Zoho CRM
How do I set up reminders for my tasks and events?
While creating a task or event in Zoho CRM, you can set a reminder for it. There are two options for reminders: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop up - ...
Can I disable Log a call option for selected users?
No. Call log is tightly integrated with the Activities module. If you want to disable it, you have to disable the Activities module for the users' Profile.
How can I view a calendar that includes other user's activities?
You can view the activities listed in another user's calendar based on the roles and hierarchy. For example: The CEO can view all the records but the sales manager can view only the records of his subordinates. The sales manager cannot view the CEO's ...
How can I change the status of tasks and events to "Completed"?
All the tasks and events that are not yet over, are listed under the Open Activities Related List and all the activities that are over, are listed under the Closed Activities Related List. Tasks refer to work that needs to be completed within a ...
What is the file format accepted by Zoho CRM for calendar import or export?
Zoho CRM accepts the .ics format for import and export in Calendar.
How can I see a list of invitees I have for an event that I have created?
Follow these steps to view the list of invitees for an event: 1. Go to the Event Details page of the desired event. 2. Under the Participants section, click the Invited link to see the list of invitees.
I forgot to invite a few participants for an event. Can I add and invite a few more participants later?
Yes. You can add participants for an event at a later point after creating the event. You can do so in the Events Details page. 1. In the Event Details page, select the event. 2. Go to the Participants section and select Add Participants. 3. Select ...
How do I create an event in Calendar?
Click the Create link in the calendar. You can also click on the date or time slot in the calendar and create events. Specify the Title of the event and Location. Select the All Day check box if you want to mark it as an all day event. Select ...
I want to be notified when an event is assigned to me. How can I do that?
In Zoho CRM’s Calendar, choose a view – Day, Week or Month Click Options > Preferences. 3. In the Preferences popup, under Notifications section select the Notify me when an event is assigned to me checkbox. 4. Click Save.
How do I change the weekly holidays in Calendar?
Weekly holidays fall on different days of the week in different countries. Follow these steps to change the days: Click the Calendar icon. Choose a view – Day, Week or Month Click Options > Preferences. Select the desired day from the Weekly ...
How do I edit an event in Zoho CRM?
You can edit an event in Zoho CRM through these steps: 1. Go to the Activities module. 2. Choose the required Event List View. 3. Select All Events and click Edit. 4. In the popup that appears, edit the required details and click Save. 5. In ...
Why am I not able to set the event duration for more than 3 hours in Zoho CRM?
While creating an event, you can set the duration for up to only 3 hours using the From and To drop-down list. This is because most events are usually conducted for 3 hours or less. However, you can manually set the duration of an event for more than ...
How do I delete an event in Zoho CRM?
You can delete an event by following these steps: 1. Go to the Activities module and choose the required Event List View. 2. Select the desired event and click Delete. 3. A popup appears asking if you're sure about deleting the event. 4. Click Yes, ...
How do I view the complete details of an event?
In order to view the complete details of an event, you must navigate to the respective Event Details page. There are two ways to do so. From the Event Quick View popup, click on the title of the event. From the Events List View, click the desired ...
Google AdWords integration does not seem to be enabled for my account. Why?
Google AdWords integration is available only in the Professional, Enterprise editions and Ultimate editions of Zoho CRM. If you're using any other edition, please upgrade to these editions to enjoy the benefits of this integration.
How do I schedule a call from calendar?
In the Calendar view, click Create > Call. Select the time you want to schedule the call for and click New Call. Click Save.
How do I edit a scheduled call in Zoho CRM?
In the Calendar view, click on the call you wish to edit. In the pop-up that appears, click the Re-schedule link. 3. Enter the new details and click Save.
How do I delete a scheduled call?
You can delete a scheduled call from the Calls details page in the Activities module. Follow these steps to do so: Click the Activities Module In the desired Calls List view, select the record. In the Call's Details page, click Delete. You can also ...
I get an overlap alert when I create a new call. What does this mean?
Zoho CRM lets you create as many calls/events as you would like to. But there is a default duration for an event and a call. For example, the default call duration is 15 minutes and the default event duration is 1 hour. If you create a schedule at ...
I want to set a call reminder 10 minutes before a scheduled call. Is this possible?
Yes, you can set a call reminder in two different ways: While creating a new call, you have an option to set a call reminder. Select "10 minutes before" from the drop-down list below. In case you want to edit this setting, you can manually change ...
How many times will I have to authenticate my credentials with Google to access Google docs?
You will have to authenticate your Google credentials only once i.e the first time you want to attach a document.
How many times will I have to authenticate my credentials with Google to access Google docs?
You will have to authenticate your Google credentials only once i.e the first time you want to attach a document.
How does Zoho CRM integrate with Google Docs?
Zoho CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.
What is Activity History ?
Once any activity (Task or Event) is completed, it is moved to the activity history section so that you can focus only on pending tasks and upcoming events.
How to set reminders for activities?
There are two ways by which you can set reminders: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop-up - On selecting this option, you can receive pop up reminders ...
What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, etc.), you can choose if you want to assign the open tasks, events and calls to the new record owner. All closed activities will remain in the old record owner's name.
Can I delete activities?
Yes. You can delete activities, if you have the permission to delete them. Select the Activities module in the Home page, go to the list view and click Delete. You can either delete a single activity or delete activities in bulk.
Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
Can I create tasks/events for other users?
Yes. You can create tasks/events for other users. For task, create a task and change the owner from "Task Owner" field and for event change the "Host" field to the required user.
How do you specify a custom view in activities to only pull activities for the current day?
In the Activities tab, you have the default view "Today's Events". You can use that view to see the current day's activities.
Can I associate an account or contact while creating a task using the API?
You can associate an account/contact to a task through API. Here is the sample XML for associating an account/contact to a task. <Tasks> <row no='1'> <FL val='Subject'>test 11111111</FL> <FL val='Due Date'>20/12/2008</FL> <FL ...
Group timesheets
We have enabled functions in Timesheet where you can view the time-log entries based on users or dates. It is also possible to view project and client reports across projects. Group By Date Navigate to Home > My Timesheet. Click the drop-down action ...
Working With Products
Products can be either goods or services, which are sold or procured by your organization. In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments ...
Inventory Management
Zoho CRM extends beyond the traditional CRM functions and supports complete sales cycle management by integrating Inventory Management features. These include Products, Price Books, Vendors, Sales Orders, Quotes, and Invoices, along with the Sales ...
Lead Conversion and Deal Closure Prediction
Sales people work hard towards building a strong sales pipeline. By predicting which leads or deals will work and which ones won't, Zia prepares you for the best and the worst of your pipeline so that you can sell more and sell better. Zia predicts ...
Zia - An Overview
In today's world, businesses deal with mammoth sizes of data that come from multiple sources. It could be a simple phone enquiry that you just had, a new follower on your Facebook page or a bounced email in your marketing campaign. Making sense of ...
Trend Analysis
Let us imagine that you are away from office on a business trip for a week and there's been a drop in the number of deals closed and revenue. Unless you check for the status manually by yourself, chances are you miss to take action at the right ...
Email Sentiment Analysis
In any organization, email is considered as an exclusive mode of communication with the customers. On a regular day, when you receive countless emails it would be helpful to know the tone of the emails, because usually the ones that have a negative ...
Zia for Workflow Rules
You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what ...
Zia Voice
Zia helps you to get instant answers for all your questions with respect to data in Zoho CRM. Zia provides a conversational interface where you can get your questions answered based on any module within Zoho CRM. For example, say you are asked to ...
Next page