Zoho CRM
What kind of information does the GDPR apply to?
The GDPR applies exclusively to personal data. The current Data Protection Directive defines personal data as, "any information that relates to an identified or identifiable person, or a data subject. An identifiable person is one who can be ...
Can I look at sales activities and events sorted by calendar days?
You can view both the call and event details in the calendar view. Read more about using calendar view here.
When I schedule a task in a Project, and complete this task later, how can I have this task either marked as completed or remove it from my calendar?
You can mark your task as completed by choosing the Percentage option within the task and marking it as complete. You can also select the task manually by using the checkbox next to it and marking it as Complete.
What are the different Gantt chart views that can be created?
You have two Gantt charts to choose from: The Chronology Gantt view, which gives a visual perspective to the Tasks module. The Milestone Gantt view, which lets you view the milestones, task lists, and tasks on the left and the corresponding bars on ...
How do I break down the performances of individual sales reps by month, instead of having just an annual comparison?
You can achieve this by generating a matrix report in the Deals module. Follow these steps to create a matrix report: Go to the Reports module. Click on Create Report. Select the Deals module as the primary module. Under Report Type, select Matrix ...
How can I track what company equipment, tools and computers each employee has in their possession?
You can view the modules with values, such as company equipment, tools and computers by generating a report for them. Follow these steps to generate a report: Go to Create Report. Select the module for the report. Choose the Report Type as Summary. ...
How can I extract emails across fields into a .CSV file and avoid duplicates?
You can create separate reports for the Leads and Accounts modules. Once you do this, add the email field as a column in your report and export it. This way, you can avoid duplicates.
Why am I unable to see some of the fields in Reports?
You may not be able to see some of the fields in reports if your administrator has disabled them. You can view only those fields that are displayed in your page layout. You can see all data for which you have Read/Write access, including records ...
Can I create a report based on the Note Creation Time or Note Modification Time?
Yes. You can create a report based on the Note Creation Time or Note Modification Time. You can do so by specifying the Note Creation Time or Note Modification Time criteria while creating reports.
How do I view reports?
Reports detailed, informative lists of records. Zoho CRM provides more than 40 different standard reports, and you can also create custom reports to meet your requirements. To view both standard and custom reports, click on the Reports tab and you ...
Can I store all my personal reports in a folder?
Yes, you can store all your personal reports in a folder, which can be viewed only by you and users with the Administrator privilege. You can also make report folders publicly visible to other users in your organization.
What are the different types of reports in Zoho CRM?
There are three types of reports in Zoho CRM: Tabular Report displays data as a list of records in a table format. For example, the contacts mailing list report. Summary Report is similar to Tabular Report, except the records are in a list with ...
What do FY and FQ mean?
FY stands for financial year and FQ stands for financial quarter. A financial year (FY) is a one-year period and a financial quarter (FQ) is a three-month period that an organization uses in budgets and reports. In Zoho CRM, you will come across ...
Why are some modules unavailable while creating a report?
Reports can be created for standard and custom modules. There are two main reasons why modules may not be visible while creating reports: Your administrator has restricted access to the module. To enable access to those modules: Log in to Zoho CRM ...
How can I share reports with other users?
Reports provide useful insight and valuable information that helps management decide on their budgets, marketing activities, and growth rate and improve their overall decision making. So, it is important to be able to share reports with other users. ...
Can I schedule my reports and send them to my colleagues periodically?
Yes, you can schedule the delivery of your reports and send them to your colleagues, the executive management, and non-Zoho CRM users by scheduling them to be sent daily, weekly, monthly, or yearly. Once you've configured the Report scheduler, the ...
Can I download all leads and contacts and include the industry field for each lead and contact?
You can do this by generating separate reports for leads and contacts. To create reports: Go to the Reports module. Choose the Leads module, and add the Industry field. Generate a report and export it. You can follow the same steps for the Contacts ...
How can leads be distributed equally among salespeople? Are they assigned manually or can they be automated?
You can assign leads equally to salespeople by creating an assignment rule with the round robin option. This will assign records from web forms to salespeople and make sure that they're distributed equally. Learn more about assignment rules here.
How can I display a pipeline to show in which stage my leads are?
You can use the Lead Status field to filter the pipeline status of your leads. You can also add custom values for the Lead Status field. Follow these steps to add custom values: Go to Setup > Customization > Modules and Fields Click on ...
How can I avoid duplicates between Leads and Contacts? For instance, when I send an email to a contact's secondary email address, a new lead gets created instead of linking the email to that contact.
