Zoho CRM
In the Free Edition, every user I add has the Administrator Profile. How can I change that?
In the Free Edition, only the Administrator profile and CEO role are available. You cannot change the role and profile of the users. You can, however, create profiles and roles in the Professional, Enterprise editions and above.
How to edit CEO and Manager Roles?
Follow these steps to edit the CEO and Manager Role: Click on Setup > Users and Control > Roles. In the Roles List, click the Role name. In the Role Details page, click Edit. In the Edit Role page, update the new properties for the role. Click Save.
How can I delete users permanently from my CRM account?
When a member of your organization quits or is replaced you may have to delete that member from your CRM account. When you delete a user: You cannot undo the action. If you don't want the member to access CRM but are not sure about deleting the user, ...
How to edit the CEO and Manager Roles?
To edit the CEO and Manager Role follow the below steps: Click Setup > Users & Control > Security Control. In the Roles List, click the Role name. In the View Role page, click Edit. In the Edit Role page, update the details. Click Save.
What are the field values for importing Boolean or checkbox data fields?
The field values for importing Boolean or checkbox data fields are as shown below: If checkbox is selected - True or 1 If checkbox is not selected - False or 0Make sure that the data you plan to import from Boolean or checkbox fields contain values ...
How many records can I import into Zoho CRM?
Every Edition has a limit for the number of records that you can import. The following table gives you information on the Import Limits Zoho CRM - Edition Number of Records Free Edition XLS/XLSX/VCF/CSV Format: 1000 per batch Standard Edition ...
How can I share deals related information with more users?
You can share Deals' information with other users through record-level sharing. You need to have the Record Level sharing permission enabled in your profile to share the records. Read more about record-level sharing here.
Why can't I access my forecasts as an administrator?
There could be two reasons why you can't access your Forecasts as an administrator: Reason 1: You may have hidden your Forecasts tab. To make the Forecasts module visible again, follow these steps: Click Setup > Customization > Modules and Fields. ...
How do I ensure each Rep can only see the Forecast they own?
In Zoho CRM, you can set up an organization-wide hierarchy using the Roles module. When it comes to data sharing, users at a higher hierarchy, such as Sales Managers will be able to access the records of someone in a lower hierarchy, like Sales Reps. ...
Why am I not able to enter the Expected Revenue for Deals?
The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value in the Expected Revenue field. However, you can customize the ...
How can I customize the Stage and Probability mapping for deals?
To map the sales stage to probability values, forecast types and categories: Click Setup > Customization > Modules and Fields. Move your mouse over the Deals Module and click Stage-Probability Mapping. In the Stage-Probability Mapping page, you will ...
How to create my Open Deals View?
The default list view (All Deals) displays all the deals under various stages. You can also create Open Deals view and make it your default view from the Create View. Follow these steps: Step 1: While creating the Open Deals View, specify the ...
Can I create leads from emails?
Yes, you can create leads from emails by following these steps: Log in to Zoho Mail In the Inbox, open your customer email. In the Mail body section, click Add to > CRM > Leads. A new lead will be created in your CRM account.
What happens to the open activities after lead conversion?
During lead conversion, all the open activities related to that particular lead get automatically associated with the corresponding Account, Contact and Deal.
Can I convert a lead without creating a deal upon conversion?
Yes. You can convert a Lead without creating a deal upon conversion by selecting the Do not create a new Deal upon Conversion checkbox in the Convert Leads page.
How can I link a lead to a specific campaign?
Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from the Campaign Source pickup list. Click Save.
What happens to the open activities after lead conversion?
During lead conversion, open activities related to that particular lead get automatically associated with the corresponding account, contact and deal.
When I convert a lead to an account, do the notes get carried over too?
Yes. When a lead is converted, the notes associated to the lead are carried over to the associated account and contact. In an account, you need to select the Show all Notes check box to view the notes that are carried over from the lead.
How can I add leads that do not have company information?
By default, while creating leads, the Company name field is mandatory. However, you can make this field non-mandatory if you do not have company name information for the lead. Here is how you can do it: Click Setup > Customization > Modules. Click ...
How to create a Lead without company name?
