Zoho CRM
Does Professional CRM license allow field and related list security control?
Ans. Yes! Zoho CRM Professional Edition allows Field-level security. In order to setup Field Level Security, Goto --> Zoho CRM --> Settings --> Customisations --> Modules and Fields --> Select appropriate Module --> Click on Fields on the top --> ...
How do I ensure automated workflow tasks only fall on business days?
1) Go to Setup » company details » Business hours » Choose the business days as Monday to Friday as in the screenshot below: 2) When you Assign a task via workflow rules, set the due date criteria based on business days. This will ensure that the ...
How do I change values in a picklist and ensure all old data is mass updated to the new picklist values?
To replace all the existing Pick list option name to a different name in your records, we have the Replace value option in the Module & Field customization section. To do this, follow the help link. Please note, replacing the Pick list value will ...
What is the extent of Zoho's e-commerce app integration to Zoho CRM?
The integration between Zoho CRM and Zoho Commerce Application is that you would have a two-way sync between Zoho CRM and Zoho Commerce in terms of "Contacts and Products".
Gmail IMAP scenarios with users editing/deleting CRM emails and the Zoho Mail Addon
1.They delete a contact's email address and leave it as a blank field. Deleting the contact's Email address will remove all the associated existing mails with the respective contact and any future mails from that Email address will not be synced ...
Are the Lead/Account addresses visible in Google Maps?
The address fields in Zoho CRM for the Leads, Accounts (and to some extent, the Contacts) modules are structured in such a way as to be: a) generic as possible for multiple regions in multiple countries b) to link to other Zoho apps c) to link to ...
What is TFA?
In Zoho and In General TFA = Two Factor Authentication (TFA) and this is an additional security measure to ensure the Login access of one's account is said to be secured by different mediums. So while Logging into a account, the first phase of ...
Zoho CRM API version upgrade
Please watch this video to learn more about the Zoho API upgrade from v1.0 to v2.0: https://youtu.be/ETlhFkx47rg
What does 'share data with peers' mean?
The option 'Share Data with Peers' is to share the data across users of the same role.
The Probability field does not auto calculate but forces me to add a manual entry
In this case please check to see whether the Probability field has been made as a mandatory field. If this is the case when creating a deal the Probability field is displayed on screen to be filled manually. Normally the Probability field is ...
How do I run a report on line items in quotations?
For this requirement you can create a report in Zoho CRM where you can choose the "Quotes" module and "Products" as the related module. Now choose Summary report --> select fields such as product name , quantity, quote number and subject etc.. Select ...
How do I invite a new user to the CRM portal?
Add the user to the CRM portal then follow the steps below: Setup Users and Control > Users Click the user in question Click the green 'Reinvite' button in the top right of the user details screen The user will then receive an invitation email. They ...
Is it possible to filter Contacts based on ACCOUNT field values from the Contacts module?
When using the Contacts module in Zoho CRM to create views, it is not possible to filter the Contact records based on the fields in Accounts module. However, it is possible to build a workaround (in the Enterprise license) by using 'custom functions' ...
Zoho CRM Licenses and Feature Comparisons
You can check out a complete feature comparison here for each license available for ZOho CRM: https://www.zoho.com/crm/comparison.html
How does the Zoho Mail Addon for Zoho CRM work regarding storage?
When setting up the Zoho Mail Addon, it is the user's choice to configure POP3 or IMAP email integration. POP3 configuration Emails are 'copied' to the CRM and thus reside on Zoho's server for all time, regardless of whether you delete them in your ...
Do POP3 linked Zoho Mail Addon configurations retain emails after deletion from the server?
Yes, since POP3 gets a copy of the incoming mail, even if deleted from the integrated mail account the mail will be stored unless deleted in Zoho CRM.
Is there a way to check email bounces on emails sent from Zoho CRM?
To check your email bounces, Zoho CRM offers you an Email Bounce report by default. This report can be accessed from Reports > Email Reports > Bounce Report.
Is there a way to check how many custom fields I have used in Zoho CRM?
Please go to the Modules and Fields under Setup, choose the particular module you want to check the fields remaining. On the left side, under the fields types, you can see the remaining custom fields.
How can I use Zoho CRM for multiple business units?
The Enterprise version of Zoho CRM has 'Page Layouts', which allow you to build different 'pages' for your separate departments or even business units/businesses, which include different fields, layouts and even workflow. If you are not using the ...
Deleting a Zoho CRM Account
There are several steps to go through in order to delete a Zoho CRM account. Please refer to the link below from Zoho's user guide for more details. https://help.zoho.com/portal/kb/articles/how-can-i-delete-my-zoho-crm-account
Leads Concepts in Zoho CRM - Junk or Inactive Leads
If a lead declines to have any more contact with us, I take it we change the status of the lead to junk lead? > Correct. Note you can change the wording in the Lead Status field to whatever you choose. What happens to the information and data of that ...
