Zoho CRM
How can I set up unsubscribe form in my email templates?
You can use the unsubscribe form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. Follow these three steps to setup the form: Step 1 - Provide the Return URL and generate the HTML code for the form. ...
Does the Zoho CRM App for iPhone work in the offline mode?
Yes. You can continue to work on the local data stored in the device even when you lose connectivity to the internet. The changes made to your data will be synchronized to your online account automatically when your iPhone device connects to a ...
From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone.Related Link Installing ...
How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Personal Settings > Account Information. In the Account Information page, click Edit for the Signature section Specify the ...
What are the prerequisites for installing Zoho CRM App for iPhone?
You need to have the following before you install the Zoho CRM Native app for iPhone: Zoho CRM requirements: A valid and active Zoho CRM Account. Mobile Edition activated for your account. The permission to view Zoho CRM modules iPhone requirements: ...
How do I get to access a record that is not downloaded in my device?
You can use the "Search in Server" feature to access a record that is not already downloaded in your iPhone.
How many emails, tasks and field updates can I configure in a Macro?
You can add 1 email, 3 tasks, and 3 field updates in a Macro.
I created a campaign but when I try to convert a lead, I don't see any campaign in the look up. Why?
In the Convert Lead page, the Campaign Source field lists only the campaigns to which the selected lead (that is being converted) is associated. It does not list all the campaign records available in your Campaigns module. So please check if the lead ...
Can I sync my existing email client with CRM email?
Yes, you can synchronize your emails from existing email clients and track them efficiently in Zoho CRM using POP/IMAP.
Can I use my Gmail ID to access Zoho CRM app on the iPhone?
You can access Zoho CRM using only the primary/secondary email address that you have registered. You can always change the primary email address to a Gmail address. Follow these steps to change the primary email address.
How do I sync Zoho Mail Calendar with my Zoho CRM Calendar?
Go to calendar.zoho.com Click Settings > Zoho Apps > select Zoho CRM. Click Synchronize. That's it! All your events you create in either calendar will now sync with each other. Please note that Zoho Calendar allows integration with many calendar ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
How is IMAP different from POP3? Why should I use IMAP Configuration for Zoho CRM?
IMAP and POP3 are simply methods or protocols used to access email. Both could be beneficial depending on what your requirement is. If you use POP3, your emails will be downloaded from the POP3 server to your mailbox inside Zoho Mail. But if you ...
What are macros?
Macros are a feature that lets you execute a bunch of tasks for select records quickly. Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead ...
Who is a Super Admin?
The Super Admin in Zoho CRM is one master administrator for the entire CRM account. Besides this, communication regarding billing and other financial transactions concerning Zoho will be held with the Super Admin.
Can I remove the Feeds tab?
You cannot remove the Feeds tab. However, you can hide the Feeds tab at the organization level. If you hide it, none of the users in your organization’s account will be able to see it. To hide the tab, Click Setup > Customization > Modules and ...
Does Zoho CRM integrate with Quick Books?
Zoho CRM has built an extension to integrate with Quick Books. This will directly install Quick Books to your Zoho CRM account. Click this link to install the extension: https://marketplace.zoho.com/crm/zoho-crm-integration-for-quickbooks
Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...
The existing alerts and tasks that I created are not listed when I try to associate them to a rule. Why?
For a workflow rule, all alerts and tasks will not be listed. Only the alerts, tasks and field updates which have the same Record Type as the workflow rule will be listed. For example: If the rule is for Leads, then only the field updates, tasks and ...
How many emails can be sent per day using the workflow alerts?
You can send either (No. of Users x 100) or 5000 emails, whichever is lower, using workflow alerts in the Paid Accounts. In the Free Accounts, the limit is 200 emails per day while for the trial accounts, it is 10 emails per day.
I want to create a new module and associate it to the Leads and Accounts modules. Can the information from these modules be mapped to a new template?
Yes, you can create a custom module and associate it with leads and accounts, using the look-up function in the custom module layout. You can also map the information from these modules to a new template using merge fields.
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user with the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' permission ...
I want to be automatically notified of idle records in CRM. Say, when a lead has remained in a particular state for over 14 days, an email should be automated to sales managers in CRM. Is this possible?