By default, while creating leads, the Company field is mandatory. However, you can make this field non-mandatory if you do not have the company information for the lead. Here is how you can do it: Click Setup > Customization > Modules. Click on the ...
Why am I unable to see the Lead details after lead conversion?
Once the lead is converted to an account, contact or deal, it will no longer be listed under Leads. A converted lead cannot be reverted to its original state. Note: A copy of the converted lead will be listed in the 'My Converted Leads' view. When ...
What are leads converted to?
A lead in Zoho CRM can be converted to an Account, Contact or Deal. A lead may show interest in your products or services and there could be a chance of further negotiations with this lead. At this stage, you can convert the lead into an Account, ...
What happens to the emails associated to the Lead when it is converted to an Account?
Once a lead is converted to an account, the associated emails within that lead get mapped to the corresponding contacts in that account.
Can I create leads from emails?
Yes, you can create leads or contacts from emails through these steps: To add leads in CRM from email In Zoho CRM, click the Email tab. Select a particular email address. Click the email address and select View CRM Info. Specify the lead/contact ...
Can I create multiple web forms and then collect Leads separately?
Yes, you can generate multiple web forms from the CRM system and post those web forms in different web pages for collecting information. To identify separate and collective information based on the web page a lead was generated from, you can insert ...
Why are the leads captured through the web forms not visible under the Leads tab?
Leads captured through your web forms may not be visible under the Leads tab due to any one of these reasons: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. Default hidden fields - When the HTML code ...
Why am I unable to see the Lead details after the Lead conversion?
On conversion, the lead details are transferred to an account, contact and deal. Hence, the lead will be moved to the Converted Leads list view and you will not be able to see the details in a lead record. Note: Leads, once converted, cannot be ...
What are Leads?
Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other marketing campaigns. A ...
How to add the existing leads to the newly created campaigns?
Leads can be added to the newly created campaign in two ways. You can select the leads from the module view and add them to the campaign or invite leads from the Campaign's details page. To add leads from the module view Go to Leads module. In ...
Can I create two leads under the same company account? If so, can all those leads be added as contacts to an Account?
You can't directly add multiple leads/contacts under a single company in Zoho CRM. However, you can follow these steps to add multiple leads: 1. Create a lead with the company name. Click on the Leads tab, select the Company field and enter the ...
While importing contacts into Zoho CRM, can I also import notes available with the corresponding contacts?
While importing contacts, you need to map the Notes column in the import file with the Description field of Zoho CRM. This will help you import the notes along with the contacts.
What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts The records will be assigned automatically to the person who is importing the file into the Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...
How can I convert Leads to Contacts without creating an Account for them?
When you create a Lead, don't enter any value in the company field. This will ensure that an Account is not created during lead conversion.
How can I view the contact information?
You can view all the contact information by clicking on the specific Contact Name under the Contacts tab. The Contact Details Layout gives you a 360 degree view of the contact information and contains all fields, Tasks (to dos); Events (Calendar); ...
How to search for contacts using first name?
To search for contacts with first name, select the search criteria as "First Name". This can be done by including the First Name field in search criteria. See Also Customize Search Layout
How can I group contacts in my Zoho CRM account?
In Zoho CRM, you can group contacts by creating a Multi picklist field. Once you create the multi picklist field, you can create a custom view, which will allow you to filter out the contacts belonging to a specific Contact Group with the picklist ...
What are the different ways to manage my Contacts?
These are some of the methods to manage your contacts: Mass Transfer: You can transfer records in bulk from one user to another. You need to have the Mass Transfer profile permission for individual modules to use this feature. Read More Mass Delete ...
How do I send an auto response to the contacts that are captured through web forms?
You can send automated emails to your new contacts using the Email Notification option provided while creating the web forms. See Also Creating Web Forms. You can also create an Auto Response Rule that allows you to send automated emails when a ...
How to create a Contacts List View with empty email value?
You can create a List View for contacts with an empty email value by specifying the Filter criteria as Email is Empty. Note: If you had created a custom field such as Email Address, then you need to specify the same field in the criteria. Example: ...
What are Contacts?
Contacts are the people in an organization with whom your company has business communications in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM ...
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