Zoho CRM
Does Zoho CRM support Mac OS?
Zoho CRM is not an operating system based Software as a Service, like Mac or Windows. It is an online software and depends on the browser's capabilities. Zoho CRM supports the following browsers: Safari 7 and above Chrome 40 and above Firefox 38 and ...
How can I log in to Zoho CRM, if I had signed up through Google Apps?
You can log in to Zoho CRM using your Google, Google Apps, Yahoo, or Facebook account's log in credentials also. To login using any of these accounts, following the steps given below: Go to Zoho CRM website. Click Sign In. On the Sign In page, ...
Can events in my Zoho calendar be synchronized with events in Google Calendar?
Yes, you can synchronize the calendar entries made in Zoho Calendar with Google Calendar. You can either update the calendar entries in Google Calendar or Zoho CRM and have them updated in both. Get more details on synchronization here
How can I display a pipeline showing the status of leads when they move from prospecting to sales?
Use the Leads Status field to filter the pipeline status of your leads. You can also add custom values for the Leads Status field. To add custom values: Go to Setup > Customization > Modules & Fields > Leads. Let your mouse hover over the Leads ...
How can I link contacts to an account while importing?
You can link contacts to an Account using the Field Mapping page. Learn more about field mapping here.
What will happen to my data if I don't renew my subscription for the next month, but decide to come onboard after a period of three months?
Your data will always be safe with Zoho CRM. However, your customization will not be retained unless you upgrade your plan within a week's time.
How can I add taxes such as CGST, SGST and IGST?
Follow these steps to add taxes: Go to Setup > Customization > Modules and Fields. Select the Products module. Hover your mouse over the Tax field. Add new values to this field and specify the taxes as CGST, SGST and IGST. Learn more about modifying ...
How can I validate phone number format in Zoho CRM?
Currently you cannot validate the phone number format. This will be possible very soon. You can, however, limit the number of characters using validation rules.
What is a 'module' in Zoho CRM?
In Zoho CRM, a 'module' refers to the various tabs such as Leads, Accounts, Contacts, Products, Campaigns, Reports, and more.
Does Zoho CRM have an Offline version?
Zoho CRM's Mobile Edition lets you work in the offline mode to add, modify, or delete records, which will be saved locally and synchronized with your account, when you connect to the Internet. Beyond this, everything is online. Related Links Zoho CRM ...
Can some users have the Free Edition and the others have Paid Editions?
If some users of an organization are using the Free Edition, all the other users will also be signed in to the Free Edition.
How do I change the date and time format in my CRM account?
Date and Time format in Zoho CRM is linked to the Country selected. If you are the admin, you can change the date format for a user by selecting a particular user and changing the Country in the Country picklist. To change the date format ...
Can I upgrade, downgrade or cancel my service anytime?
Yes, there are no long-term contracts with Zoho CRM. You can upgrade, downgrade or cancel your service at any time. To know more about how to upgrade or downgrade your service, please click here.
What browsers does Zoho CRM support?
Zoho CRM supports these browsers: Safari 9 and above Chrome 49 and above Mozilla Firefox 44 and above Internet Explorer 11 and above Opera 45 and above Other requirements Enable JavaScript Enable Cookies Install Flash plug-in Install Spreadsheet ...
What are the languages supported in Zoho CRM?
Zoho CRM is available in 25 languages. Here is the list of languages: English (US) English (UK) Bulgarian Chinese (China) Chinese (Taiwan) Croatia (Hrvatski) Czech Dutch (Nederland) Danish French German (Deutsch) Hungarian (Magyar) Hindi Italiano ...
What is the attachment limit per record in Zoho CRM?
The attachment limit per record is 100 MB. You can either attach a single file or multiple files, but the total file size should not exceed 100 MB. When it comes to email templates, you can attach files upto 3 MB. You can attach records from Zoho ...
How can I add a logo to my signature?
You can add a logo/image in you signature by following the steps given below: To add an image/logo to your signature 1. Go to Setup () > Personal Settings > Signature and click the Edit icon. 2. In the Signature popup, enter your signature details. ...
How do I know which Zoho CRM Edition I am using?
You can find out which Zoho CRM edition you are using by clicking the Profile icon on the top right corner of your window. The edition will be displayed next to Subscription.
How to change the primary email address in Zoho?
You can change the primary email address for all the Zoho services by following the steps given below: Log in to http://accounts.zoho.com. Under the Profile section, click Email Address. You will see the list of all the email addresses associated ...
Can I edit the email address of my users?
No, you cannot edit the email address of the active users in your account. However, you can edit the email address of the unconfirmed users (users who have not yet accepted your invitation to join the Zoho CRM account). Follow these steps to change ...
How can I delete my Zoho CRM account?
