How to assign a task to multiple users?
Hi, We are evaluating Zoho CRM. Now there is an issue in task assignment. It seems that the task can be only assigned to single user, but we may need to assign a task to 3~5 users. How can i do that? Thanks! Justin
Is it possible to lead score from an email sent in Zoho CRM
Currently we are tracking our email campaign 'click throughs' from Mailchimp via Zoho CRM and the fantastic lead scoring. So far so good... What I'd like to be able to do is to send a single contact an email from Zoho CRM, and use that email to track
Deals permission
Hello, How is it possible to change the permission in Deals Module so that each non-admin user only sees their own deals in each progress stages (including closed and lost wons)? Thanks
Multiple Contacts Per Lead
Hello, In the Lead stage, we begin to Contact the lead before moving them to a potential. IN the process, we create multiple contacts per lead. When we convert it to a potential and Contact, we want multiple contact records to be created per account/company. How can we do this? If its only in Creator, can someone point me in the right direction of variable/values to use? Thank you
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow but nothing is happening. It looks like Zoho doesn’t know that the Contact is edited when
CRM integration & sync of 2 CRM accounts
Once I have set up an Integration/Data migration between 2 separate CRM accounts, as outlined in the instructions provided at the link below, is it possible to set up a 1 way sync as well - to push new data from the parent to child CRM account such as
Uploading Contacts within Accounts
I am new to Zoho CRM. Slowly but surely I've been uploading all of our customers into the Accounts section. However, at the same time, I'd really like to upload the contacts for those accounts. I don't see any fields for this though in the mass upload section. am I missing something? Or does anyone know of a way to do this? The only way I can think of now is to separately upload my contacts, then manually go through them and assign a company. Thanks, Arthur
Reports / Analytics Components needs a way to join Leads and Converted Leads (Contacts)
Currently it is difficult to get a monthly or quarterly snapshot of total leads because when the lead is converted, it moves out of any Leads Report or Analytics Component. I want a dashboard where I can report on the total # of Leads by Lead Source,
Customize Module "Leads" to add products and add book download as hidden form
I'm a consultant. I have a free ebook download. When someone fill out my "Free Strategy Session" form, I promise them to automatically email them my ebook. My "Free Strategy Session" form has 4 visible fields and one hidden field to track which form
In CRM app telephony Norway
Hey! Are there any telephone companies in Norway that integrate with Zoho CRM? We will have a main number to our business that will be routed to our mobiles and answered and logged in the CRM app.
How to add a Watermark on q Quote Template
Hello everyone. I am currently facing an issue. I want to add a watermark behind my quote template. Any ideas how I can solve that issue? Thank you.
Mark event participants as attended/not attended, using Event Date in Workflows, sending participants emails
I can create events and add leads are participants. Is there a way to mark a lead as having attended the event? They are marked as having accepted but I can't see a way to denote whether they came to the event. Is there a way to use Event Date that
Zoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho User
Collaborate and Communicate Effectively With Zoho CRM Feeds
Collaboration is an extremely important aspect of businesses. When you need to finalize a deal or even negotiate on the discount price or organize an event, you collaborate with a team to achieve your goals. To make this possible, the tools that help
How do you archive a product ?
We have seral products that have been duplicated. We cannot delete them because they have been used in transactions. How do we archive them ? I can't find instructions anywhere.
Knowing the organization chart in a Prospect account
I am tryong to see if there is any easy way to view the contacts in an account in the form of an org chart instead of just a list as it is showing up now. Example if I am trying to sell to the Enterprise Architect it would help to know who he reports
Company structure in Zoho CRM
Hello 2 all! Now we are using Standart Edition of Zoho CRM and we have next issue - We need to build the structure of our company in our account in Zoho. For this we need to do something like, that you can see on the image: Now i`m trying to explain
Product Lookup field on Assign Default Value screen of import to custom module non-functional
All of a sudden the Product Lookup field on a custom module import screen does nothing when I click it. Steps to reproduce: 1. Create a custom module with a lookup field pointing to a Product. (I don't know if this is specific to a custom module import
How to attach a product in lineItems when creating Quotes record?
I am trying to set a product in lineitems using product id. following the instruction on how to add a record seems not working. I encountered error "invalid data" which point to product in parent api name "Product_Details". I am using PHP_SDK version
convert quote to invoice in zoho books
We use Zoho Books for our invoicing (and links to payment online, etc.) Can we create a quote in Zoho CRM, and then convert that quote to an invoice...but instead of the (useless to us) Invoicing feature in Zoho CRM, have that invoice act as an Invoice created in Zoho Books? We have the triggers set up to automatically generate an invoice from the CRM in Books when we change the stage of a potential, but that generated invoice lacks any information...we must enter the information in twice...once
Not Able to Use Related Module Data in Criteria/Condition of a Workflow Rule
When I run a report, I can select a related module to use in the criteria when running the report. However, this does not seem possible when setting Conditions/Criteria in a Workflow Rule. Why? I am creating a workflow rule on the Deals module. However,
Is Zia Voice AI able to be Used with Headset with Microphone?