Yes. You can automate an email notification if a lead has remained in a particular state for a long period of time, say 14 days. Use scheduled actions in workflow rules to do this. Here's how you create scheduled actions in workflow rules: ...
How many alerts, tasks and field updates can I associate to a workflow rule?
You can associate a maximum of 5 alerts, 5 tasks and 3 field updates to each action (Instant or Scheduled) to a workflow rule. However, this count varies on edition you are using. In the Free Edition, you can associate a maximum of 5 alerts and 5 ...
What are Time-based Actions?
Time-based Actions are a combination of alerts, tasks, and field updates that are triggered at a specified time after the rule is executed. You can create a maximum of 5 time-based actions and associate them to a rule. There are two ways to associate ...
When my account is downgraded, what happens to the Scheduled Actions?
Scheduled Actions are available only in the Enterprise Edition. So when your account is downgraded, all scheduled actions for the records will be deleted.
Can I delete users from my account?
As a company policy, you cannot delete users from your account. You can deactivate users in your Zoho CRM account. When you deactivate a user, the user will no longer be able to access the CRM account. You are free to use the same user license to ...
Can I edit the email address of my users?
No, you cannot edit the email address of the users. The users have to edit their email address themselves. The users can change their email address by following the steps given below: Log in to http://accounts.zoho.com. In the My Profile Info page, ...
How to change the role of the user?
You can change the role of the users by following the steps given below: Log in to Zoho CRM with with Administrator privilege. Click Setup > Users and Control > Users. In the Users page, click the Edit link corresponding to the user for which you ...
Why am I not able to add a new user?
You may not be able to add a new user if: You do not have the user license to add more users. You are not the administrator. Only users with administrator privileges can add users. The user you are trying to add may already have a Zoho account.
Is there a way to add users and give them read-only privileges?
Yes. You can edit the settings in Zoho CRM so that a user you've added can just view records and not work with them. To get this done, follow these steps: Click Setup > Security Control > Profiles. Click on + New Profile, and create "Custom Profile - ...
How do I change my password?
Follow these steps to change your password: Click on your login name and then click My Account. 2. In the Zoho Accounts page, under Security, select Change Password. 3. In the Password page, specify your Current Password and New ...
How can I add an existing Zoho CRM user to my company's CRM account?
You can add a user to your company's CRM account if the user's email address is not already used to create an account in Zoho CRM. In such cases, when the email address of the user is not available, you have two options: Option 1 - Replace the user's ...
Why should I verify and confirm the email address that I used to sign up for Zoho CRM?
After signing up with Zoho, it is crucial to verify your email address. You need this to confirm that the email address does not belong to someone else and that you have not typed it wrong. You will be able to use the email options available within ...
How to deactivate users in Zoho CRM?
You can deactivate users through these steps: Click Setup > Users and Control > Users. In the Users page, select the user that you want to deactivate. Click Deactivate. You will get a message. Click I Understand. Deactivate Now. Related Links Can I ...
Why are the users unable to view records that the Administrator can view?
By default, the data sharing and data viewing options in Zoho CRM account are based on hierarchy. Users at the top level of the organizational hierarchy will have access to all the records, while users in the lower levels of the hierarchy will have ...
How do I terminate Zoho CRM access for an employee who is leaving the company?
A user leaving your company will not be able to access the company's Zoho CRM account if you deactivate his/her account. When you deactivate the user's account, you are free to use the same user license to create a new user. To deactivate user Log in ...
I accidentally deactivated a user. Will this user be permanently removed from Zoho CRM?
No, deactivating a user does not remove them from Zoho CRM. Zoho CRM lets you activate a user again at any time. Follow these steps to activate the user again. 1. Log in to your Zoho CRM account with administrator privileges. 2. Click Setup > Users & ...
How to view the import history?
To view the import history, follow these steps: Click Setup > Data Administration > Import > Import History. In the Import History page, every import action will be recorded along with the details on the date and time that it was imported. Click on ...
How do I import tasks and events from other CRM records?
Currently you cannot import tasks and events (related to other CRM records) from the activities module. However, you can import these records by clicking on Setup > Data Administration Tools > Data Migration Wizard and selecting the module that you ...
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