Zoho CRM Questions
Zoho CRM Team Users
December 2024 Understanding Team Users in Zoho CRM A Team User in Zoho CRM is a type of user with distinct permissions and capabilities compared to a regular CRM user. While they have limited access to organisation-level modules, they enjoy full ...
Introducing Zoho CRM Cadences Studio
May 2024 Introducing Zoho CRM Cadences Studio: Empowering Marketing and Sales Strategies Introducing Cadences Studio: a sophisticated tool from Zoho CRM, meticulously designed to elevate marketing and sales strategies. Its intelligent automation ...
Zoho CRM Improved Validation Rules
May 2024 Zoho CRM Editions: Professional Edition and Above Zoho CRM Improved Validation Rules Zoho have introduced new configuration options to enhance the flexibility of Zoho CRM Validation Rules. With these enhancements, you can: Quickly validate ...
The New Zoho CRM Plus
May 2024 Availability: Now for new signups, Existing Zoho CRM Plus users on request The New Zoho CRM Plus Zoho are now including Zoho Cliq within Zoho CRM Plus, enhancing collaboration across sales, marketing, and service teams to elevate customer ...
Enhanced Search in Zoho CRM, Follow Up Actions and Ask Zia
Mary 2024 Availability - Global Search Enhancements - All Editions of Zoho CRM Availability - Ask Zia in Global Search - Zoho CRM Enterprise edition (20+ user licenses), Zoho CRM Ultimate Edition excluding Japan and Canadian Data Centers The Zoho CRM ...
Zoho CRM - Introducing Rich Text Fields
January 2024 Enterprise and Ultimate Editions of Zoho CRM Introducing Zoho CRM Rich Text Fields Why Rich Text? Until now, multi-line fields only allowed plain text, restricting formatting choices like font styles and colors. Upgrade with rich text ...
Zoho CRM - New Webform Features
January 2024 All Editions of Zoho CRM Publish Zoho CRM Webform Via A Link Capture more Leads by sharing Webforms through links in Emails or Social Media, simplifying user interaction and boosting engagement. For instance, in an email campaign, ...
Zoho CRM - New Timeline Interactions Tab
December 2023 Zoho CRM Enterprise and Ultimate Editions - Leads and Contacts Module Release Plan: Being rolled out to customers in a phased manner from the middle of January 2024 As well as revamping the Zoho CRM Timeline, Zoho have added a new ...
Zoho CRM - New Enhanced Timeline
December 2023 All Editions of Zoho CRM Release Plan: Being rolled out to customers in a phased manner from the middle of January 2024 The Zoho CRM Timeline has always been a key tool in understanding and analysing the history of a record. From ...
Introducing Data Model for Zoho CRM
November 2023 What is a Data Model? Zoho CRM consists of a number of entities - system modules, custom modules, subforms, linking modules and picklist history. These entities connect together to form your instance of Zoho CRM. The Data Model for Zoho ...
Enhancements to exporting data from Zoho CRM
November 2023 Zoho have released a number of enhancements to the Export data feature within Zoho CRM: Limit has been increased to export up to 200,000 records per export Download link available for 7 days to allow multiple downloads Choose the data ...
Export directly from a Zoho CRM Module View
November 2023 Limit of 200,000 Records can be exported per each export Historically if you wanted to extract data from your CRM you either needed to create a Report or select the Export Data option in Setup. There is now a much simpler way to Export ...
Redesigned setup page in Zoho CRM
November 2023 Timelines: Changes will be introduced in phases. A deadline of end of November has been set to migrate existing Users. New signups will be on the new setup. If you are struggling to find a feature, don't forget that you can use the ...
New field created in Zoho CRM doesn't appear in Zoho Analytics
November 2023 Scenario - you create a new field in Zoho CRM, wait till the next sync with Zoho Analytics (either manually initiated or automatic) and the field is not in the data tables in Zoho Analytics. This is a common issue when a new field is ...
Zoho CRM Email - Send Emails from Account Level
Zoho CRM Email - Send Emails From Account Level 18th October 2023 Historically, with Zoho CRM, you could only send Emails from aContact Record (Leads or Contacts). There are times where you might be working at Account level and need to send an Email ...
Zoho CRM Email Credibility
Zoho CRM Email Credibility 16th October 2023 If you are using Zoho CRM to send emails - be that emails triggered by workflows, individual emails or mass emails - then you need to understand what your credibility is. Email credibility, in simple ...
Zoho CRM Email Authentication
Zoho CRM Email Authentication 16th October 2023 When you use a third party application to send email on your behalf (for example Zoho CRM), you should always utilise Email Authentication. Email Authentication is a method of verifying your domain so ...
The new Zoho CRM and Office 365 Calendar synchronisation
The new Zoho CRM and Office 365 Calendar synchronisation 4th October 2023 Zoho have a launched a new Office 365 Calendar Integration with Zoho CRM. This integration offers multiple significant advantages over the previous integration that empower you ...
