Zoho CRM
What are the elements included in Zoho CRM after Zoho SalesIQ has been integrated?
A new Visits tab appears in Zoho CRM. A Visit Summary section appears in the Leads/Contacts Details page. A Related List for Visitor Tracking is created.
I am not receiving notifications in my CRM account about users’ visits to my website. What could the reasons be?
If you are not receiving notifications for visits, the primary reason could be that those visits do not meet the Tracking Rules set by the administrator. In this case, Click Setup > Apps & Add-ons > Zoho Apps > Visitor Tracking ...
Who are the leads/contacts created assigned to?
The assignment of lead/contact is based on the following options. You can choose any one of them. Chat attendee Zoho CRM user
I am not able to create a project from the Contacts module. Why?
There are two reasons why a project cannot be created from the Contacts module. There is no email address associated with that contact There is no account associated with that contact.
What happens if I deactivate a user added to a project in Zoho CRM?
When you deactivate a user in Zoho CRM, you stop them from accessing your Zoho CRM account. However, the deactivated user can continue to work on the project from the Zoho Projects account, provided he has access to it.
What happens if I change the portal associated to my Zoho CRM account?
A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...
Can I change the portal associated to my CRM account?
Yes, you can change the portal associated with your Zoho CRM account. Please note that only the user with administrative privileges can change the existing portal and associate another portal. Note: While changing a portal, all projects and the ...
How do I generate a ZSC key in Zoho Projects?
ZSC Key refers to the Zoho Service Communication Key. This is required to integrate another user’s Zoho Projects Portal with your Zoho CRM account. To generate the ZSC key in Zoho Projects, Log in to the desired Zoho Projects account with ...
Why am I not able to create or associate a project to a contact or deal?
You can create or associate a project to a contact or deal only if it is associated to an account in Zoho CRM. Note: It is also necessary that the contact has a valid email address.
Is it possible to view and associate archived projects to a Zoho CRM account?
No, it is only possible to view and associate active projects to Zoho CRM accounts.
What will be the role of the Zoho CRM users in Zoho Projects?
While configuring the Zoho Projects Integration, when a CRM user is added to a portal, the user is assigned the role of the Joint Administrator in Zoho Projects. While creating a project, the Zoho CRM user who is added as one of the project users ...
Why am I not able to see my Zoho Projects' users while associating a portal to my Zoho CRM account?
While associating an existing portal to your CRM account only active and confirmed users of your Zoho CRM account will be listed under the portal users section. You will not be able to associate the users who are part of Zoho Projects but not Zoho ...
I do not have a Projects portal. Can I create one from Zoho CRM?
Yes. You can create a new Zoho Projects portal from within Zoho CRM and then integrate the portal with your account. To configure a new portal: Click Settings > Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, ...
I skipped Client-account mapping during integration. Can I enable this option later?
No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.
There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?
The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference. You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and ...
What are the consequences of deactivating Zoho Projects integration?
When you deactivate Zoho Projects integration: The association of projects under Accounts and Contacts will be removed. The projects, which are created from within Zoho CRM, will still be available in Zoho Projects. So will the users associated with ...
I am not able to create a project from the Contacts module. Why?
There are two reasons why a project cannot be created from the Contacts module: There is no email address associated with that contact There is no account associated with that contact
The Zoho Projects integration has stopped working. Why?
These are the most common reasons why your Projects Integration could have stopped working: The Portal URL has changed: If the Portal URL in Zoho Projects has changed, Zoho CRM cannot fetch projects details and so the integration stops working. The ...
I am not receiving caller details for incoming calls in Zoho CRM. Why?
Reason: You may have used the main company number and the extension to log into RingCentral inside Zoho CRM. Solution: Use your Direct Number and the extension to log into RingCentral inside Zoho CRM.
Can I be the Group Identification User for more than one PhoneBridge Group?
No. You can be the Group Identification User for only one PhoneBridge Group. The Group Identification User can be a user with either standard or administrator profiles.
How do I enable Zoho PhoneBridge Trial for my CRM Account?
You can enable Zoho PhoneBridge Trial only if you are the administrator of your account. Follow these steps to enable the trial: Log in to Zoho CRM with administrator privileges. Click Setup > Channels > Telephony > PhoneBridge. Click Enable Trial.
Why am I not able to generate the PhoneBridge Token?
The PhoneBridge Token can be generated only by the group identification user of your Zoho PhoneBridge Group. Please check with the administrator if you are the Group Identification user for the Zoho PhoneBridge Group.
Will all my calls be recorded by default in Zoho CRM?
