General
Can events in my Zoho calendar be synchronized with events in Google Calendar?
Yes, you can synchronize the calendar entries made in Zoho Calendar with Google Calendar. You can either update the calendar entries in Google Calendar or Zoho CRM and have them updated in both. Get more details on synchronization here
How can I display a pipeline showing the status of leads when they move from prospecting to sales?
Use the Leads Status field to filter the pipeline status of your leads. You can also add custom values for the Leads Status field. To add custom values: Go to Setup > Customization > Modules & Fields > Leads. Let your mouse hover over the Leads ...
How can I link contacts to an account while importing?
You can link contacts to an Account using the Field Mapping page. Learn more about field mapping here.
What will happen to my data if I don't renew my subscription for the next month, but decide to come onboard after a period of three months?
Your data will always be safe with Zoho CRM. However, your customization will not be retained unless you upgrade your plan within a week's time.
How can I add taxes such as CGST, SGST and IGST?
Follow these steps to add taxes: Go to Setup > Customization > Modules and Fields. Select the Products module. Hover your mouse over the Tax field. Add new values to this field and specify the taxes as CGST, SGST and IGST. Learn more about modifying ...
Does Zoho CRM have an Offline version?
Zoho CRM's Mobile Edition lets you work in the offline mode to add, modify, or delete records, which will be saved locally and synchronized with your account, when you connect to the Internet. Beyond this, everything is online. Related Links Zoho CRM ...
Can some users have the Free Edition and the others have Paid Editions?
If some users of an organization are using the Free Edition, all the other users will also be signed in to the Free Edition.
How do I change the date and time format in my CRM account?
Date and Time format in Zoho CRM is linked to the Country selected. If you are the admin, you can change the date format for a user by selecting a particular user and changing the Country in the Country picklist. To change the date format ...
Can I upgrade, downgrade or cancel my service anytime?
Yes, there are no long-term contracts with Zoho CRM. You can upgrade, downgrade or cancel your service at any time. To know more about how to upgrade or downgrade your service, please click here.
What is the attachment limit per record in Zoho CRM?
The attachment limit per record is 100 MB. You can either attach a single file or multiple files, but the total file size should not exceed 100 MB. When it comes to email templates, you can attach files upto 3 MB. You can attach records from Zoho ...
How do I know which Zoho CRM Edition I am using?
You can find out which Zoho CRM edition you are using by clicking the Profile icon on the top right corner of your window. The edition will be displayed next to Subscription.
Can I edit the email address of my users?
No, you cannot edit the email address of the active users in your account. However, you can edit the email address of the unconfirmed users (users who have not yet accepted your invitation to join the Zoho CRM account). Follow these steps to change ...
Can I integrate Zoho CRM with telephony providers?
Yes, the Telephony feature connects your PBX system with your Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. We support 130+ ...
Who is a user in your CRM account?
Anyone whose email address is mapped to a user license for your account is a CRM user. A Zoho CRM user is someone who can manage records, either their own or those shared by other users, within the organization. In short, any employee who accesses ...
Are there limits to the maximum number of characters you can use for a Note?
Yes. You can enter a maximum of 65535 characters in the notes that you create in Zoho CRM.
Is the Free edition of Zoho CRM the same as the free trial?
No. The free version of Zoho CRM is an independent edition that offers critical features that are ideal for small businesses which can support up to three users. This edition includes: Leads, deals, and contact management Tasks and events ...
I am currently using the Enterprise edition. If I move to a lower edition (Standard or Professional), will I lose my existing data?
No. Your data will be stored securely in your CRM account. When you move from a higher to lower edition, you will not be able to access certain features that are only available in higher editions. The existing data will be retained in your ...
What do I get in the Zoho CRM free trial?
Zoho CRM offers a 15-day free trial for all editions: Standard, Professional, Enterprise and Ultimate. The trial version will include all the features for the edition you choose. However, the data storage in the trial versions is ...
I have registered for a Zoho CRM account with my personal email address. How can I transfer the CRM account to my business email address?
To transfer your CRM account to another email address: Send a user invite from the CRM account that is registered with the personal email address to your business email address: Navigate to Setup > Users and Controls > Users. Click New User and ...
Who are confirmed users in Zoho CRM?
New users who sign up for Zoho CRM receive an email to confirm their registration. Once they have clicked the link to confirm their accounts, they are referred to as Confirmed Users. Users have 30 days to confirm their account from the date of ...
Can I track the sales executive's location in the CRM mobile app?
Yes, Zoho CRM app for Android comes with a check-in feature which lets sales reps check in to the location when they meet with a client. Sales managers will be notified of the check-in right away and can keep track of their sales executives' client ...