You can enable the duplicate check by using the email address as a unique field. Follow these steps to enable the duplicate check: Go to Setup > Customization > Modules and Fields. Select the Leads module. Hover your mouse over the Email field. ...
Can reports be filtered by region? For instance, can they be filtered by zip codes?
You can't filter reports based on region without entering the details inside the record, either manually or by importing them. Once these fields have been filled in the record (city, state), you can then filter your records and display them.
I use Leadpages and can't integrate LeadPages into Zoho CRM. Is there a workaround for this?
There is no direct integration with Leadpages as of now. However, Zapier offers an integration. Try the integration here. The MailChimp extension for Zoho CRM lets you synchronize your campaigns in MailChimp with Zoho CRM. You also have the option ...
Can I create a new tab in Zoho CRM? For instance, I follow up with expired and For Sale By Owner (FSBO) listings and would like to maintain a database of just those people. Is this possible?
Yes, you can create a custom module for this. To do so, go to Setup > Customization > Modules and Fields > Create New Module. Create the specific module and add the relevant fields for the module.
How can we associate one contact to many accounts without duplication?
If you have many accounts associated with a common contact, for example one business owner may be part of three or four accounts. You will have to enter the owner's name four times to associate all the activities to the respective accounts. In such ...
Can we update/append data to existing leads? For example, when existing leads have further enquiries about a sale, they need to be manually distributed to the sales team. Can this be avoided?
You can generally identify duplicate records through a unique field, such as Email address or Phone number. If you are importing leads to Zoho CRM, you can use the Overwrite option to append the values to the existing leads. Read more about the ...
How do I transfer an attachment from one module to another when using a custom convert button function?
You can transfer an attachment from one module to another using the Upload and Download File API. Learn more about the Upload and Download File APIs here.
I converted a lead to an account. However, the data from Leads did not get transferred to the Accounts module. How can I ensure a seamless transition of data from the Leads to the Accounts module?
You can go to the Accounts module and create fields with the same field type. For instance, if you want to map the currency field from the Leads to the Accounts module, you can create a currency field in the Accounts module and save the layout. Once ...
How can I segregate leads based on the stages they are in?
You can create Custom List Views to segregate leads based on the lead status field. Learn more about creating custom list views here.
Is it possible to set up data sharing rules based on certain conditions in the fields within a module? I would like to set up a condition based on the country field and apply certain sharing rules when the country is Canada, for instance. Is this possible?
You can apply Territory Management to the Accounts, Contacts and Deals modules and set up these dynamic data sharing rules. Learn more about using territory management here.
How can I customize Zoho CRM for many different services?
Use conditional layouts to customize Zoho CRM for many different services. For example, if you have an automobile service centre which offers different kinds of service such as general service, paid service, monthly service or free service, there are ...
How can I add employee details to CRM?
All the employees who will be using CRM must be invited to join CRM by the admin. Once they join, they can add personal and official details. Please note that the number of employees you can add corresponds to the number of user licenses you have ...
Can I add or delete the values of the Industry field in the Leads module?
The Industry field is a standard picklist field in the Leads module. This field comes with its own set of default values which can be deleted or replaced and new values can be added. Go to Setup. Click Modules and Fields under Customization Click ...
How can I integrate Zoho CRM with Zoho Projects in order to have everything in one place?
Follow these steps for the Zoho Projects-CRM integration: Login to Zoho CRM with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Zoho CRM is now integrated with ...
What are the modules that can be automated from Zoho CRM?
Workflow rules can be configured for all modules in Zoho CRM. Learn more about workflow rules here.
What are the benefits of tagging records in Zoho CRM?
The primary objective of tagging in Zoho CRM is to help you categorize and prioritize records so that you can fetch them easily. For example, you can tag certain records as "Big deals" or "Tradeshow leads from Australia" or "Junk leads from ...
Can I add tags via API?
Yes, you can add tags to records via APIs.
How can I search for records based on tags added?
You can search for records on Global Search as well as Advanced Filters based on the tags. In Advanced Filters, simply select criteria as "Tag is _____" and enter the tag name. You will be able to fetch relevant records. You can also create custom ...
Are there logical operators while you search for tags? If so, will it be possible to search for [Tradeshow leads] AND [Australia Leads]?
Currently this is not possible via search. However, you can achieve the same using custom views for a module. When you create a custom view for a module, you can add criteria using the AND logical operator and save the view.
Can I push out tags from Zoho CRM to other third party applications such as MailChimp via APIs?
Currently, this is not possible. Watch this space for updates.
Can a lead tag be carried over to a contact tag?
Yes, you can carry over lead tags on conversion, to a contact, account and deal.
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