Zoho CRM
I Have Tried Importing and It Fails, Says Missing Header Rows
A "missing header rows" style error, or a message such as "Column headers cannot be empty" or "None of the rows can be imported," almost always comes down to how your spreadsheet's first row is structured, rather than a fault with Zoho CRM itself. ...
Why Can't I See an Email Template Created in Leads Within Contacts?
By default, email templates in Zoho CRM are module-specific. A template created for the Leads module is only available when you're working with a Lead record, and won't appear in the list when composing an email from a Contact, Deal, or any other ...
Workflow - I am creating a Workflow in Accounts but it doesn't interact with the Contact module
I can't seem to create a workflow in the Accounts Module which updates a field in the Contact module and updates a field in the Accounts module, when the workflow is triggered by meeting certain criteria in the Accounts Module. Standard workflow ...
How to close a Lead? How to make a Lead inactive?
This is a common question, and the key concept to hold onto is that even when a Lead is effectively Closed, Lost, Junk, or otherwise no longer active, you don't want to lose its data, notes, and interaction history. Because of that, the answer isn't ...
How to add Auto Number Fields to Zoho CRM
Auto Number is a field type that automatically generates a unique, sequential value for every record, useful for reference numbers, invoice numbers, or as a cleaner alternative to a default Name field on a custom module. How to add one Open Modules ...
Zoho CRM and Zoho Reports Integration - who can initiate it?
Zoho Reports was rebranded to Zoho Analytics some time ago, and the way you connect it to Zoho CRM has also changed since this article was originally written. Who can set it up A user with Administrator profile privileges in Zoho CRM configures the ...
Can Workflow Rules Be Increased in Zoho CRM?
No, the limit on how many Workflow Rules you can have per module is fixed by your Zoho CRM edition and cannot be raised as a paid add-on or special request. Why the limit exists Zoho has stated that workflow rule execution is a resource-intensive ...
Email Integration: Can I View All Users' Emails in One List?
Yes, with a caveat: Zoho CRM has introduced organisation-level permissions that control whether users can see emails sent by other users within a shared record, which is what was previously missing. What changed Previously, emails sent directly from ...
Zoho Mail Sync Issues with MS Exchange: Common Fixes
Zoho Mail connects to Microsoft Outlook and mobile devices using Exchange ActiveSync (EAS), letting you two-way sync email, calendar, contacts, tasks, and notes. When this sync misbehaves, the cause is usually one of a small number of known issues. ...
How to Capture a Deal's Previous Stage in Zoho CRM
Zoho CRM now has a built-in way to capture a Deal's previous stage, called Stage History, so this no longer needs a custom Deluge workaround for the Deals module specifically. Stage History on Deals The Stage field on Deals acts as a default field ...
Dependant pick list
Dependent (or dependency) picklists in Zoho CRM let the options in one field change automatically based on what's selected in another, such as State narrowing down once a Country is chosen. This is configured through Map Dependency. Note: This ...
How to Display £ and a Comma Thousands Separator in a Zoho CRM Matrix Report
Currency values in Zoho CRM, including within matrix reports, follow the formatting rules set on the currency itself under Setup, so getting the £ symbol and comma thousands separator to display correctly is a currency configuration question rather ...
Can I Copy a Mail Merge Template in Zoho CRM?
Yes, mail merge templates in Zoho CRM are built and stored using Zoho Writer, and you can edit or reuse them once created. Editing an existing template Click the template's name to open it directly in Zoho Writer and make your changes there, or ...
What is Case ID and how does it relate to Case Number on Cases?
Case Number and Case ID are two different identifiers on a Case record in Zoho CRM, and it's easy to mix them up since they both look like reference numbers. Case Number Case Number is the customer-facing reference you would typically quote back to a ...
Telephony Integration - RingCentral where are the screen pop free type comments stored?
When using the RingCentral telephony integration in Zoho CRM, there's a free-type box where you can enter what the call was about. This text is stored in the call's Description field, as part of the Call record itself, rather than as a separate Note ...
Zoho CRM System Requierments
Zoho CRM is a cloud-based application, so its main requirement is a stable internet connection and a supported, up-to-date browser rather than specific local hardware. Supported browsers Browser Minimum version Google Chrome 73 or later Mozilla ...
Zoho CRM Price Books: Unit Price and List Price
Price Books let you sell the same product at different prices to different customers, based on your agreement terms with them, rather than being locked into one flat price for everyone. Unit Price versus List Price Unit Price. The price fixed by the ...
How to Import Contacts and Assign Them to a Specific User
Yes, you can import Contacts (or Leads, or other records) and assign them to a specific user during the import itself, without needing to update ownership manually afterwards. There are three ways to do this. Option 1: Assign everyone to one user ...
A closed lead (Lead Status is Lost Lead) is still in the view All Open Leads
If you've marked a Lead as Lost Lead, or another custom "closed" status, but it still shows up in the standard All Open Leads view, this isn't a bug. Zoho CRM's own position on this is: "In Zoho CRM, you can create custom views to sort the leads. ...
Why Do Deleted Quotes Show in Reports as a Dash?