Zoho CRM - Wizards
When creating a record or editing a record in Zoho CRM a long form can be daunting and complex to complete. Using Zoho CRM Wizards you can break this complex data capture into manageable sections that prompt the User on correct and timely data ...
Zoho CRM - Zia Prediction Builder
Zia's prediction builder is a toolkit for CRM administrators to build custom predictions in their business. You can use Zoho CRM Zia prediction builder to predict growth by year, costs, taxes, salary expenditure, the likelihood of winning or losing a ...
Zoho CRM - Zia Vision
Zia is Zoho's machine learning (artificial intelligence). Zia can recognize and classify the images of people and objects in CRM. You can train Zia to identify different objects using pre-trained object classifiers or your own images. Availability: ...
Zoho CRM - Multiple Sales Pipeline
A sales pipeline is a representation of where potential customers are in the sales process. An example of a sales pipeline would be: Zoho CRM Sales Pipeline Example The challenge you have is that historically Zoho CRM had a single sales pipeline. ...
Zoho CRM Tags
To find out more about tags in Zoho CRM visit: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records Published: April 2020
Data storage in Zoho CRM
In January 2020 Zoho introduced limits on data storage in Zoho CRM. What does data storage mean? Data storage is different to file storage. File storage is the physical storage of data, for example uploading a PDF Contract to a Contact record. Zoho ...
Zoho CRM Enterprise Edition individual and total field limitations
Zoho CRM Enterprise Edition allows to have a maximum of 300 custom fields be module. However different field types have individual limits, i.e. how many you are allowed per module. The key fields are as follows: Field Type Field Limits String Fields ...
Zoho CRM Image Upload Field
Zoho have started rolling out Zoho CRM Image Upload Field in phases to new and existing customers. The Zoho CRM Image Upload Field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be ...
Data Backup Zoho CRM
Within Zoho CRM Setup page under the section "Data Administration", there is an option called "Data Backup". This both prompts concern from customers as well as questions. The concern is "doesn't Zoho Backup our data". The answer is yes. If you are ...
Zoho CRM Telephony - which telephone companies integrate with Zoho CRM
The answer is more complex than a standard list. There are a number of companies on the list, but not all operate or provide service in your country or region. Next with Zoho CRM Telephony, not all companies offer the same services and / or integrate ...
How do I automatically convert a Lead in Zoho CRM?
Scenario When you are working in Zoho CRM, typically the first point of contact that a potential customer has with you is as a Lead. From here you either need to Qualify them out (Junk Lead, Not Qualified, Unable to do business, etc.) or Qualify them ...
Microsoft Teams Zoho CRM
There is an integration available for Microsoft Teams and Zoho CRM. Details of which can be found at: https://www.zoho.com/crm/help/microsoft-teams-integration.html However, it is only currently available for customers who are on a .com instance of ...
Blueprint Zoho CRM Mobile App
Blueprint in the Zoho CRM Mobile App does work but with a few limitations: For now, the items (Attachments, Fields, Associated items, Checklists) within 'During' transitions will not be executed on the app. Attachments : If the attachments are marked ...
Zoho CRM: Automate using Custom Functions - An Introduction
Zoho CRM manages your business; makes it easy. But say you want a little more ease in CRM, you want a tad more flexibility in a framework. For example, Let's assume that a user needs to create invoice copies of purchase orders to make accounting ...
What languages are supported in Zoho CRM?
Zoho CRM currently has language support for 25 different languages. You also have the option to translate Zoho CRM into your own language (Enterprise edition only). Further details: ...
Zoho CRM Microsoft Exchange
There is an extension developed by Zoho that allows Zoho CRM to integrate with MS Exchange Server 2007/2010/2013 and Office 365 applications only. Further details: https://help.zoho.com/portal/kb/articles/microsoft-exchange Note: This is a paid for ...
Zoho CRM Managing Module Views
For more information on Zoho CRM Managing Module views, please visit: https://help.zoho.com/portal/kb/zoho-crm/customize-crm-account/managing-module-views Published: August 2019
Zoho CRM Telephony Integration
For information on Zoho CRM Telephony Integration, visit: https://help.zoho.com/portal/kb/articles/telephony-introduction Published: August 2019
Zoho CRM Mobile App Blueprint
There are certain limitations in the Zoho CRM Mobile App in performing Blueprint transitions. 1 - Attachments : If the attachments are marked as mandatory, the corresponding transitions will not get executed. 2 - Fields : With regard to fields, only ...
Zoho CRM Exchange Rates
If using multiple exchange rates in Zoho CRM, two things to be aware of are: 1 - The Zoho CRM Exchange rates don't update automatically, they have to be manually updated 2 - Existing Deals exchange rate will not get updated with a revised exchange ...
Zoho CRM Email Integration - Two Factor Authentication (TFA)
If you are trying to integrate your email with Zoho CRM and you use two factor authentication (TFA) on your email, you need to generate an app specific password. This can be done by following these instructions: ...
Email Association With Deal
For information on Email Association With Deal, visit: https://help.zoho.com/portal/kb/articles/email-association-with-deal#Email_Views_From_the_Deals_Module Published: July 2019
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