How do you handle existing customers/contacts?

• Topic Participants

• Max Dahlbom

• Jeshua Chinnappan Edward

  

• Sticky Posts

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

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  Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amounts

• How to Display Territory Field on Deal Object

  I am assigning Territories to Deals. I am able to use the Territory field as a column in my list view but cannot figure out how to enable it to be visible when viewing a Deal record directly. Can you advise on how to display the territory assignment as

• Power of Automation::Automate the process of creating Tasks from Task template on project status update.

  Hello Everyone, Here we are again to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed

• Im Stuck in an EDIT ONLY WITH WIZARD issue

  So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

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  Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.

• LinkedIn Followers not correct

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• [API] How to get Contact's funnel?

  Hi everyone! I am trying to use the API to get a Contact funnel's (step, name.. anything). Can anyone help me? This information is not available in the API response... I need to retrieve and change my Contacts between funnels dynamically according to

• Task created from Email Alias

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• Automation#24: Auto-Update custom field from Accounts to Tickets

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• How do I add an email to tasks in Trident?

  Hi, I'm trialling Trident to see if it works better for me than the browser version. It's a nice idea and looks quite refined, so I'd like to be able to use it. My first question is: how can I add and email to a task? I can't find any obvious way, but

• Project template after project creation

  How can I apply a project template AFTER the project has been created?

• Creating Email template that attaches file uploaded in specific field.

  If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

• Filter Tabs in a Dashboard

  I have multiple tabs in a dashboard one of which is aimed at a different audience, is it possible to filter out this tab for a group of users?

• How do I set up Contact Scoring for my existing contacts

  I'm trying to set up Contact Scoring for my subscribers, 9 months after creating the database. I've added the Campaign Activities, but none of the contacts have a score. How can I update all the contacts so they show a score? My goal is to ultimately

• ZOHO PEOPLE

  HOW CAN I DELETE LEAVE HISTORIES IN ZOHO PEOPLE?

• Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)

  I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time Format

• Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?

  Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient to

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• Zoho Meetings - Scheduling sucks

  I wanted to try this out for our little meeting group. I scheduled the meetings for Tuesdays, Thursdays and Fridays. No matter what I did, the meetings all showed on FRIDAY. I changed the date and hit save. Still friday. Terrible system. Back to Zoo

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

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• Brand New and have some questions

  Hi everyone. I am brand new to Zoho and have some questions I need help with. 1. I just imported a bunch of contacts and most of them don't have any association with an account. However, an account is required to add them to pipelines it seems. Can I

• Zoho very poor support!

  More then 1.5 week ago I've contacted Zoho support by email and STILL no reply. What kind of business are you people running? I'm a paying customer and I demand support. Your email service is blocking valid emails from my business partner because of  "we generally do not accept emails from dynamic IP bla bla bla" I, NOT YOU, decide which emails I want to receive. I don't need your crap email protection. If I want spam protection I'll implement it myself. I've put his domain on the whitelist and STILL

• Immediate action required by Notification SMS users

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• Import subform entries conveniently in CRM

  Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced

• Pay milage expense with undepositied cash

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• Inconsistent "Happiness Rating" Percentage

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• Zoho Desk - how to see date ticket created?

  We have migrated from Help Scout and are a customer service team, not a technical ticket team. (i.e. we don't have 'due in X hours' needs) We are accustomed to seeing the date the customer sent the email / ticket received. I don't see a way to display this very basic information in the Views. Please assist with how to display this.

• Not able to create a new, second help center

  Hi. I'm not able to create a new, second help center. How can I solve this problem?

• Contacts and Accounts views support and Ticket details screen UI enhancement - Zoho Desk Android app update

  Hello, everyone! In the latest version(2.7) of the Zoho Desk Android app update, we have covered the following features: Contacts and Account views UI enhancement in the Ticket details screen IM icon display Contacts and Accounts view You can now access

• Enable 'drag & drop' upload of files to Purchase Receives

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• SSL Certificate Error - Connection is not secure

  I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it's

• Log when ticket is moved to a different department

  Hello, is there a way that I am able to log when and who moved a ticket from one department to another? I tried looking at workflows and I can't find any way to log a history when a ticket's department is changed. It would be great if this data could

• SMTP Error: Could not authenticate.

  Hi team! Trying to send email throu PHPmailer. Im using smtp.zoho.eu, TLS with port 587. Username: alex@aljon.nu Password: *********** (well, my login password). This is the error: 2017-12-19 13:06:49 SERVER -> CLIENT: 220 mx.zoho.eu SMTP Server ready

• 554 5.2.3 MailPolicy violation Error, help?

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• Recover trash emails deleted by Zoho

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• ERROR:554 5.1.8 Email Outgoing Blocked.

  Buen día Tengo un problema con una de mis cuentas de correo corporativo, investigue sobre el error, borre mensajes y el problema persiste. No se como puedo desbloquear mi cuenta de correo. El correo en cuestión es dinagramascentro@servicioslatinosltda.co

• ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

  Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

• Custom Button in Shipments

  Custom buttons feature is very much needed in shipments. Please work on this feature request!

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