If a report includes a lookup field pointing to a Quote, and that Quote has since been deleted, the report shows a dash ('-') in place of the Quote's name, rather than leaving the cell entirely blank or throwing an error. Why this happens The report ...
How do I change the fiscal year?
Fiscal year settings let your organisation configure Zoho CRM's fiscal cycle to match your own financial year, rather than the calendar year. Once set, fiscal quarters roll up automatically based on your chosen start month. By default, Zoho CRM's ...
How do I add a matrix report to dashboard?
You can add a Matrix report to a Zoho CRM dashboard. This wasn't always the case, since dashboards used to only support Summary reports, but Zoho CRM has since added Matrix report support to dashboards as well. How to do it Create your Matrix report. ...
If I Remove the Tick in Active on a Product, Does This Make It Obsolete?
Unchecking the Active tickbox on a Product marks it as inactive, but this doesn't function as a true "discontinue this product" switch the way you might expect. What the Active checkbox actually does The Active field is a standard checkbox field on ...
What editions of Zoho CRM does Zoho lead scanner work with?
Business card scanning for Zoho CRM has evolved since this article was originally written, and it's worth checking which option you actually need before assuming a specific named app still exists under its old name. Current ways to scan a business ...
Web Forms on Zoho CRM's Free Edition vs Paid Editions
No, web forms on the Free edition of Zoho CRM are not the same as on paid editions. The Free edition includes basic web-to-lead form capability, but with meaningfully more restrictions than any paid edition. What's generally more limited on Free A ...
How do you setup custom fields in the free edition of Zoho CRM?
Custom fields are not available on the Free edition of Zoho CRM. If you're on the Free edition and need to add fields beyond the standard set, you'll need to move to a paid edition first. Note: Even on the entry-level Standard paid edition, custom ...
How Can I Send an SMS Text Message from Zoho CRM?
There are now several proper ways to send SMS from Zoho CRM, both native and third-party, replacing older workaround-style setups using external automation tools. Zoho's native option: SMS for Zoho CRM by Zoho Voice Zoho's own extension lets you send ...
Why Is the Event End Time Limited in the Zoho CRM Dropdown?
When creating an Event in Zoho CRM, the End Time dropdown historically only offered options within a limited window after your chosen Start Time, rather than the full 24-hour range, which caught out anyone trying to schedule a longer event directly ...
How do I sync a calendar to a mobile device?
Zoho CRM has a native way to sync your calendar to a mobile device using CalDAV, so events created in Zoho CRM appear on your phone, and vice versa, without needing any third-party tool. Setting up CalDAV on iOS Enable CalDAV in Zoho CRM. Open the ...
How to auto BCC from Outlook?
Zoho CRM has a native feature called BCC Dropbox that logs your outgoing emails against the correct Lead or Contact automatically, without needing any macros, scripts, or plugins in Outlook. How it works Each user in your Zoho CRM account has a ...
How to Migrate from One CRM Tool to Zoho CRM
Migrating from another CRM to Zoho CRM is less about a single button to press and more about a proper migration plan, since the quality of your migrated data has a direct, lasting impact on how well your team can actually use Zoho CRM afterwards. Why ...
How to Make a Deal's Closing Date the End of the Month Automatically
This article uses the term Potential, which was the original name Zoho CRM used for what is now called the Deals module. If you're on a current account, you'll want the term Deal wherever "Potential" appears below. Setting the Closing Date to the end ...
What eSigning Solution Integrates Well with Zoho CRM?
The best eSigning solution for Zoho CRM is Zoho's own Zoho Sign, given how tightly it integrates directly into your CRM records, rather than a separate tool requiring you to copy details across manually. What Zoho Sign lets you do inside Zoho CRM ...
Zoho CRM API
The Zoho CRM API is a REST API that lets developers create, read, update, and delete CRM data programmatically, trigger automations, and build custom integrations with other systems, currently on its eighth major version (V8). Authentication The API ...
Zoho CRM Feature Availability and Limits by Edition
Zoho maintains a dedicated Feature Availability and Limits page covering exactly which features are available on which edition, and the specific numeric limits, such as custom fields, workflow rules, validation rules, and storage, that apply to each. ...
How to maintain clean & accurate customer information in Zoho CRM
With data pouring in from several sources and multiple users accessing it, keeping a Zoho CRM database clean is genuinely hard. A combination of access controls, native deduplication tools, and a few habits goes a long way. Use Roles for security ...
Where can I find information about the old CRM Versions?
Zoho has restructured Zoho CRM's pricing and edition line-up more than once over the years, most recently as part of its "CRM for Everyone" changes. If your account has been running for a while, it's entirely possible you're on an older plan that no ...
Why Don't Notes on a Deal Appear on the Related Contact?
A Deal in Zoho CRM belongs to the Account it is linked to, not to any individual Contact associated with that Deal. This is why notes added at Deal level are not automatically copied across to a Contact record, even when that Contact is closely ...
Can I Add Multiple Contacts to a Deal in Zoho CRM?
Yes. When you open a Deal, you will find a section called Contact Roles that is specifically designed to let you associate more than one Contact with it, each with their own role in the deal. Note: Depending on the age of your account, this module ...