My Visits tab appears to have no data. Why?
It could be one of the following reasons.
- You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile.
- In Zoho SalesIQ, go to Settings > Integration.
Under the CRM Configuration section, make sure that the Add Visits Details checkbox is selected.
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My Visits tab appears to have no data. Why?
It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to Settings > Integration. Under the CRM Configuration ...I am not able to view the Visits tab. Why?
If your administrator has restricted the Tab Visibility for the Visits tab for your profile, you will not be able to view it. To resolve this, request your administrator to enable this permission for your profile.I am not able to view the Visits tab. Why?
If your administrator has restricted Tab Visibility for the Visits tab for your profile, you will not be able to view it. In order to resolve this, request your administrator to enable this permission for your profile.Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...Can I change the data type for the custom field that I already created?
No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.