Zoho One - The Complete Suite of Business Tools
Zoho One is an all-in-one business suite that provides access to all of Zoho's services under one license. Please check the following tips to get started to Zoho One. Once you've logged into to Zoho One, add your Company Name, desired Portal Name, ...
Zoho CRM Customers
Please take a look at the following link to see some well known Zoho CRM customers: https://www.zoho.com/crm/customers/
Does Zoho CRM integrate to LinkedIn?
Yes, Zoho has an extension to integrate Zoho CRM with LinkedIn, known as LinkedIn Sales Navigator. Please refer the link below to know more about this extensions, https://www.zoho.com/crm/help/extensions/linkedin-sales-navigator.html?src=product ...
Integration to Sage accounting software
Currently we don't have any integration with Sage. However, you can try integrating Zoho CRM with Sage using the API. Please check with the following link to know more about this: http://zohocrm.wiki.zoho.com/Zoho-CRM-API.html
Do I lose customisations if my CRM is downgraded to the free version?
Custom fields is available only in the Paid editions. After you customise (create custom fields) during evaluation (Trial Period), when it gets downgraded the custom fields and the other features will be hidden from the user interface. Upon upgrading ...
Sales Stages & Stage Wording
Sales 'Stages' are fully customisable. They can be set to mean what you want them to mean in other words, or worded as per your business terminology. You can also re-do the % weighting for each stage, which gets used in the 'weighted forecast', so a ...
How do I Change the Super Admin of a Zoho CRM Account?
The primary contact is used for all transactions, bills and communication from Zoho CRM. You can change the primary contact by following the steps given below: Log in to Zoho CRM with Administrator privileges. Click Setup > Organization Settings > ...
Are formula fields available in all Zoho CRM license versions?
The Formula fields are available in the Professional and Enterprise edition. You can add a maximum of 15 Formula fields/module.
How Does Google Contacts Handle Conflicts/Duplications?
When there is a conflict in Contacts in both Google and Zoho CRM, you can choose either the Google Contacts or the Zoho CRM Contacts to overwrite the other. These settings can be made in Zoho CRM, in the 'Zoho CRM to Google' configurations page. ...
How do I synch Zoho CRM to Google Calendar?
Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or Zoho CRM and have them updated in ...
How do I change the wording of the Contact Roles in Zoho CRM?
To change the wording of the Contact Roles in Zoho CRM follow the steps below:
Is it possible to delete only your Accounts in Zoho CRM?
Yes. Its possible to only view the other users account records by restricting the delete option and the users can only delete their own account records by using the data sharing settings. You can provide the following types of access levels to user ...
Do emails in Zoho CRM show against the sale you are working on as well as the Contact?
In Zoho CRM, after the email integration is done, the emails sent and received from a Contact will be listed under the emails section of the Deals, that are associated to the Contact. This is the behaviour and this will happen for both POP and IMAP ...
Is it possible to add fields on more than one page layout in Zoho CRM?
Yes, you can add a new field to multiple layouts. Refer screenshot. FYI: The 'Add to Other Layouts' option will be available only when the field is created.
Is it possible to trigger a Zoho CRM workflow based on a specific field update?
It is possible to trigger a workflow based on a field update. In workflow, on a record action, you will have 'Field Update' as an action. You can specify the fields on updating which, the workflow would be triggered. Refer screenshot. FYI: This ...
Zoho Mail Addon for Zoho CRM
The Zoho CRM Mail Add-on allows users to synch emails between their own email provider, eg. gmail, and Zoho CRM. Benefits Centralize all customer information and email correspondence inside Zoho CRM. Associate customers' email conversation with CRM ...
Is it possible to restrict users editing reports in Zoho CRM?
Yes. You can restrict Edit and Create access for reports in Zoho CRM based on profiles: Please click the settings icon on top right --> Setup --> Security and control --> Profiles --> Click on a profile --> Next to "Reports" ensure that "Manage" is ...
How many records can I export in Zoho CRM?
As of now the reports export in Zoho CRM will work in such a way that, the user will be able to export up to 20000 records per page (only in CSV format), in each export, using the report module. This is subject to the following conditions. A user ...
Does Zoho CRM Integrate to any Texting / SMS Apps?
Zoho CRM has applications in the Zoho Marketplace ( marketplace.zoho.com ) like Twilio, Clickatell, Message360, Plivo, SMS Magic which can installed in Zoho CRM and can be used to trigger SMS. Also, the users can make use of the webhook within Zoho ...
Next page