How to access text field labeled "Reason for Loss" when Deal Stage is set to Closed Lost?
When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields: Amount Closing Date Stage Reason for Loss I want to create custom categories and reasons so that I can provide our internal teams with information about why
Automatic Syncing Of Google Tasks
I want to be able to automatically sync the tasks in my CRM with Google Apps tasks. I know you can export tasks but I have numerous workflow automations set up that create tasks based on various triggers. These tasks are not showing up in my Google tasks
Hide some fields for certain contacts
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 of them. I want to have each license as a custom field to keep track of how many licenses each client has bought, but I don't want the 10 licenses to show on each of my client's "summary", just the licenses that he has bought. Is there any way in settings, design options, etc, where I could make it so the "summary" only shows
Appointment Booking App Integration with CRM Campaign Module
Appointment Booking App Integration with CRM Campaign Module : Campaigns Management : This allows you to plan & keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns in an organized way. Appointment Management : This is a robust time scheduling app which helps optimize time management. This app ensures that your customers easily and efficiently complete
Document Download Limits for users
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible only after someone approves of.
CRM - IMAP Solution for Outlook 365
it would be great if Zoho can make an improvement to their IMAP Outlook 365 solution whereby, when a user's outlook account is deleted, the emails that were synced from that account to CRM, are stored in the CRM system and not deleted. Thank you
Tagging accounts, contacts, and leads in notes
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then that contact would show up in notes on that company or contact's notes. E.g. Amy previously worked at [@Amazon] from 2010 - 2016 This way this note would show up in Amazon's account and if we were looking for Amy in Amazon's account we could see that she moved to a different company. I know we can already do this for users but
data storage
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
sync scheduled calls with office 365 calendar
need to have scheduled calls sync with office 365 calendar just like events do.
sync tasks with office 365 calendar just like events
Need to have tasks sync with office 365 calendar just like events. This is one of the biggest request we get from users. Tasks are nice because they have a completed or not started status that stays open unless manually touched (where as events automatically close once the time has passed). recognize you will need to add an optional time field to the task instead of just date.
Tip #30: Run Macros to Save Time on Routine Tasks
Hi everyone, It's Thursday again and I am back with a cool tip today on creating Macros. As sales reps, you meet customers every day. And after every visit, you do a set of actions in your CRM account like: You send an email to your customer to thank them for their time. You update the lead status as contacted. You also create a task to call and follow-up with the lead in 2 days. That's just one example. You may have a set of actions similarly, that you perform frequently to some records. These
Search for records in specific modules without applying filter.
It's Wednesday and we've got a simple yet effective hack for you. Search is one of the most widely used tools in Zoho CRM. Zoho CRM's global search allows you to query across multiple modules at the same time. So, a global search for leads, in addition to pulling, the leads, pulls even the tasks, event, calls and contacts.. Won’t it be more useful and contextual if the search shows the records available within a specific module? Consider you are on an inbound call with Zylker about a quote just
CRM hack #9 : How to add exceptions to a workflow for select contacts?
Hello everyone! Workflows in Zoho CRM lets you automate routine processes thereby allowing your sales team to focus on the most important thing, closing more sales optimally. Let’s consider a scenario where an administrator sets up a workflow to send out 5 emails, one every 2 days from the date of creation and a followup task for the sales representatives. First email is an instant email about the overview of the product and the next set of 4 emails are about the details of the product which are
Announcements
Zoho CRM Community Digest - Aug 2025 | Part 1
Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
Zoho CRM Community Digest - July 2025 | Part 2:
Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
Zoho CRM Community Digest - July P1 | 2025
Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build
Zoho CRM Community Digest - June 2025 | Part 2
Welcome back to the Zoho CRM Community Digest! We’re wrapping up June with more fresh updates, smart discussions, and clever workarounds shared by the community. Product Updates: Struggling to keep track of scattered customer interactions? Zoho CRM's
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
Sticky Posts
How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
Function #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,