Zoho CRM
http://crmkbase.zoho.com/wp-admin/post.php?post=3008&action=edit
Google AdWords History displays only one week’s data. Data older than a week are automatically removed from Zoho CRM.
Some of my offline conversions are not being pushed back to Google AdWords account. Why?
Offline Conversions will not be pushed to Google AdWords if the conversions do not happen within 90 days from the ad click. The names of the Offline Conversions should not be changed. If changed, then Offline Conversions will not pushed Offline ...
I am not able to view the AdWords History for the past month. Why?
Google AdWords History displays only one week’s data. Data older than a week are automatically removed from Zoho CRM.
When are my offline conversions pushed into Google AdWords?
Data for the three components (Zoho CRM Leads/Contacts, Zoho CRM Leads Qualification, Zoho CRM Sales) is pushed to Google AdWords once every 24 hours at particular pre-scheduled hour. However, the exact time of day that this happens is not standard ...
How is the ROI of an ad campaign calculated?
The formula used to calculate the ROI is, ROI = (Revenue-Spending)/Spending
Can I configure more than one Client account with Zoho CRM?
Yes. If the Google AdWords account being integrated is an MCC account, you can select any or all client accounts that you would want to be tracked inside Zoho CRM.
What is auto-tagging and why should I enable it?
Auto-tagging is a feature by which Google appends a GCLID (Google Click Identifier) at the end of the destination URL. The destination URL is nothing but the landing page that the ad leads the user to when they click it. When you enable auto-tagging, ...
Does Zoho CRM support integration of all types of Google AdWords accounts?
Zoho CRM supports integration only with individual Google AdWords accounts and My Client Centre account, but NOT a multiple MCC account. To learn more about the types of Google AdWords accounts and how to manage them, refer to: Create a My Client ...
Where can I see my Twitter Direct Messages in the Social tab?
The direct messages are also classified based on the CRM categories – customers, potential contacts, leads/contacts, unknown people. They are displayed based on the time when they were sent. Scroll down in the respective CRM streams to find them.
I don't want my sales rep to be able to tweet from Zoho CRM. Can I restrict his permission?
Yes. As the administrator of your account, you can grant or deny permission to your other CRM users in terms of the actions they can perform. On the Social tab in your Zoho CRM account, click Settings. Click the Edit tool against your Twitter ...
Can I post a DM from Zoho CRM to a person I am following on Twitter?
No. Currently you can reply to Twitter DMs from Zoho CRM. To post a fresh DM, you must do so directly from your Twitter account.
The social integration does not work for me. Why?
It may be so because your administrator has not granted your profile the required permissions. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the required profile. Under Apps Permissions for the ...
I am not able to view the Social tab. Why?
It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the required profile. Under Module Level ...
Can I send a personal Facebook Friend request to a lead/contact from within Zoho CRM?
Yes, you can. Simply visit the Lead or Contact's Details page and click on the Facebook icon. Click Add Friend. The Facebook login pop-up window appears Enter the Login details and follow the prompts.
What are the consequences of deactivating a Facebook/twitter account?
All data from the respective accounts will be removed from CRM and cannot be retrieved. However, leads and contacts added via Social will remain.
Would my personal Facebook account be bothered in any way when I use it to connect my page to Zoho CRM?
No. Your personal Facebook account will not be accessed by Zoho CRM.
How can I add an unknown visitor as a lead?
Log into your Zoho CRM account. Click the Social tab. In the Social page, go to “All” tab. On the extreme right, there is a stream of updates from unknown people. “Unknown” simply means that the users have not been added as leads or contacts in the ...
Is Social available for all users?
No. It is only available for users of the Enterprise Edition of Zoho CRM.
How many social media accounts does Social let me add?
Currently there is no limit on the number of accounts that can be added to Social CRM. An organization may add any number of Facebook or Twitter accounts.
How does the “Add Keyword” option help me while integrating my Facebook/Twitter account?
