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
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