Hello, I would like to use Zia Voice in the CRM, but I don't see where I can configure it to recognize voice commands through my headset microphone.
Error lookup for account searches
Hello, When trying to launch a new task with the "Related To" field linked to an Accounts record, the search icon (magnifying glass) does not open the popup screen to search the record. If I use the "Related to" field to link in other modules, the search
Add Lead Source as as standard field in Accounts module and enable automatic updates of Lead Source values accross Leads, Contacts, Accounts and Deals modules
1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts module. 2. When you go to Setup>Customization>"Modules and Fields" and update the
Adding a Quote Item by Product Code and not ID using Python SDK
Hi. Using the Python SDK Record Operation examples I have been able to create a Quote with a line item (product) using the product's ID. But as we are going to be feeding data from an external application that will have matching product codes and it
Get Image Upload field images with NodeJS SDK
Hello, We are trying to fetch the images uploaded through the Image Upload field and display these images on our website photo gallery. How to fetch the Image Upload field images with NodeJS SDK? Best regards, Tiemen
Lookup Field Criteria
Does anyone know how to set the "Lookup" field criteria? We have a "Lookup" field for "Accounts" in our "Leads" and "Potentials", and it's used to select companies we work with...the problem we are having is that it's showing all our Active and Inactive
Upload error .pdf file
Hi, We keep getting this message "upload error" in the organization when trying to upload a pdf to an opportuniti (either as an attachment or as an attachement in a note). Already checked storage and ther are 10Gb left. i am using Chrome Versión 99.0.4844.51
Refine lookup search not working for specific type of user.
Hello, Since this morning, our team don't have the possibility to select a product in a lookup field. This is happening only to a certain type of user, and not for every (For administrator, everything works well). For some information, like the product
How can I choose the Zoho Survey collector for embedded Zoho Survey links in Zoho CRM email templates?
I have a Zoho Survey with three collectors. One is closed and two are open. I have an email template in Zoho CRM that is used to email to the contact on the CRM record a link to the survey. It uses a button of Link Type: Zoho Survey. I have selected
crm desk integration - tickets associated to accounts
when crm desk integration is enabled, the tickets are displayed in crm under accounts and contacts. What parameter is used to associate tickets with accounts contacts? Is it email of the contact in the ticket in Desk? if yes, can it be changed?
Sales Leadership Webinar: Handling customer experience challenges for a new workforce
Over the past several months, the pandemic has changed the way we do business forcing companies to rethink how they manage employees and how they engage with and service customers. Many organizations define and document the customer and buyer journeys to identify and understand pain points better and create a smoother customer experience. Join us for the latest in our Sales Leadership webinar series where guest speaker Reza Kamran, Senior Director, Product Marketing at Intermedia discusses how companies
Auto Create Meeting based on Date/Time Field and follow record change.
We have a set of information that we would need a meeting created off of. This is a screenshot of the data types that our zaps pull in. This would be specifically for the lead module. The important meeting title would be named something like (meeting
Zoho webinar recordings
I often see the advertisements for the Zoho Webinars while using our programs, and they all look really good. Unfortunately in my time zone, these webinars take place at 3am. Are these recorded and uploaded anywhere to watch at a later time?
How often does Zoho CRM mobile app sync with the desktop site?
How often is the Zoho CRM mobile app updated and synced to the desktop site? Is there a way to force a sync to the desktop site instead of waiting around for it to automatically sync? I found some information in another post below but it doesn't answer
Ringcentral and Zoho - Calls logged multiple times
Hello, We're in the process of migrating to Zoho and have migrated over to Ringcentral as part of that process. We require some assistance regarding the setup and call logging for a multi user office environment. What we tried: We first tried setting up Ringcentral with a Call Queue. The main number would call the other extensions in the queue What the problem is: 1. The problem with this configuration is the Zoho logs the incoming call as a call to each extension. Since only 1 person answers the
Zoho CRM: Automatically add emails sent to an email address as leads?
Hi, I'm trying to add any emails sent to one of my aliases on my Zoho Mail email as leads in Zoho CRM automatically. This email address is only for incoming potential leads from some ads I have placed online. I couldn't find anything in CRM itself and
Auto-Linking Emails by Deal Prediction Mechanism - Unable to Disable Feature
Hello, Our team is experiencing consistent frustration with the email association feature within Zoho CRM. The email association model works well when we only have one deal per customer, but fails miserably when we have multiple deals in progress with
Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
Hide Products from Sales users.
Dear Zoho CRM Team, Is it possible to hide products from users or user roles? We would like to be able to add vendor products so they could be linked to purchase orders, but we don't want the sales team able to use the products on an order form. Is it
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