Submit a Request
Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?
Is it possible to embed a web form on email campaigns?
I want to generate a lead status report to view leads that have remained in a particular stage for a certain number of days. Is this possible?
Google AdWords integration does not seem to be enabled for my account. Why?
How do I close an event so that it does not show up in the open events list?
See all 88 articles
Addons & Extras
Can I restrict the reports only to certain selected users?
How can I set up an email account to share all customer emails with other users?
When I edit a document in a Google doc will the changes be reflected in the attached document in CRM?
Can I receive emails from my new leads and contacts?
How to set time zone in Zoho CRM?
See all 206 articles
Can I create a report based on the Note Creation Time or Note Modification Time?
Why am I unable to see some of the fields in Reports?
Why am I unable to create reports for certain modules?
How can I create reports and share them with other users?
Can I store all my personal reports in a folder?
See all 17 articles
Billing & Payments
How can I cancel Zoho CRM account permanently?
How to subscribe for additional file storage?
Does Zoho CRM charge me for the inactive users?
How to update my Credit Card information?
When I upgrade from the Free Edition, what happens to my existing customization?
See all 24 articles
What are all the various sources of cases?
Is it possible to send replies to customer queries from the Cases module?
In my web-to-case form, the entries are not getting associated to the relevant contacts. What should I do?
Why are cases submitted through websites not captured in the Cases module?
Can I change the format of the Case Number?
Can I export only certain selected records from Zoho CRM?
How do I import records and assign them to other users in my organization?
How can I get access to the "Deduplicate" tool?
How do I import notes into Zoho CRM?
How do I import my leads into the Zoho CRM account?
See all 33 articles
What will happen if I do not specify a value for the newFormat parameter while fetching records?
Is the API key user-specific or organization-specific?
Can everyone in a company use the same API Key?
What is the format of the xmlData parameter for the insertRecords and updateRecords methods?
See all 39 articles
Do I need to be a paid customer to use the Mass Email functionality?
How can I send mass emails to 2000 contacts?
Why is my signature not shown in the email messages that I send from Zoho CRM?
Why do we have the secondary Email address in Leads and Contacts?
How can I track the leads/contacts to whom I have sent emails in bulk?
See all 22 articles
The administrator added me as a user, but I haven't received any login credentials. How do I access my emails?
How to confirm my Zoho Account?
I have lost both my User ID and password. How do I retrieve my login information?
Can I host web forms in my server?
How can I change the currency in Zoho CRM?
See all 97 articles
Can I add columns to the Invoice or Quote template?
How can I create quotes in different currencies?
Can I create quotes, sales orders, purchase orders and invoice templates?
Can I change the autonumber field for quotes and invoices?
Why am I unable to delete a Product?
See all 37 articles
Can multiple web forms be created?
How to add fields in an existing web form?
How many emails can I send per day from Zoho CRM?
How do I associate campaign with other records?
How to export campaigns data to the external sources?
See all 47 articles
How do I implement multiple currencies in my web forms?
What happens to the Currency Locale field under Company Details?
How can I delete the currencies that I am not using?
What are the important things I need to know before activating multi-currency?
How can I activate multiple currencies for my organization?
See all 18 articles
How to customize Related Lists?
How to modify pick list values?
The custom fields that I create for leads do not get transferred when I convert the leads to an account. Why?
How can I create a Formula number field with the 'If, Else' statement?
How to customize tax rates?
See all 101 articles
Can I create two leads under the same company account? If so, can all those leads be added as contacts to an Account?
Why are the leads captured through the web forms not visible under the Leads tab?
How can I convert Leads to Contacts without creating an Account for them?
Why am I not able to enter the Expected Revenue for Deals?
How to create my Open Deals View?
See all 152 articles
In the Free Edition, every user I add has the Administrator Profile. How can I change that?
How do I terminate Zoho CRM access for an employee who is leaving the company?
Why should I verify and confirm the email address that I used to sign up for Zoho CRM?
How do I change my password?
How can I share data only with certain selected users?
See all 43 articles
How many emails can be sent per day using the workflow alerts?
How many alerts, tasks and field updates can I associate to a workflow rule?
When my account is downgraded, what happens to the Scheduled Actions?
How can I disable workflow rules for Standard users?
I want to be automatically notified of idle records in CRM. Example, when a lead has remained in a particular status for more than 14 days, an email should be automated to sales managers in CRM. Is this possible?
See all 9 articles
If I delete a user, does it cancel the user's license as well?
Can I re-invite a user that I deleted?
I have been deleted from my Zoho CRM account. Can I sign up for another CRM account?
Every time a Survey response is sent by a contact, a duplicate record gets added under Contacts instead of updating the existing record. Why?
The View Response link is not displayed for some emails sent. Why?
See all 151 articles
I have configured a Blueprint. But records have not entered the process even though they meet the Blueprint criteria. Why?
Is there a limit to the number of Blueprints I can create in Zoho CRM?
Can Workflows or Approvals or Assignment rules overwrite Blueprint?
Can I configure more than one common transition?
Can a Transition Owner execute a Transition even if he/she does not have access to the record?
See all 8 articles
Help Desk Software
by Zoho Desk