Importing Into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields
How to integrate Zoho CRM, Zoho Forms and a WIX Web Site
Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
Tracking UTM Campaign information in CRM
Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit. Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details? Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field in the Leads module called 'Referrer
Quick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!
Generating Commercial Invoices and Packing Slips
The generation of the basic document sets is not difficult from Zoho CRM however a number of our clients requires a full set of documents which can include Proforma Invoices, Commercial Invoices, Delivery Notes, Shipping Notice and Packing Slips . Overtime we have created an environment that allows these documents to be generated. We have a lot of customers shipping from China worldwide so many documents are required. This video only shows the documents being generated rather than how we have achieved
Leverage Social Media for Getting Leads | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey folks, This Thursday at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Automate and Be Productive with Workflow Automation | Zoho CRM
Whether small or large, Zoho CRM is the method to keep up with it if you own a developing business. You're probably limited on resources or time to run a thriving business. Getting more done in less time is crucial for most firms, as is maintaining a
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
Sell on the Go with Zoho CRM
Sales are all about closing deals and generating revenue. It is not something that can only be accomplished by making calls or sending emails from a desk. Many times, you have to travel as well. When you are on the road, you will need a CRM mobile application
10 Common Zoho CRM Mistakes and How to Avoid Them?
The customer relationship management systems have been helping many businesses grow by streamlining the entire sales process. However, the most important requisite for the CRM structure to perform well is a successful deployment of the system. There are
Focus on Converting Leads With Advanced Filters of Zoho CRM
The Advanced filters in the online Zoho CRM system, are one of the greatest ways to understand the ways in which CRM works while discovering important insights in no time. It is a powerful search tool that allows you to extract valuable sales information
Creating a field to add the Month from a Date field
Hi All We have had requirements in the past were clients needed a field to show only the month from a date field. This is a common requirement for fitness centres or other businesses needing to show a report on things like 'Client Join Month'. This can be achieved by adding a Formula field to your module (leads, contacts, accounts etc) in CRM. Here's is the nifty formula to add to the formula field: If(Month(${Contacts.Join Date})==1,'January', If(Month(${Contacts.Join Date})==2,'February', If(Month(${Contacts.Join
ZOHO CRM
hi, Zoho CRM Reset all values into much more decimal instead of 2decimal. when you edit records and make changes into currency field into 2 decimal after save. it again edit it shows 10 decimal places please check this issue is on high priority
Emails going to Spam sent from Zoho applications
Hi all We have had cases with clients as well as in our own business where emails sent from Zoho applications and being caught in spam or even quarantined in the receivers email system. As an example we were having issues with all invoice emails sent from Zoho Books going to spam. As you can imagine this was causing huge issue because we weren't receiving payments for invoices which was effecting cashflow. Estimates also weren't being received so we even lost potential sales! We couldn't figure
Quick Wins #1 - Sending Emails from the Vendors Module
Hi All We have set up a new video series called 'Quick Wins' to help Zoho users get the most from their CRM and other Zoho applications. The idea for this video series has come about from actual requests and use cases from our clients who needed quick automations or workarounds to help them save time in their business. The walkthrough videos in this series will be cover quick simple automations and tips that you can learn / set up yourself in less then 30 minutes. Welcome to the very first walkthrough
Use Widgets to create a polished Zoho Process
New Enquiry > Detailed BOQ Estimate > Contract > Deposit Invoice > Custom Project and Schedule in less than 12 minutes. This is our 4th Video that demonstrates how to improve Zoho process using widgets. If you haven't seen widgets in use, it's really worth watching. We wanted to create awesome affordable solutions for Zoho Customers. The install cost to our clients ranges from $195 to $495 per widget, saving clients thousands of dollars on developing solutions themselves. We are now starting
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey everyone, Tomorrow at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Creating 'Sanity' Reports for Automated Processes
Hi all Have you created workflow automations in your CRM using Custom Functions or have other critical automations in place that you are dependant on working 100% of the time? If one of these processes don't work how would you know? Yes, there is a failure report for Custom Functions however you need to manually check this all the time, it doesn't notify you of errors as they occur and it doesn't give you a clear reason for the failure. Also there maybe cases where an automation doesn't update records
Creating field validation rules to prevent special characters
Hi to all! This is our very first Partner Speak on CRM. Here is a hot tip that you can set up in your CRM in minutes. One problem Sales teams / CRM admins face is special characters randomly added by users to a name field in CRM. Special characters on fields can cause issues when it comes to automations, merge fields and integrations. To counteract this issue a field Validation Rule can be created to include all the special characters that are not allowed on a field followed by a customised error
Outlook 365 IMAP issues with CRM - Hot Tip
Hi All Wanted to share this 'Hot Tip' case with all CRM users who have integrated their Outlook 365 with Zoho CRM via IMAP. This may also save you hours of frustration. We had a client case recently where they were getting very frustrated with emails not showing in CRM that had been sent from their leads and contacts in CRM. The SalesSignal was showing that an email had been received however the Email 'Messages' area at the top weren't showing the email received. Also when they checked the contact
Creation of POs from a Sales Order
We have had a number of customers complain about the need to manually create a PO or multiple POs for each SO they raise. To assist in this process and to ensure accuracy in the process we have written a script to solve this problem. This video lets you see the solution rather than how to create it.
PartnerSpeak - An exclusive forum space for partners to share product resources.
Zoho has long wanted to provide an exclusive space for our partners on the Community where they'd get to connect with all the other members. We've had several of our partners producing amazing knowledge resources around Zoho products. This forum space,
Zoho Webinar - Stump the Chump! (Q&A with a consultant)
Hi everyone, Wanted to let you know that my consultancy, ZBrains, is hosting two webinars this month with the theme of Stump the Chump! The idea is that our CEO and Chief Solutions Architect, James Converse, will be able to answer any Zoho-related question you throw at him - and, if he can't, we'll send you a $5 Starbucks gift card. Here are two links to RSVP. We'll send you instructions on what to do after you sign up! January 19th, 9 AM PST: https://forms.zohopublic.com/zohopc17/form/StumptheChumpWebinar/formperma/5M_3f1304e0m6__10E111gae4
TWiZ - This Week In Zoho - Episode 1
Just launched. Enjoy. thisweekinzoho.com

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Use Widgets to create a polished Zoho Process
New Enquiry > Detailed BOQ Estimate > Contract > Deposit Invoice > Custom Project and Schedule in less than 12 minutes. This is our 4th Video that demonstrates how to improve Zoho process using widgets. If you haven't seen widgets in use, it's really worth watching. We wanted to create awesome affordable solutions for Zoho Customers. The install cost to our clients ranges from $195 to $495 per widget, saving clients thousands of dollars on developing solutions themselves. We are now starting