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• APAC Online Workshops - Automate Sales And Customize Zoho CRM For Your Business

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  Hi, I have a Custom Module and have created a custom view for a subset of the records.  I would like to display a simple counter on my Zoho Site site that displays the number of records in that custom view, to be refreshed/updated once per day.  What

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• Zoho CRM and Zoho Writer Merge and Send Function - Not Merging

  Overall Problem I needed a solution to automatically calculate and send employee payslip information stored on Zoho CRM, to each of our employees at the end of each month based on their salary, allowances and sales commissions (sales commissions - which

• New UI - Leads and Integration with ShowTime

  Hello, I have using and testing the new UI of Zoho Campaigns. I noticed that you have integrated the leads section with Evenbrite and GOTo Meeting. Since you are now having ShowTime as a platform to provide webinars and trainings, are you also looking into integration it with the future version of Zoho Campaigns. I would like to collect the registration to the Webinars as leads in Zoho CRM / Zoho Campaigns. Many thanks for your answer. Regards, Victor M. Da Silva 

• Auto create ticket in zoho desk when a field is updated in zoho CRM

  I want to create a service desk ticket when two fields in a customer record are set to a specific variable.   Currently I can do this with a workflow in CRM which triggers an email to zoho desk and creates a ticket.  The problem is that contact details

• CRM & Desk - Departments and Related Lists

  Guys, We're building out our Zoho One subscription and have started integrating CRM and Desk.  In Desk, we have defined departments - let's say technical support and order entry. Clearly, tickets are very different from one another and handled by other people - but they are related to the same account in CRM. it seems all tickets end up in the same related list in CRM. So - this gives me three questions. 1. Is there a way to create a related list by department to keep different type of tickets different

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  I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them

• In Japanese, "meeting module" is mistakenly translated as “予定”.

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• access denied from this IP address

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• Function day of the week? Help.

  Hi, I am trying to write a function that when I create a new Lead get a date information from one field and place it in another field with different format: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Zoho CRM: Program Leads: Modul

• Booking Plugin with CRM not allowing me to schedule new appointments

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• Call log

  I need to know if there is an option when when our sales department logs a call into Zoho CRM, if there is a way to automatically send and email to me that says a call has been logged?  Instead of them having to send a separate email after a call saying that they made a call?   Please help.

• Create a task on a account via function

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• Mapping Contacts

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• Calendar sync between Mail and CRM not working properly

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• Zoho Sign Automation

  We are trying to get Zoho Sign to be a little more automated. We would like automate the progression of the sales document, after the customer signs the sales document, changing the status of the sales order. I see the module id and the document ID, so

• Sending as Multiple Companies/Brands

  We currently use Zoho CRM. We have multiple companies/brands that we operate as, and identify each Contact and Company with a Custom Field based on the company/brand. We are considering using Zoho Campaigns (replacing Mailchimp). I know I will be able

• Zoho CRM Groups - Access to Deals of other Roles?

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• Autopopulate the main field of any module

  There are certain module such as deals where we cannot add a function in the main deal name. Is it possible that I can make a deal name as a compilation of different variables in the deal like "Customer Name-Quantity-Quality". Can you help me with the

• Links in Mail Templates are broken

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• How to show Lead ID in a custom view?

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• How to update automatically a custom field base on a date

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• How i can start the integrated chat-function?

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• CRM integration, Price lists not working

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• Web Tab to show Creator Link does not populate all views

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• In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.

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• ZCRM Integration with ZSubscriptions Creates duplicate contact

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• CRM Quotes/Sales Orders/Invoices >> MS Excel Sheet

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• Complex Document Merging + Sharing with CRM, Writer and Workdrive

  Hello everyone! I have the following complex request. All the parts can be done separately, bur there s nothing I can find that will automate this. Due to intellectual property constraints and personalized service, we would like to send to our CRM contacts

• Manage your sales pipeline better to build your business

  From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,

• Zoho CRM Charts - Age in Weeks / Age in Months

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• Default Reminder to be "Pop Up" not "Email"

  Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.

• How to use Zoho Social?

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• A few leads failed to sync with your CRM. Download leads manually or, click on Retry Sync to push these leads to CRM.

  hello sir, what is the problem? facebook leads this error :( A few leads failed to sync with your CRM. Download leads manually or, click on Retry Sync to push these leads to CRM. how to fixed?

• CRM Lead Creation - Mandatory Fields

  Hi Team, We're encountering an issue when trying to set up a journey that ends with a lead being created in the CRM. We have a few mandatory fields in the standard Leads layout to control the information our sales team are entering. This seems to be stopping MH from creating the leads as the CRM is rejecting them due to those fields being blank in the MH data. The Journey report only shows the lead was skipped, however upon checking with Zoho Support they said it's because the fields required by

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