General
Google AdWords integration does not seem to be enabled for my account. Why?
Google AdWords integration is available only in the Professional, Enterprise editions and Ultimate editions of Zoho CRM. If you're using any other edition, please upgrade to these editions to enjoy the benefits of this integration.
Why aren't tasks displayed in the calendar?
Tasks are not displayed in the CRM calendar because they can be completed any time within a specified interval; they are not scheduled for a specific time. Unlike tasks, meetings are scheduled for a specific time, so they are displayed on the ...
How to share a single record (lead, deal etc.) with several users?
There are two ways in which records can be shared with others in the organization: Direct Sharing - Individual records can be directly shared with other users. For example, a deal can be shared with another sales rep. Indirect sharing - A record can ...
What does the option "OPEN Deal" in Advanced Filters mean?
When you filter contacts by the Deal stage using Advanced Filters, you may notice that you have options such as "Deal is OPEN", "Deal is LOST", "Deal is WON". In this article you will understand what these parameters mean. "OPEN deal" refers to a ...
Where can I check the storage space available in my CRM account?
You can check the storage space available in your CRM account by following the steps given below: Click Setup > Data Administration > Storage. In the Storage Usage page, you will be able to see the file storage details and the storage details of ...
What is the difference between Zoho CRM and Zoho CRM plus?
Zoho CRM is a stand alone product available in four different editions. Pricing for CRM varies based on the edition you choose. Take a look at the pricing here. CRM Plus is a bundle of nine products that includes CRM, Desk, Projects, Sales IQ, ...
On triggering a button in the CRM mobile app, I am suddenly prompted to share my location. Why is CRM requesting me to share my location?
If you are using the iOS or Android version of the Zoho CRM mobile app, and firing a button results in a consent popup such as the one below, then it means that your administrator has enabled location gathering via a custom button. You may select ...
How can I add a logo to my signature?
You can add a logo/image in you signature by following the steps given below: To add an image/logo to your signature in Zoho CRM, 1. Go to Setup () > Channels > Emails > Email Configurations > Compose > Email Signature and click Add New signature. 2. ...
How can I validate phone number format in Zoho CRM?
Currently you cannot validate the phone number format. This will be possible very soon. You can, however, limit the number of characters using validation rules.
How can I change the currency in Zoho CRM?
You can change the currency as per your organization's needs. By default, the currency is set to US dollar ($). However, user(s) with Administrator privilege can follow the steps below to change the currency settings: Log in to Zoho CRM with ...
How do I upgrade my support service directly from Zoho CRM?
Zoho offers three types of support services - Classic support, Premium support, and Enterprise support. By default, customers who have subscribed to any of the paid CRM editions (Standard, Professional, Enterprise, and Ultimate) will be provided ...
How do I deactivate users in Zoho CRM?
You can deactivate users by following these steps: Click Setup > Users and Control > Users. In the Users page, click the checkbox corresponding to the user that you want to deactivate. Click the Deactivate button.You will get a message asking you if ...
Why am I unable to create roles and profiles?
You can create roles and profiles only if: You have subscribed to the Professional, Enterprise or Ultimate Editions (not available in the Free edition). You have more than one user in your Zoho CRM account - You need to add more users in your account ...