Zoho CRM
How to associate multiple contacts with a deal?
Each deal is associated to an account and each account can have multiple contacts associated to that account. Contacts that are associated to an account can also be associated to the deal. To add more than one contact to a deal, follow these steps: ...
How to import a CSV file with multiple contacts associated to a single Account/ Company Name?
You can import a CSV file with multiple contacts associated to a single account or company name by adding a column for the Account Name and another column for related contacts in the CSV File. If you import contacts using only the account or company ...
What is the difference between Last Activity Time and Last Modified Time?
Last Activity Time refers to the time when changes are made to a record, whether it is adding a note, closing a task, sending emails or just editing the fields. Last Modified Time will only capture changes made to the fields and does not include ...
How can I add existing accounts to a campaign?
You can add existing accounts to a campaign through these steps: Creating a Lookup field for Accounts. A Related List will also be created for Campaigns. For example: Label: Campaign Source (This field will be available for Accounts) ...
How can I calculate the expected revenue?
The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for the deals. Hence, you cannot enter a value in the Expected Revenue field. However, you can customize the Stage and Probability mapping that is ...
Can I convert a Lead to a Deal without creating an Account?
No. Converting a Lead to a Deal by default always creates an Account and a Contact (as in a typical B2B scenario).
Are there any limits on how many contacts you can synchronize from MS Outlook to Zoho CRM?
No, there are no limits to the number of contacts you can synchronize from MS Outlook to Zoho CRM. However, only contacts that have been created or modified over the past 90 days will be synced.
How can I link a lead to specific campaigns?
Link a lead to specific campaigns through these steps: 1. Select a lead record. 2. Click on +Add Campaigns under the Related List. 3. Select the check box(es) of the campaigns that you want to associate to the lead. 4. Click Add to Lead. Follow ...
When can I convert Leads?
A lead is a prospective customer interested in purchasing your organization’s products or services. During the follow-up process, when you reach a certain stage, like a business opportunity with the lead, (i.e. when there is a chance of further ...
How to automatically assign Leads to different users?
Lead Assignment Rules can help you automate the process of assigning leads to all CRM users. You can set up lead assignment rules based on your organization-wide lead distribution process, to ensure that leads created through import or generated ...
Can I capture Leads and Contacts directly from my website?
Yes, you can capture Leads and Contacts directly from your website using web forms. Related Links Managing Web Forms How to use hidden fields in the web form?
Can I email all contacts related to an Account?
To email all contacts related to an account, follow these steps: 1. Create a List View based on a criteria that filters out the records that need to be mailed. You need to create this view for the Contacts. 2. Use the Mass Email feature to send bulk ...
Can I convert an Account to a Lead?
No, you cannot convert an account to a lead. In Zoho CRM, only leads can be converted to accounts, contacts, and potentials. Once a lead is converted, you cannot change it back to a lead.
How do I send mass emails to only those contacts who are my customers?
Not everyone listed in your Contacts module may become your customer. If you have to send emails only to a few contacts, you can do so by filtering out the contacts based on specific criteria. To send emails only to customers follow these steps: ...
How to associate a group of accounts under a single parent account?
In Zoho CRM's Accounts module, you can create Child Accounts under a Parent Account using the Member Accounts option. Member Accounts are secondary accounts added to an existing parent account. This allows having separate accounts with different ...
Is it possible to duplicate a contact and save it as a vendor?
No, you cannot duplicate a contact and save it as a vendor.
Can I customize the Stage History details for Deals?
No, you cannot customize the Stage History details for Deals. By default, the stage history details will be listed chronologically.
How to merge duplicate records?
You can find duplicate records and merge them in two ways: Find and Merge Duplicates - Using this feature you can select the record that may have duplicate records and merge its duplicates. For more information, see Merge Duplicate Records ...
How do I import accounts with new data without creating duplicate records?
In Zoho CRM, users of the Enterprise Edition and above can use the Overwrite option while importing records. This option helps you overwrite records in CRM with similar records that you might import. You can also use the 'Duplicate Records' option, ...
How to send emails to a group of contacts based on specific criteria?
You can send emails to a group of contacts using the Mass Email Contacts feature. This is available under the Contact Tools in the Contact tab. Before you send emails, ensure that the contacts contain a valid email address.
What is a Member Account ?
Member Account refers to a Child Account or any of the secondary accounts that are associated with a Parent Account. So you can have separate accounts with different divisions within a parent company, and view individual accounts and the consolidated ...
