Zoho CRM
FAQs on Reports
1. How can I create reports and share them with other users? You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the ...
Editing Criteria Patterns in Reports
Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or. Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...
Scheduling Reports
You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the ...
Working with Reports
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or ...
Creating Reports
You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Deals, Quotes, and others. Types of Report Tabular ...
Data Analytics - An Overview
Zoho CRM enables fully customizable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through ...
Uploading Documents, Creating Files, and Other Functions
Upload Documents In the Documents tab you can upload presentations, spreadsheets, PDFs, and the like for easy access. You can upload up to 10 files at a time. Availability Permission Required Users with view, create, modify, and delete document ...
Managing Document Folders
Availability Permission Required Users with permission to create and delete documents folder in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can ...
Document Library within CRM
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...
Setting up Email Sharing
A Zoho CRM user's emails can be shared with other users in the organization's CRM account. You can choose to share all the emails, share only the emails from selected customers or keep your emails private. The email sharing settings can be configured ...
Using BCC Dropbox
When you use multiple email accounts for business, your email communication will be recorded in various mail clients. You can converge all these business communication in a single place, in your Zoho CRM account. For this, you need not configure your ...
Email Insights
Email, to this day, remains a primary mode of communication with the customer in any organization. When you send mails to several customers via a CRM, it becomes increasingly difficult to keep a track of each individual's activity on your email. Did ...
Email Parser
An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. For example, imagine you ...
Using Organization Email Address
Using Organization Email Address When you want to send emails representing your organization, you can make use of the Organization Email address. For example, when a person from sales team wants to send emails, they would prefer to send mails with ...
Email Authentication
In this digital era email forms a major part of communication in every business or organization. Companies often use different domains to deliver the message to its recipients. In such cases it's crucial to establish an email policy that can define ...
Email Limits
In Zoho CRM, you can either send bulk emails or individual emails. Following are the limits for sending emails based on your account's Edition. Please note that email limits will be set based on the organization's time zone. Limits for Individual ...
Different Types of emailing options
Email features in Zoho CRM can be looked at, in two levels: Native emailing features: Let's say you wish to send an email to a lead, but you don't have your email address configured in CRM. In such a case, can you send an email from CRM? The answer ...
Comparison Between Different Emailing options in Zoho CRM
A sales professional's primary tool is the CRM, yet most of his communication with customers happens via email. He is required to constantly switch between CRM and his email inbox to follow up with prospects and update sales details. The primary ...
Emails in Zoho CRM - An Overview
The primary problem with having CRM and a communication channel independent of each other is the lack of sales context. Following are the top three benefits of activating email in Zoho CRM. Contextual view of email conversations with a customer: A ...
Channels: an Overview
While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and ...
Monitoring Audit Log
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with ...
Requesting Data Backup
The Data Backup feature allows users with Administrator privileges to take a complete backup of the CRM data. Availability Permission Required Users with administrative profile can request for data backup. Ultimate Edition users can avail four ...
Exporting CRM Data
Zoho CRM provides you two options to export all your CRM data: Export data Request CRM data backup Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can ...
Viewing Import History
Maintaining a log of the activities performed in your Zoho CRM account is always useful. You know when a record was edited, or who added a record. Similarly, a log of the import activities is also useful in knowing who imported records, when it was ...
Importing Data to Zoho CRM
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
Migrating Data from Salesforce
Follow the steps in this document to migrate your Salesforce data into Zoho CRM. Data files from Salesforce The zip file you upload should contain all the files in CSV format and a folder named Attachments. This folder contains the source files used ...
Migrating Data from Other CRMs
Follow the steps in this document to successfully migrate your data into Zoho CRM from another Zoho CRM account or a different CRM system. Data files from Zoho CRM or any other CRMs If you are planning to use a backup of data from Zoho CRM to import, ...
Data Migration - An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...
Manage your Data
There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
Data Administration - An Overview
The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
Customize Zoho CRM for B2C
In Zoho CRM, Business-to-Business (B2B) the business process data is populated. However, customers can customize the CRM business process for Business-to-Consumer (B2C) by using the Zoho CRM Customization tools. In a typical B2C business process, ...
Customizing Setup Page
Zoho CRM provides enhanced user experience by enabling its users to customize the CRM setup page. In the section below we have listed out few benefits of personalizing the setup page: Add additional applications in the setup page Sometimes ...
Working with advanced filters
The advanced filter is a powerful search tool that enables you to extract valuable sales information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your search is based on field values - for ...
Exported language File
An exported language file consists of the following details: Language Code - Every language in CRM is represented by a unique code. When you import a translated file into the CRM account, the file is mapped to the respective language with the help of ...
Working with Translations
In a globally run business where employees and customers are spread across the globe, it is essential to have a multi-language support system to avoid any language barrier. Zoho understands this and thus provides an option to choose a preferred ...
Copying Customization
Larger companies with multiple branches or services may require multiple CRM accounts. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account individually. Zoho CRM comes ...
Using Custom Buttons
Customization is the most powerful way to build a flexible CRM system. In Zoho CRM, you can customize modules, fields, pages, links, and a lot of other elements. In addition to these elements, Zoho CRM now allows you to create new button actions with ...
Adding Links
Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. ...
Links and Buttons - An Overview
Zoho CRM offers several out-of-the-box features to extend business logic into CRM, which includes the ability to build custom fields, forms, modules, and pages to cater the unique needs of your business. In addition to this, you can now start ...
Building a Subform
Subforms - An Overview In simple terms, a subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. Your CRM data are often inter-dependent. Often, you may have the necessity to associate ...
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