CRM
Deduplicating records in CRM
Over the course of using a CRM system, duplicates tend to get created by accident. Sometimes it is due to users entering records twice, sometimes it is due to clients entering forms more than once. Zoho CRM comes with a Deduplication method built in. ...
How to set custom Campaing status for participants
CRM Campaigns can be integrated with other Zoho products, such as Campaigns (email marketing), and Backstage (event management) - however, it is also possible to create your own custom campaign in CRM - for example a Open House event. You might want ...
Steps to take in CRM when an employee leaves the organisation
When an employee leaves the business, you wish to retain all the details of the email trail between your contacts and this employee. Therefore - before deactivating the employee in your system, change the email integration setup from IMAP to POP. You ...
I cannot add a user to CRM in Zoho One - account already exists
It happens often that users create a trial account when they try to log into CRM (or any other Zoho Application) prior to them being invited into the Zoho Organisation. A user or CRM can only be in one organisation with each email address - therefore ...
Import of related records failing
In Zoho CRM, there is an option to import related records. In cases where a related record is associated with a record containing an email address (for example contact persons or users), the sample file shows the Contact or User Name - what actually ...
I have multiple aliases for my email - how does that work with the Zoho CRM integration?
If you are integrating your email to Zoho CRM with IMAP, you can only integrate one mailbox per CRM account. However, a mailbox can have multiple alias emails - For example - contact.person@company.com may have an alias set up as info@company.com - ...
Changing record owner in CRM
In CRM, all records must have one owner attached. But what if the owner of a record leaves the company, and you need to reassign ownership? First, it is important to understand that ALL records have an owner, that includes Tasks, Accounts, Deals, ...
How to create a webform that captures details from an Account as well as a Contact for CRM
The standard webforms in CRM capture details from one entity exclusively - for example - if you create a webform for new Contacts to register, you can only capture details that are on the Contact entity (form in CRM). If you are in the Business to ...
Creating Webforms in CRM to capture new leads from your website.
In CRM, you can create a webform to capture leads or contacts. As it is most used for leads, we will focus on that here. In CRM go to Settings, and under Developer Space click Webforms (note: you do not need to write any code): Select the module you ...
I am not in the USA, why do the phone numbers and date fields in CRM use the USA format?
The date format displayed uses the format of your locale - if your locale is set to United States, you will see the USA format of dates (mmmm dd, yyyy - or April 22, 2019). If your locale is set to Australia, the format changes to dd/mm/yyyy (or ...
We are a small business and need all data is shared with all users in CRM
In most cases, CRM is set up with a strict data sharing policy - all records are private to the owner and the people above in the hierarchy. However, in small businesses, it is much more common to have all data shared across the system, as there is ...
Emails sent from CRM are not private - no matter the setting regarding email being private or public
When you link your email in CRM via IMAP, all your email correspondence between you and an account/contact/lead in CRM is linked to the CRM record. In the Settings under Channels - Email, where you configure your email server, you'll find settings ...
Viewing calendars for all users in Zoho CRM
In Zoho CRM, it is possible to view your calendar, your team's calendar, the calendar of all users in a Territory, or all users calendar. To do this, open the calendar via the top right menu with the calendar icon, view Week, and select the view from ...
Creating email templates in CRM
It is possible to create email templates for automated and mass emailing within CRM. This is not a replacement for Zoho Campaign (or Mail Chimp), but it is a very handy way to automate emails sent to leads, or contacts based on certain events. To ...
How to add a cross referenced field in CRM (for example a field to track "referred by")
Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...
Some modules (i.e. Deals) are not accessible
It can be that modules are not enabled - You can navigate to the menu Setup (the tools in the top right corner) -> under Customisation select Fields and Modules -> Select Organise Modules -> look up the module that is not accessible and ensure the ...