“Add keywords” is associated with the Search option in Social. As the administrator of your account, if you want to restrict your fellow CRM users from saving a search on a specific keyword, you can do so by using the “Add Keyword” option. This comes ...
How does the Search option help me?
The Search option lets you stay on top of specific topics discussed across Facebook and Twitter easily. For example, imagine you are a start-up business and you want to know what people are saying about start-ups. In the Search bar, type “start-ups” ...
I want to add another component to the “All” tab. Can I customize it?
No. Currently the “All” tab cannot be customized. By default it displays updates from your Customers, Potential Contacts, Leads/Contacts and Unknown people. It is not possible to remove or add other components to this tab.
How do I see social media updates made from accounts configured in Social?
Click the Social tab. Click the organization icon . All posts made by you on all accounts are displayed. You can select a particular account from the list of accounts displayed on the left.
I keep receiving notifications about updates on a record that I never followed. Why?
Even if you do not intentionally follow a record, you become an auto-follower of the record when, you comment on a record update in Feeds you are mentioned in a comment to a record. As a result you will start receiving notifications whenever the ...
Why should I use Zoho CRM?
Following are some good reasons why you could use Zoho CRM. Easy-to-use interface and simple language 24/7 support Integration with third party applications is easy Zoho provides you with a suite of other cool business apps. For example, let’s say ...
What is CRM? Why should I use CRM software for my business?
CRM stands for Customer Relationship Management. As we all know, in the business world, time equals money. Your time is better off when invested in taking care of your core business rather than operational tasks such as noting down reminders and ...
Who can activate territory management?
Users with the administrator profile can activate or deactivate territory management.
Who is a territory manager?
A territory manager in Zoho CRM is a user who manages a territory and its sub territories. The territory manager can perform the following actions for territories: Manage territories and its sub territories. Set forecast targets for users in the ...
What will happen if I delete a territory?
If you delete a territory: You cannot recover the territory details. If it has sub territories, you will be asked to transfer them to another parent territory in the hierarchy. The territory details will be available for the previous and current ...
Can a user be part of more than one territory?
Yes. A user can be a part of more than one territory.
Who can create forecasts?
Users with administrator profile can create forecasts. Territory Managers can set targets for their territories and sub territories and the users in them.
Can I disable Territory Management?
Yes. Users with administrator profile can disable territory management feature for the organization account. On disabling this feature the following will not be accessible: All the information related to territories in the Accounts, Contacts and ...
What if a territory is not assigned with a manager?
The parent territory's manager will administer the territory which does not have a manager.
Some customizations in my email templates are not reflected. Why?
Some of the customizations that you make in the HTML code of your email templates will not be reflected in the templates. Following are two such code customizations that will not work. 1.Avoid using Proprietary Styles and Custom Tags as they ...
I added a custom view but why am I not able to view the same in the mobile app?
When you make some customization changes in your CRM account, you may not view the same changes in the mobile app too. These changes include adding/editing/deleting custom fields, renaming tabs, adding/modifying custom list views, etc. In order to ...
Will the emails sent using Macros be listed under a record?
Yes, the emails sent using the Macros feature will be listed under the related record. Please note that the mail is sent to the email address provided in the Email field. In case the Email Opt-Out option is enabled, the mail will not be sent.
Why am I not able to see the 'Run Macro' button?
The Macros features and the 'Run Macro' button will be available only if you have all the three profile permissions mentioned below: Mass Email Mass Update Create ActivitiesRelated Topic Managing Profiles
How many records will be downloaded to the device on installation?
Initially, when you sign in to your Zoho CRM Account from your iPhone, 1000 records in the Contacts module and 200 records each in all the other modules will be downloaded.
Can I attach more than one document at a time to a record?
Yes. You can attach 5 documents at a time, provided the total size of the attachments (files) does not exceed 20 MB.
How to schedule mass emails in Zoho CRM?
You can send mass emails based on your Zoho CRM Edition. 12 AM to 11.59 PM GMT is considered as one day, to calculate the email count. The mass emails per day, per company includes Autoresponders, active email Schedulers, Macros and Mass emails.You ...
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