Transfer Lead to a Sold previous customer list?
I keep my potential sales in my leads tab. When they move forward and want to purchase, I would like to transfer them into a "previous customer" or "sold" list which a scheduled follow up. How do I do this? Create a new tab?
how can i use a field from another module ie account in the activity view?
I want to be able to list activities by account type but cannot pull this field in to activity listing view. Can anyone help with this?
How do I show a report/dashboard widget based on a custom picklist?
I would like to show it as a bar graph.
Hover Over Field Instructions/Definitions
After rolling out the ZOHO CRM pilot to our sales team, one of the frequently requested items is to have a hover over field definition/instruction so they have a better idea of the information we want. I don't believe this is available in ZOHO CRM; if it is please direct me to where I could do this. If not, please add it to your list of enhancements. John Galich
Is Simultaneously Contact List Syncronization Possible Between Zoho CRM and Zoho Campaigns
We need our Leads at Campaigns app to be updated authomaticly; once we update our lists in Zoho Crm, Is this possible? Is it for free? Or do we have anyother marjetting app alternative that can provide us this service? Thank you Damla
Task information
On Task information it includes the phone number of the contact, I would also like this task information to include the mobile tele number how do I do that please.
Is Zoho CRM right for us?
Our company is a food vendor at various events/festivals. We keep track of all the events we are perusing and the ones we have booked on the same Google spreadsheet. Each year we create a new tab on the spreadsheet for the current year. We can then reference the dates of the previous year. This method has worked for the first two years but is becoming cumbersome and time consuming. We have signed up to use Zoho and added a few events but not sure how we should continue. How should we enter events
Related List Pop-Up Selection
I created a new module called "Machine Lead Potentials" for our sales reps to be able to track leads for capital equipment. We sell the tooling that goes into these machines; the data for the tooling potentials is tracked in the standard Potentials module. In the Potentials module is a custom field called Quote Number that the rep is supposed to fill in. In the Machine Lead Potentials module is a custom look-up field called Tooling Quote Number. I also created a related list that links Tooling
Simple car dealer CRM - allocate customer to salesman
Morning All, We have signed up for the free Zoho CRM to get a feel for the software. I have to say, it looks like it is just as powerful as Salesforce at a much better price. I have built what I think is a 99% complete version of the final product. In short summary, we sell cars. We have multiple salesmen. At the moment I capture all customer data into a basic form under LEADS. The salesman who then deals with the customer is selected from a drop-down menu. This may have limitations in the long
zoho not getting my emails
i have been trying to use email help from with in our CRM but when I press send it just hangs. we have a major problem with mail merge and need to talk to some body at Zoho. I have now sent them a 'normal email; It was all going so well
Professional version could not make a web form
Hello i have Professional version account but I ve got message that on free account it is impossible to add more than 1 web form for website integration.
CRM 'More Actions' dropdown IE8
Hi, Today we are not able to access the More Actions drop down box, or any drop down box on the CRM page IE8 is reporting a JavaScript error. I believe a similar issue has reported last month (22nd April) and fixed. Below are the details of the IE8 error Regards Iany Webpage error details User Agent: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 6.0; Trident/4.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; MS-RTC LM 8; .NET4.0C; .NET4.0E; InfoPath.3) Timestamp: Wed, 21 May
leads and potentials
Hi, I have an Excursions and Activities Travel Agency. My current sales process goes like this. 1. Customer (individual) fills out info on webform, info gets transferred as a lead. 2. We qualify/verify the lead and email client basic template. 3. Send Followup template if no response by certain amount of days. 4. Confirm the availability of activity that the client wants to book. 5. Send Invoice Quote 6. Verify Payment and Followup 7. Send information over to processing. So the questions that I have
Mass Update: Add or Remove Campaign Needed
Where would be the best place to pick Leads/Contacts and add them to a Campaign? It's the View with: filter criteria search in columns select some records and Mass Update Campaigns are the best collection for planing tactic and strategic actions, in marketing and sales. Tasks could be used too to document tactical actions, but it's not possible to add multiple Leads to one task.
Tax question
Is there a way to set the tax so it calculates automatically from the subtotal?
Potentials Stages sort not working - list frozen
I deleted all default values in Potentials - Stages and entered new data in the order I want it to appear. I was able to sort in descending order but ascending sort did not work - the values were not in order. Now the list is completely frozen. What do I do??
why won't the dashboards work on a tablet?
I have the reacurring problem that when I open dashboards on the website (my browser is chrome) it wont load because either the tablet or the browser doesn't support the program. Have any of you had this problem if so how did you solve it? I also have the Zoho CRM app, but I can't seem to find 'dashboards' on the app. Thank you in advance.
Showing Campaign Clicks in Leads section
Is it possible to show the amount of clicks/open is the leads section of Zoho CRM from a campaign sent out by Zoho Campaigns?
Update Log
Hi, Is there any other feature like the audit log that allows all users to have access to and/or view the updates to all accounts? This is a current issue in my organization where complaints are being made that the Pulse only shows accounts you follow and there is no way for a user to have a log of all updates. Please advise.
Activities assigned to contact but not showing in company record
Hi All, I am currently using the free version but looking to upgrade to the standard version in the next week or so. Before I do I want to ensure these issues are resolved or I know how to work around them. This has always worked until the last few days: Scenario: Joe works for Xcompany, I used to create a task for the company - not neccessary assigning it to a contact - now I have to ensure a contact is assigned. I've created a task, assigned it to a contact, completed the task, but it doesnt appear
How do I show the Company phone in the contact record and in contact lists?
tried everything!
