CRM
Deduplicate records in Zoho CRM
Zoho CRM has a built-in deduplication feature for Leads, Accounts, Vendors and Contacts. You choose the criteria to check for duplicates, CRM runs the check on the server, and you choose which data to keep when records are merged. Applies to: Zoho ...
How to set custom Campaign 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 ...
Can't add a user to CRM in Zoho One: account already exists
If you can't add a user to your organisation's Zoho CRM in Zoho One because their account already exists, the user probably has their own trial account. The user must cancel that trial account, or use a different email address, before you can add ...
Import of related records fails in Zoho CRM
When you import related records into Zoho CRM (for example, deals linked to contacts), match contacts and users by their email address, not their name. Accounts are matched by Account Name, so each account name must be unique. Applies to: Zoho CRM – ...
Use email aliases with the Zoho CRM email integration
With an IMAP email integration, you can connect only one mailbox to each Zoho CRM account. If that mailbox has several aliases, choose which alias CRM uses to send emails. Emails sent to any alias still arrive in the same inbox in CRM. Applies to: ...
Change the record owner in Zoho CRM
Every record in Zoho CRM has one owner. When an owner leaves the company, filter their records, select them and use Change Owner to reassign them, including the related contacts, activities and deals. Applies to: Zoho CRM – All clients Background All ...
Capture Account and Contact details in one form for Zoho CRM
Standard Zoho CRM webforms capture details for only one module. To capture details about a business (Account) and its contact person in one form, use Zoho Forms and integrate it with CRM. Applies to: Zoho CRM, Zoho Forms – All clients Background A ...
Create a webform in Zoho CRM to capture leads from your website
You can create a webform in Zoho CRM to capture new leads (or contacts) from your website, without writing any code. Entries submitted on your website appear in CRM automatically. Applies to: Zoho CRM – All clients Steps In CRM, go to Settings and, ...
Fix USA phone number and date formats in Zoho CRM
Zoho CRM shows dates and phone numbers in USA format when your locale is set to United States. To fix this, each user sets their own locale to their country in Personal Settings. Applies to: Zoho CRM – All clients Background Dates are shown in the ...
Share all CRM data with all users
To share all CRM data with all users, the Zoho CRM administrator changes the default data sharing permissions from Private to Read Only or Read/Write/Delete in Security Control. Applies to: Zoho CRM – All clients Background CRM is usually set up with ...
Why emails sent from CRM are always visible to other users
Emails you send from Zoho CRM are always visible to every user with access to the record, whatever your email privacy setting. The Private, Public and Custom settings only apply to emails you receive from customers. To keep a conversation ...
View calendars for all users in Zoho CRM
In Zoho CRM, you can view your own calendar, your team's calendar, the calendar of all users in a territory, or the calendars of all users. Applies to: Zoho CRM – All clients Steps Open the calendar from the calendar icon in the top right menu. ...
Create email templates in Zoho CRM
You can create email templates in Zoho CRM for automated and mass emails. Templates are handy for automating emails to leads or contacts based on events, but they don't replace Zoho Campaigns (or Mailchimp). Applies to: Zoho CRM – All clients Steps ...
Add a "Referred by" lookup field to leads in Zoho CRM
Zoho CRM doesn't link a lead to the contact who referred them as standard. You can set this up by adding a Lookup field to the Leads layout, for example a "Referred by" field that points to the Contacts module. Applies to: Zoho CRM – All clients ...
A module (such as Deals) isn't accessible in Zoho CRM
If a module such as Deals isn't accessible in Zoho CRM, the module may not be enabled. Turn it on in Organise Modules. Applies to: Zoho CRM – All clients Steps Open the Setup menu (the tools icon in the top right corner). Under Customisation, select ...