What is an Account?
Accounts are companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account. In a typical B2B scenario (one business selling products/services to another ...
What is the difference between a Lead and Contact?
Leads are raw details about individuals or representatives of organizations collected from trade shows, seminars, advertisements, purchasing and such external sources and marketing campaigns. Contacts normally mean person(s) with whom a ...
How to associate a contact with an account if the contact has been created before the account?
From an Account's Details page, you can add only new contacts and associate them to the account.If you want to associate an already existing contact to an account, you need to update the Account Name field for the contact. Once you update the ...
Why are new Leads not listed first in "Today's Leads" list view?
You can get your leads sorted in either ascending or descending order, by clicking the Created Time column header which will sort records based on the time they were created. That will list the recently created Leads first in the Today's Leads List ...
Can I duplicate the Accounts module and save it as a Vendor?
No. You can duplicate (Clone) the record inside the selected module but you cannot duplicate the records from one module to another (Accounts to Vendors).
Is it possible to associate a contact with multiple Accounts?
It is not possible to associate a single contact with multiple Accounts. You can only associate an Account with multiple contacts.
How do I set up a parent-child relationship between accounts?
In Zoho CRM, you can set up a parent-child relationship between various accounts, through these steps: Associate existing accounts to the Parent Account: In the Account Details page, select the required account from the Parent Account look-up field. ...
How to provide users access to view only the Accounts and Contact data?
You can restrict or provide access to the various features and data in CRM, through Profiles. When creating the profile, you can specify the access that can be given to the users: View, Create, Edit or Delete. For more details on how to create ...
What is B2B?
Business-to-business (B2B) is a business transaction between two or more companies. In a typical B2B scenario the sales cycle involves a complex selling process and multiple purchasing influences.
While creating custom fields in the Leads module, can I simultaneously create those fields in Accounts, Contacts, and Deals too?
Yes. When you create custom fields in the Leads module, you have the option of creating those fields in Accounts, Contacts and Deals too. Click Setup > Customization > Modules and Fields. Select the desired Module from the list. In the Leads: List of ...
Can I add my personal contacts to the Zoho CRM Contacts?
Yes, you can add your personal contacts. However, we strongly recommend that you include only the business contacts because users with the Administrator privilege can access your Contacts.
How to synchronize my Microsoft Outlook address book with Zoho CRM contacts module?
To bring the Outlook address book into Zoho CRM contacts, you have to download the Outlook plug-in from Setup > Marketplace > Other > Plug-in for Microsoft Outlook page. Unzip the Zoho_CRM_Plug-in_for_Microsoft_Outlook.zip file. This will have ...
What does the "Email Opt Out" field mean while creating a contact?
In Email marketing, an "opt-out button" may be included to notify the sender that the recipient wishes to receive no further emails. When you enable the Email Opt Out field, the corresponding contact will be removed from your mailing lists and will ...
How can I send auto response emails to all the leads generated through web forms?
There are two options through which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in Zoho CRM, you can send common automated emails to all the users who submit ...
How are Leads, Accounts, Contacts, and Deals associated in a sales process?
In Zoho CRM, you can either manually enter leads, import them or capture lead information using web forms. At a certain point of time, the lead may show interest in your products or services and there could be a chance of further negotiations. At ...
How to capture only the email addresses using Web-to-Lead form?
1. Click Setup > Lead Settings > Web-To-Lead Form. 2. Enter the mandatory details in the Form properties; select only the "Email" field in the Fields selection. 3. Click Generate Web Form. 4. Copy the generated HTML code and paste it in your favorite ...
Are there any limits on synchronizing the number of Outlook Contacts into Zoho CRM?
You can synchronize all the contacts from MS Outlook to Zoho CRM using the Zoho CRM Plug-in for MS Outlook without any restrictions. However, if you try to import the Outlook contacts from an Excel file, you will be able to import only 1000 contacts ...
Is it possible to edit the formula for calculating the Expected Revenue for Deals?
The Expected Revenue is calculated based on the Amount, Stage and the corresponding Probability of the deal. You can change the Stage-Probability mapping to calculate the expected revenue. To map sales stage to probability values, forecast types and ...
What does the "Email Opt Out" field mean while creating a contact?
In Email marketing, an "opt-out button" may be included to notify the sender that the recipient wishes to receive no further emails. When you enable the Email Opt Out field, the corresponding contact will be removed from your mailing lists and will ...
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