No. Calls are not recorded in Zoho CRM by default. However, you have an option to request a call recording. Click Setup > Channels > Telephony > PhoneBridge In the Twilio Configuration page, click Edit next to the phone number you have added. ...
What happens to a call if none of the users associated attend to it?
Depending on the status of the users, the caller will be notified that the person they are calling is unavailable or busy. Following this message the caller would be requested to leave a Voice Mail. This message can be customized in Zoho CRM. The ...
What are the PBX systems supported by Zoho PhoneBridge?
The PBX systems supported by Zoho PhoneBridge are: Avaya Elastix Asterix RingCentral Knowlarity Twilio Ringio Jive Sipgate HubThunder DuoCom NikonTel GoIntegrator Inopla Ameyo Engage Office@Hand Active PBX Aircall Kixie Vonage SynPBX Monema Spotfone ...
I want the automated messages to be read out in a different language. Is that possible during Twilio configuration in Zoho CRM?
No. Currently, Zoho CRM does not support other languages. The automated messages are in U.S English (female voice).
Why am I not able to generate the Auth Key?
The Auth key can be generated only by the group identification user of your Zoho PhoneBridge Group. Please check with the administrator if you are the Group Identification user for the Zoho PhoneBridge Group.
I am not able to make an outbound call via RingCentral in Zoho CRM. Why?
The reasons why you may not be able to make an outbound call in Zoho CRM may be these: You may have logged into RingCentral softphone on multiple devices. In this case, log out of your softphone(s), de-authorize the PC name for the primary and ...
Can I configure my Twilio account if I am on a Standard Edition of Zoho CRM?
No. Zoho PhoneBridge is available only in the Enterprise, Professional Editions of Zoho CRM and above. Please upgrade to one of these Editions to enjoy the benefits of this integration.
Who can enable Zoho PhoneBridge for my company's CRM account?
Users with the administrator privileges can enable Zoho PhoneBridge for your account.
Can I transfer a call to another user after I have answered it?
No. Currently, you can't transfer a call.
In sequential ringing, how does Zoho CRM decide who gets the call first?
The sequence depends on whoever sets the Twilio status as "online" first. For example, Jim and Ken are two CRM users associated with a call. Jim signs in first and then Ken. So Jim’s position in the sequential ringing queue is 1 and Ken’s is 2. An ...
How do I deauthorize my computers in RingCentral?
Log in to your RingCentral account as the Administrator. Click Admin Portal > Phone System. Click Phones and Devices. Under User Phones, select the required user. Click Deauthorize this Computer. Follow the same procedure to deauthorize all other ...
I had chosen to Login Later but I cannot access the Login screen. How can I log in to RingCentral?
If you have chosen Login Later and cannot access the RingCentral Login screen, click the Phone icon beside Setup and click Login. In the RingCentral Login page, enter the login credentials and click Log In.
How do I change my Outbound Caller ID dynamically for calls made via RingCentral in Zoho CRM?
You can set your Caller ID to be displayed dynamically based on your location. To do this, Click Phone System > Users > (Select User) > Outbound Caller ID > By Feature. Select Current Location as the value under Ringout from Web. If the numbers ...
I am unable to login to RingCentral as it shows me an "Invalid username or password" error. Why?
You may get an Invalid username/password error in these cases: You have not entered the country code with the number. For example, a US RingCentral number should be entered as +1 followed by the number. (+1xxxxxxxxxx) The credentials are wrong. In ...
I keep getting this number as the Caller ID that is being displayed even though all the callers are different: “266696687”. Why?
This is not a phone number, but a code that Twilio displays for any Anonymous call. The Caller ID number that Twilio displays in your Call Logs is whatever the carrier sends them. Sometimes, the originating carrier for a call will pass through one of ...
What is the “Read Format” in the IVR menu configuration?
There is no specific Read Format column in the IVR. However, the user can enter the format in which he wants the message to be read out in the Menu Message column. It could be any of these formats: Key Press followed by Menu Example: Press 1 for ...
When I click to make an outgoing call from Zoho CRM, the RingCentral softphone shows an Incoming call. Why?
RingCentral is an agent through which calls are made and received. So when you click on call to make an outgoing call from Zoho CRM, the call is first made to the softphone and then to the destination number. Hence the softphone shows this call as an ...
When I use click-to-call, the call is being placed to another sales rep's softphone instead of mine. Why?
If you have entered your organization's RingCentral number to Login instead of your direct RC number, then you will face this issue. Any outgoing call is first placed to RingCentral and then the destination number. When you enter your organization's ...
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