There are multiple stages in deleting a Zoho CRM account. To delete individual users with the CRM account, you can follow these steps to delete them from Zoho CRM: 1. Click Settings > Setup > Users and Control > Users. 2. Click the user you want to ...
Does CRM storage also include mail storage for Zoho Mail Add-on users?
No. The Mail storage is the same that is provided by Zoho Mail. Zoho CRM storage does not include mail storage. However, the attachments sent with your emails are included in the CRM storage. The attachment limit varies based on your Zoho CRM ...
How to delete recurring events?
Go to the Activities module, and select those future events you want to delete. Click More > Delete > Delete all future events.
How can I filter the leads or contacts for whom an email was sent from my CRM this week?
Click on the Email Status filter in the smart filter which is available in the Leads list view. Go to Sent mails, specify the criteria as This Week and click on Apply Filter.
Can I increase the mass email limit in my account?
Yes, you can increase the limit for bulk emails up to 2250 emails per day on request. Please send the details of your requirement to sales@zohocorp.com to increase your mass email limit.
Why do we have the secondary email addresses in Leads and Contacts?
When you're using the Zoho Mail Add-on to fetch your business emails and associate them to the leads and contacts in Zoho CRM, you need to have a secondary email address. With the additional secondary email address, all emails sent/received to/from ...
How can I insert links and images in my email template?
You can insert a hyperlink by selecting the text and click the Hyperlink button in the template editor. You can use an image or a logo in your email template by following these steps: 1. Click Setup > Templates > Email. 2. Click the Edit link ...
While sending emails from Zoho CRM, why am I unable to see the email templates that I created?
While sending emails from Zoho CRM, you will be able to see only those email templates that you created for the selected module. Email Templates are module-specific. It is created for a specific record type like Lead or Contact. When you send emails ...
How can I change the email address that is used to send emails to leads or contacts in CRM?
For users who do not have Zoho Mail Add-on: The email address used to send mails to leads or contacts in CRM is based on the primary email address of the user. You need to change your primary email address as per your requirements and the same will ...
Why is my signature not populated in the email messages that I send from Zoho CRM?
There are two ways to send emails: You can send it from the Email tab (through Zoho Mail) You can send it from within a specific record (Leads, Contacts etc.)When you send it through the Email tab, the signature that you had added in Zoho Mail, will ...
How can I track the leads/contacts to whom I have sent emails in bulk?
You can send bulk emails in batches and still keep track of the leads/contacts to whom you have sent the mails. Suppose you need to send bulk emails to contacts from USA, follow these steps: Create field - You need to create a custom pick list field ...
What is the use of Secondary Email address in Leads and Contacts?
In addition to the Email address field, a Secondary Email Address has been provided for leads and contacts. You may be using Mail Add-on to fetch your business emails and associate them to the leads and contacts in Zoho CRM. With this additional ...
Do you track bounced emails in Zoho CRM?
Bounced email notifications for mass emails are not tracked in Zoho CRM. However, if the user has configured Zoho Mail Add-On, notifications about bounced emails can be tracked only for individual emails (but not mass emails). The notifications are ...
How to schedule mass emails in Zoho CRM?
You can schedule mass e-mails by following these steps: 1. Click the Leads/Contacts tab. 2. In the Leads/Contacts Home page, click on more and select Schedule Mass Email. 3. Click New Mass Mail Schedule. 4. In the New Mail Scheduler page, follow ...
Do I need to be a paid customer to use the Mass Email functionality?
Yes, you need to be using either the Standard, Professional, Enterprise or the Ultimate editions to use the Mass Email functionality. For more details on feature availability, click here.
How can I add an image to my signature?
You can add a logo or image to your signature by following these steps: To add an image to your signature Go to Setup > Personal Settings > Account Information. In the Account Information page, click Edit for the Signature section. In the editor ...
What is the difference between sending emails from MS Outlook and sending emails from within Zoho?
To track your emails from MS Outlook, you need to install the Zoho CRM Plugin for MS Outlook. In the case of Zoho CRM, all the sent emails are tracked by default and there is no need for setting anything up additionally.
Will only the emails that I send from Zoho CRM get the Opened notification in the Status column?
Yes, opening and clicking of emails can only be tracked for the emails that you send from Zoho CRM. This is done through Email insights.
I have turned on the Auto add contacts feature in MS Outlook. However all my other business emails are also ending up in Zoho Mail. How can I control this?
If you want to undo the addition of all Outlook contacts to Zoho, go to MS Outlook > Zoho CRM > Setup > Emails > uncheck Automatically Add outgoing emails to Zoho CRM.
Emails that are forwarded from one of my other email addresses end up in the Quarantine. How can I prevent this domain from going to the Quarantine?
You can specify the domain that you want to be excluded from the Quarantine in the Spam Control section. Follow these steps to add a domain to the exclude list: Login to your Zoho Mail account as the administrator. Click on Control Panel > Mail ...
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