Auto populating field when importing new data...
Every time I import new leads into Zoho, it is automatically selecting a dropdown from a custom field and filling it out. I had to create a custom view with that criteria and mass update it to default blank... This started a couple of months ago and I can't figure why. Why would it do that?
Can't add project from contact in CRM
When I choose Add Project" in the CRM I get this message The client user(s) [XXXXXX] were not added because users with these email addresses have already been added to another client in Projects. Users with the same email addresses cannot be associated with different clients. If you would still like to add them to your project, re-invite them using an alternate email address. What does this mean as I only have 1 test user? I want to 1. Convert lead to contact/deal 2. Create project for the contact
$[FNAME|Customer|Guest]$ With some bugs
Hello, I've noticed a bug on the merge tag FNAME. I've always used the merge tag like this $[FNAME]$ if i wanted the space to be blank when there was no name on the subscriber. But since this week i've sended that way and the subscribers with no first name apeared "Costumer", and i used the merge tag like this $[FNAME]$ and not like this $[FNAME|Customer|Guest]$; Whats wrong? do i need to use the merge tag this way $[FNAME||]$ from now one? with the empty spaces. Thanks
Update : Now export all your organization users from the Admin Panel in one click.
Hello everyone, We have made a minor update for Zoho CRM Plus. In the admin panel, we have now introduced an option for users to easily export the list of all users in the organization (along with their access permissions) in one click. Here's how it works - 1. Visit the Admin Panel > Users tab. 2. Click this icon to the far right to the top. Please remember that you have to be a super-admin / admin to use this feature.
Alert on new campaign sended to contact
Hello, I need some help. I have a auto-responder on my zoho campaigns that send a sequence of 3 emails. This 3 emails create the respective campaign on my zoho crm (campaigns tab). I need to get an alert (an email or something else) 3 days after a contact recieve the second email of my auto responder. How can i do this the best way? Thanks
Address Information not appearing in Deals
Hi new to Zoho. How can I push to address information from the Leads to show up in my Deals?
The New Zoho CRM Plus is now the default version for everyone.
Today, we're happy to announce that we have finally taken the plunge. The New Zoho CRM Plus has been made as the default version for all our users. From today, users will not be able to move to older versions of Zoho CRM Plus. We thank our customers, partners and colleagues who helped us reach this milestone. Click here to learn more about what's new : https://www.zoho.com/crmplus/blog/introducing-the-new-zoho-crm-plus-the-worlds-most-powerful-customer-engagement-suite.html
All CRM Plus tasks in one place
Every email becomes a task for someone, from follow-up with sales to a service request in projects. As a small business, that someone is usually a single person delegating contractors but looking after sales items themselves, I wish there was one single place I could see every task whether it be a CRM related item or a project related item.
Left side Navigation in CRM Plus
It's great to see that Sales inbox has bee moved to the Left Vertical navigation, much better! I would be really good to see the other Zoho Applications also in this navigation, or possible to add them under Favourites. For example, Zoho Checkout, Zoho Mail, Zoho Docs etc. Also why this navigation be added to Zoho One? We have a number of client using Zoho One as we still need to use Browser Bookmarks.
Users can now access their subscription details inside the Admin Panel.
We have come up with a minor update for CRM Plus. With this update, users can easily access their subscription / license details inside the admin panel at the click of a button. Apart from the subscription details, we have added some more information about usage statistics which will help you answer the following questions. 1. How much storage space is remaining in CRM? 2. How many subscribers have I utilised in Campaigns? 3. How many Social Brands am I using? 4. How many Survey responses
[ Announcement ] SalesInbox : Now more accessible.
Hello everyone, We have made a minor update. Earlier, SalesInbox used to be accessible only from the top-bar inside CRM. Now, we have shifted the location of SalesInbox to the product navigator bar(left-side) and grouped it with the rest of CRM Plus products. We believe this update will make SalesInbox more visible and accessible.
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First question in this form category! So, what's ZoHo CRM PLUS???