UPgraded to Professional edition!
I have upgraded my edition and I cannot set up data sharing preferences as it stated I could why?
Direct edit of Salutation field
Hi there, any plan to make the Salutation field editable directly from the View mode? Now ne have to enter in Edit mode. Thanks, Roberto
Zoho mail not recording emails to contacts
When I receive an email in Zoho Mail it is not captured and recorded under the respective contact in Zoho CRM. Emails sent from Zoho Mail however are recorded. Can you assist?
crm adding a new user
I am a single free user of Zoho at the moment. I am trying to add an additional user to the CRM account. I have made multiple attempts to send and resend new user request to be sent to new users email address. It does not send. I have even tried different email address and it doesn't seem to send so that the user can accept and create their own password. This was never the case in the past.
cant elminate highlighitng in a template
Hello I cant get rid of the highlighting on a template any ideas? thx
Zoho CRM
How do I create a new module in Zoho CRM? Can I group my Contacts or Accounts? If yes, how do I go about that? Thanks.
More on adding an additional user to CRM
Even when a link is sent to the new potential user and clicked on the same day the link says that it is expired? So there is no winning here. I've tried everything conceivable.
Will Phone Bridge Log calls automatically in CRM?
Will zoho automatically log that a call has come in to the contact's record? or do you need to manually click log call during the call.. I would like to have it automatically logged.. Would also be nice that is a call was missed by the contact that could be logged too... Meaning the contact called in but no one answered or the call was sent to voicemail. Is phonebridge capable or this or is there a workaround or can I hired a programmer to make it do this? Thanks Justin
How do I re-order the following?
I want to make follow ups and emails move nearer to the top... Thanks Attachments No records found Documents DesktopZoho DocsGoogle Drive Proposals No records found New Proposal Open Follow Ups No records found New TaskNew EventLog a Call Closed Follow Ups No records found Invited Events No records found Emails Sent or Received Subject Date Sent By Source Send Mail
Convert Lead page, Add custom field to Create a new Potential?
On the Convert Lead page is it possible to add a custom field to the "Create a new Potential for this Contact" section? We in addition to Amount, we'd like to add a Profit field.
How to delete Emails listed under ZMail Public Users, Email Module
It isn't possible to delete emails listed under 'ZMail Public Users'. In contray it's possible to delete emails listed under 'Sent Emails form CRM'. How can I delete those emails? Thank you for advice. @Zoho Support, I created many test emails to check inconsistencies of email integration, I must delete those in any case. Thank you.
# for filtering non-english leads, contacts, etc.
ZohoCRM allows filtering leads, contacts, etc. by the first letter. Please add the # sign for filtering non-english names. LinkedIn uses this solution.
Contact list changes from alpha to something else
When I am trying to send bulk emails, my contact list changes from alpha to something else whenever I move to the next 100 listings. This has resulted in some contacts not getting any emails and others getting multiple emails. Can you advise if this is brower related or related to Zoho. Please let me know, I need to understand how to fix this. Thank you! Christine
Can you import a spreadsheet into Zoho CRM?
I have a .xls spreadsheet that I'd like to share with my Zoho colleagues. Can it be imported as is into Zoho CRM? If so, where? Reports doesn't seem like the destination I had hoped it would be.
Standard field information does not transfer between modules
Why is it when I am writing a sales order from a contact, it will not transfer the address, or pertinent information over. It gets really annoying to have to go back and forth and copy everything. This however is not the case for accounts. I wish there was a way to just connect fields as needed via the setting and field information. Salesforce is starting to seem pretty sweet after all these limitations i keep coming across.
Firefox warning "This website does not provide identity information."
Hello all, I use Zoho CRM to manage client files for my nutrition practice. I consider confidentiality to be very important. I just noticed Firefox putting an exclamation mark near the url at the top of the page when I connect to zoho.com, including help.zoho.com/portal/en/community. When I hover over the exclamation mark a warning comes up reading, "This website does not supply identity information." I've read to be careful with using email or passing private information via sites that show this
Map Fields for Leads Conversion
Hi, there seems to be high levels of limitations as to which fields can be mapped in the different modules. In Leads it does not allow me to map lead source - why, it's the default field that is in leads and accounts modules. Zoho need to look at this for their next update. There are fields that could be included in leads that are on the accounts module, the leads in the current format only does part of the job that it could or should do for me personally. Postal Code doesn't map from lead to accounts
No birthdays - Zoho a joke?
I've just had a conversation with support and to my disgust - Zoho CRM can't do anything with birthdays. What a joke! Zoho is a joke? It's the most basic requirement of any CRM for marketing purposes? Almost all of the others can do it. It's been "on the roadmap" for 4 years. Complete joke? Has anybody managed to find a work-around to at least find a way of finding out who has a birthday today or this week? I've got a database of over 6000 customers. I can't go through them all and add "month" and
Images embedded in templates
Hello, For years, we used image files encoded as base64 which we embedded directly in our inventory templates (in HTML mode) and it worked perfectly. Recently, when i saved a modified such inventory template, all the encoded content was cleaned up, so our quotes are now broken. Why has this feature been changed and am I the only one to face this issue?
Next Page