ...Can I create an appointment for my employees in CRM and have it synced to their Google calendar?
Yes, you can create an appointment for your employees in CRM and sync it to their Google calendar. To sync Zoho CRM with Google calendar Navigate to Setup > Marketplace > Google. Go to the Calendar tab and click Authenticate Google Calendar. In the ...Is the Free edition of Zoho CRM the same as the free trial?
No. The free version of Zoho CRM is an independent edition that offers critical features that are ideal for small businesses which can support up to three users. This edition includes: Leads, deals, and contact management Tasks and events ...I am currently using the Enterprise edition. If I move to a lower edition (Standard or Professional), will I lose my existing data?
No. Your data will be stored securely in your CRM account. When you move from a higher to lower edition, you will not be able to access certain features that are only available in higher editions. The existing data will be retained in your account ...What do I get in the Zoho CRM free trial?
Zoho CRM offers a 15-day free trial for all editions: Standard, Professional, Enterprise and Ultimate. The trial version will include all the features for the edition you choose. However, the data storage in the trial versions is limited. You will ...I have registered for a Zoho CRM account with my personal email address. How can I transfer the CRM account to my business email address?
To transfer your CRM account to another email address: Send a user invite from the CRM account that is registered with the personal email address to your business email address: Navigate to Setup > Users and Controls > Users. Click New User and ...Who are confirmed users in Zoho CRM?
New users who sign up for Zoho CRM receive an email to confirm their registration. Once they have clicked the link to confirm their accounts, they are referred to as Confirmed Users. Users have 30 days to confirm their account from the date of ...Can I track the sales executive's location in the CRM mobile app?
Yes, Zoho CRM app for Android comes with a check-in feature which lets sales reps check in to the location when they meet with a client. Sales managers will be notified of the check-in right away and can keep track of their sales executives' client ...How do I request a demo for Zoho CRM?
You can send an email to sales@zohocorp.com or call our support team to set up an appointment for product demo. Alternatively, users of the Professional and Enterprise trial editions can request a demo from the product itself. Log in to your Zoho CRM ...Can I integrate Zoho CRM with telephony providers?
Yes, the Telephony feature connects your PBX system with your Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. We support 130+ ...Who is a user in your CRM account?
Anyone whose email address is mapped to a user license for your account is a CRM user. A Zoho CRM user is someone who can manage records, either their own or those shared by other users, within the organization. In short, any employee who accesses ...Can I look at sales activities and events sorted by calendar days?
You can view both the call and event details in the calendar view. Read more about using calendar view here.Can I map, share or mirror fields across different modules without having to enter the same fields for those modules?
You can avoid the redundancy of entering the same fields across different modules by using custom functions.How can I validate phone number format in Zoho CRM?
Currently you cannot validate the phone number format. This will be possible very soon. You can, however, limit the number of characters using validation rules.What will happen to my data if I don't renew my subscription for the next month, but decide to come onboard after a period of three months?
Your data will always be safe with Zoho CRM. However, your customization will not be retained unless you upgrade your plan within a week's time.How can I link contacts to an account while importing?
You can link contacts to an Account using the Field Mapping page. Learn more about field mapping here.How can I display a pipeline showing the status of leads when they move from prospecting to sales?
Use the Leads Status field to filter the pipeline status of your leads. You can also add custom values for the Leads Status field. To add custom values: Go to Setup > Customization > Modules & Fields > Leads. Let your mouse hover over the Leads ...How can I add taxes such as CGST, SGST and IGST?
Follow these steps to add taxes: Go to Setup > Customization > Modules and Fields. Select the Products module. Hover your mouse over the Tax field. Add new values to this field and specify the taxes as CGST, SGST and IGST. Learn more about modifying ...Can events in my Zoho calendar be synchronized with events in Google Calendar?
Yes, you can synchronize the calendar entries made in Zoho Calendar with Google Calendar. You can either update the calendar entries in Google Calendar or Zoho CRM and have them updated in both. Get more details on synchronization hereI converted some leads to contacts by mistake. Is there a way to convert those contacts back to Leads?
No, you cannot convert contacts back to Leads. You can, however, use the Stage field in the Deals module to track those contacts that you want to convert back to Leads.Can I customize the way leads are generated to suit different business models?
Yes, you can customize the way leads are generated depending on different business models and industries. Your leads are usually generated through different sources (advertisements, websites, trade shows and more). Customise your leads by creating a ...I have lost both my user ID and password. How do I retrieve my login information?
Follow these steps to retrieve your user ID and password: In the Zoho-CRM Sign in page, click Forgot Password. The system redirects you to the Zoho Accounts page. In the Zoho Accounts page, specify the registered email ID as mentioned in Account ...Why aren't tasks displayed in the calendar?
Tasks are not displayed in the CRM calendar because they can be completed any time within a specified interval; they are not scheduled for a specific time. Unlike tasks, meetings are scheduled for a specific time, so they are displayed on the ...How to confirm my Zoho Account?
Once you register for any Zoho Service (Example: Wiki, CRM etc.), a verification email will be sent to your email address. Click on the access link provided in the email to confirm/authenticate your Zoho login details. Follow the steps given below to ...Next page
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