Zoho CRM
Should I Delete Dead Leads?
Generally Leads are only ever converted once the sales person has a positive feeling that they can be sold to. This can be a gut feeling or it can be linked to a stage such as a product demonstration on meeting, or it can be linked to a defined set ...
How Do I Change the Date Format in Zoho Writer Mail Merge Documents?
In the mail merge file, click insert from the left column --> click Auto fields --> Click date --> Click on that Date --> Choose date format.
How do I create a report of Accounts with NO Contacts?
Goto Reports Module > Click Create Reports > Select Accounts module > Please leave the Related To untouched > Click continue > Choose the report type > Select the columns as per your wish > Generate the report.
How do I Remove and Replace Users in Zoho CRM when Staff Leave the Company?
Steps to remove users who have left the company and add new users who have joined are as follows, please note this is an Admin function – that is, you need to be an admin level user to do this: 1. Go to Setup 2. Select Users under 'Users & ...
Why Does a Zoho Domain Show in the cc List when cc-ing Myself on Emails Sent from Zoho CRM?
You may sometimes notice that when you cc yourself on an email in Zoho CRM, it appears (when the recipient replies to you) that your name shown in the cc list changes to something like "mydomain.com@zoho.com" The reason behind this is Zoho cannot use ...
Cannot see the custom CRM fields or sections on the front end
This could have happened because of the settings not being saved properly. Please go to set up -> Account information - > Edit -> Change the language -> Save ->then change it back to the original settings and save again. This will refresh the ...
Workflow field updates
You can update the account type field in the account module when the potential is closed - won with the help of workflow field updates. For more information on workflow rules please refer the following link: ...
Restricting Access to Tabs in Zoho CRM
You can restrict the tabs from being accessed by following below steps: Click Setup > Admin Settings > Profile > Edit the user's profile Then you can unmark the required modules in the module level permission and save it.
How Do I Customise The Contact Label Printing Fields
Edit the Mailing Label view in the Contact Module and add the columns that you need so that they will be printed in the Mailing Labels.
Zoho CRM Data Back up - what Information is saved
When you take a Data Backup, records from all the modules including Notes and Attachments will be sent to you in the CSV file format. However, it is not possible to backup the workflow, email templates and alerts.
Rules for data importing in Zoho CRM
Supported Formats You can use XLS, XLSX, VCF or CSV format for importing up to 1500 records. For more than 1500 records, only CSV format is supported. Maximum Limits Free Edition - 1500 per batch Professional Edition - 10000 per batch ...
How do I change existing currency fields to allow adding of decimal places
You cannot change the precision of an existing custom currency field, and if you want to change the precision of the currency field, then you have to add a new custom currency field. Furthermore, the same applies to any data type.
Deduplicate Records
The Deduplicate Record feature enables you to find duplicate records in bulk and merge them as one record, if required. Please note that this feature is only available in the Zoho CRM Enterprise edition. To merge duplicate records Click the ...
What is a Member Account
Member Accounts are secondary accounts added to an existing parent account. In other words, this allows having separate accounts with different divisions within a parent company, thus providing the scope to view individual accounts as well as the ...