How do I request a demo for Zoho CRM?
You can send an email to sales@zohocorp.com or call our support team to set up an appointment for product demo. Alternatively, users of the Professional and Enterprise trial editions can request a demo from the product itself. Log in to your Zoho CRM ...
What is the difference between 'users' and 'customer portal users'?
Anyone whose email address is mapped to a user license from your account is a CRM user. A Zoho CRM user is someone who can manage records, either their own or those shared by other users, within the organization. In short, any employee ...
Can I increase the number of users in the trial edition?
No. Zoho CRM offers a 15-day free trial for the Standard, Professional, Enterprise, and Ultimate editions. The trial version will include all features for the edition chosen. In the trial edition you can only add up to 3 users. In order to add more ...
How do I restrict the access to the mobile version of CRM for some users?
You can restrict access using profiles. To restrict access to the mobile version of the CRM, the administrator must: 1. Navigate to Setup > Users and Control > Security Control. 2. Select the desired profile from the Profiles list. ...
How do I change the email associated with a user's credentials?
To change the email associated with a user: Go to accounts.zoho.com. Add the new email address to the My Email Addresses section of the profile page and verify it. Once the email address is verified, set it as the primary email address and it will ...
Can I assign multiple roles to a single user?
No, you cannot assign multiple roles to a single user. A role defines the position of a user within the organization in CRM. Roles in CRM replicate the hierarchy in your organization to allow access to the data in your account. In real life, a Sales ...
Why isn't the Delete CRM Account option available in the Company Details page?
This "Delete CRM account" option will be displayed only for the CRM Administrators. In order to delete the CRM account you must make note of the following two points: Downgrade edition: If you are subscribed to the paid edition then you have to ...
What are the languages supported in Zoho CRM?
Zoho CRM is available in 28 languages. Here is the list of languages: Arabic English (US) English (UK) Bulgarian Bahasa Indonesian Chinese (Simplified) Chinese (Traditional) Croatia (Hrvatski) Czech Dutch (Nederland) Danish French German (Deutsch) ...
I cannot see "Share data with peers" option in my Edit Role settings?
It is likely that you have chosen the Hierarchy Preference as Reporting instead of Role. When "Reporting Hierarchy" is enabled, you will not be able to see "Share data with peers" option while editing the Role Settings. This is because, once you have ...
How can I delete my Zoho CRM account?
There are multiple stages in deleting a Zoho CRM account. To delete individual users with the CRM account, you can follow these steps to delete them from Zoho CRM: 1. Go to Setup > Users and Control > Users. 2. Click the user you want to delete. 3. ...
What browsers does Zoho CRM support?
Zoho CRM is compatible with basic system configuration, the details of which are listed below: Operating System Windows, Linux and Mac OS X Web Browser Safari 13 Google Chrome 73 Mozilla Firefox 69 Edge 79 Opera 60 Other requirements Enable ...
How do I add a user who was previously deleted from my CRM account?
You can add users who you have previously deleted, back to the account. Even after a user is permanently deleted, the deleted email address can be used to create a new user. This added user will be considered as a new user to the CRM and will not be ...
Why a user is able to view his peers data when data sharing with peers is disabled?
If data sharing is disabled and still some users are able to view their peers data it could be because the user is a forecast manager. For example, if John from Sales Executive role is a forecast manager, then he will be able to view data of other ...
How to change the primary email address in Zoho?
You can change the primary email address for all the Zoho services by following the steps given below: Log in to http://accounts.zoho.com. Under the Profile section, click Email Address. You will see the list of all the email addresses associated ...
How can I reset my Zoho CRM account password?
Users with any role can reset their password individually by clicking on the Forgot Password link in the Zoho CRM log in page. Follow the steps given below: 1. Click the Forgot Password link in the Zoho CRM Sign-in page. The system redirects you ...
What is the difference between Quadrant analysis and Zone analysis?
Both Quadrants and Zones offer a convenient graphic that lets you plot data points in areas which you define. But they differ in the way they represent data: Quadrants offer graphs which are divided into four main sections. Zones, provide an option ...
Can I look at sales activities and events sorted by calendar days?
You can view both the call and event details in the calendar view. Read more about using calendar view here.
Can I create an appointment for my employees in CRM and have it synced to their Google calendar?
Yes, you can create an appointment for your employees in CRM and sync it to their Google calendar. To sync Zoho CRM with Google calendar Navigate to Setup > Marketplace > Google. Go to the Calendar tab and click Authenticate Google Calendar. In ...
Can I map, share or mirror fields across different modules without having to enter the same fields for those modules?
You can avoid the redundancy of entering the same fields across different modules by using custom functions.
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