Miscellaneous
Why should I verify and confirm the email address that I used to sign up for Zoho CRM?
After signing up with Zoho, it is important that you verify your email address. This is required to confirm that the email address does not belong to someone else and that you have not typed it wrong. Please note that you will be able to use the ...
Can I view Google AdWords Info in the Visits page? If so, how?
Yes. To view the Google AdWords information in the Visits Details page Click on the Visits Module Click on the desired Visit. In the Visits Details page, scroll down to the Marketing Information section. The relevant Google AdWords info is displayed.
How do I know if mail sync after configuration is complete?
Email synchronization largely depends on the number of emails among other factors. You will receive a confirmation email after the mail sync is complete.
Where can I see my emails sent to a lead/contact using IMAP?
To view emails sent to a lead or contact using IMAP: Go to the Records Details page of the desired lead/contact In the Emails section, select the desired IMAP shared user from the pick-list field. The emails sent via IMAP are displayed.
Where do I find the IMAP configuration page?
Log in to your Zoho CRM account Click Setup > Personal Settings > Email settings The IMAP Configuration section is displayed under the The IMAP / POP3 (Zoho Mail) tab
What are the consequences of deleting a user?
The user deleted from Zoho CRM cannot be admitted again as the same user. This is a permanent action. You can add this user again, but he/she will be considered as a new user by Zoho CRM. The old integrations/records will not be automatically ...
When I delete a user, what happens to the records owned by the user?
The records owned by a user you have deleted remain in Zoho CRM even after you delete them. You can transfer their records at any time. But we strongly recommend that you mass transfer the records to a new owner before you delete them. See also: How ...
A few records are locked for editing and waiting for approval, the Approval Tab says “No pending approvals”. How is that?
The Approval Tab only shows records waiting for your approval. If a few records are shown as locked for editing, it might be that they are waiting for the approval of other users in your organization. The records details page has information about ...
Can I remove the Approval tab?
No. The Approval tab cannot be removed or renamed. It exists by default just like the Home tab.
If I configure multiple actions on approval, which action gets executed first?
All actions on approval are executed together.
What if a record meets more that one rule entry in an approval process?
If a record meets more than one rule entry, it will be submitted for approval based on the first rule entry that it matches in the given approval process.
Some records do match an approval process but they have not been submitted for approval. Why?
Records that are created/modified and match rule criteria of a process after creation of a approval process are the ones that will be submitted for approval. If you find that records that match the criteria set but are not submitted for approval, it ...
I am not able to configure an approval process. Why?
You will not be able to configure a workflow approval process if you do not have the Manage Workflow permission enabled for your profile.
I see a few records with a Lock icon on them. What does it mean?
This means that the records are waiting for approval. You cannot edit or convert the record while it is waiting for approval.
Where do the comments I make on approval/rejection/delegation of records appear?
The comments you make on approval/rejection/delegation of records are sent to the record owner as an email notification.
I have modified the rule criteria for a process. In this case, what happens to the records pending approval according to the previous rule?
If you have modified the rule criteria for a process, the records that match the rule before modification will still be submitted and waiting for approval. Approvers selected in this process will be able to approve them. Records created after ...
I am not able to convert or edit a record. Why?
You may not be able to convert or edit a record if the records are waiting for approval according to an approval process. It appears with a Lock icon.
Nobody in my organization has approved a certain record but the record is marked as “approved”. How?
Records submitted for approval will be auto-approved in the following cases. You have chosen Roles under “Who to approve” when you have no users associated with the specified role. You have chosen Groups under “Who to approve” when you have no users ...
Is there a limit to the number of actions that can be created on approval or rejection of records?
You can create 5 actions on approval and 4 actions on rejection of records – one entry per action. Actions on approval Assign Task Update Field Send Alert Call Webhooks Call Custom Functions Actions on rejection Update Field Send Alert Call Webhooks ...
What is the purpose of Assign Task under Action on approval?
When the Assign Task option is selected under Action on Approval, a task is created for the approver. The task acts as a reminder for the user to check the records submitted for their approval. Once he/she approved/rejected the record, the same task ...
In the sequential approval process what is the logic that is applied to the sequence?
When you choose sequential approval process, the user mentioned first, on the top of the list, will be the first person to approve the record followed by the next user and so on.
Can I change the order of approval processes and their rules?
Yes. You can reorder the approval processes and rule entries according to your needs. Remember that the record which meets the criteria of the first rule in the first process will be submitted for approval. So you may want to make sure that your ...
Is there a limit to the number of approvers that can be chosen per approval process?
Yes. The limit on the number of approvers depends on the limit on the number of entries. You can create up to 10 entries under “Who should approve”. Note that “10” is the limit to the number of entries and not people. The number of entries will equal ...
What are the consequences of deactivating an approval process?
If you deactivate an approval process, the records that were created/modified and match the rule criteria of the approval process before deactivation will be pending approval. They can be approved by the users selected to approve them. Once ...
What is the order in which the approval processes are arranged by default?
The approval processes are arranged in a chronological order with the first process created, on the top of the list.
Can I edit the rule criteria pattern by which an approval process is executed?
When you specify multiple rule criteria for an approval process, the rules are executed in a certain pattern, one after the other. This is represented by AND/OR. As you specify criteria, there is a default pattern created for the rules. But this can ...
Is there a limit to the number of rule criteria that can be set per rule entry?
Yes. You can set a maximum of 25 different rule criteria per rule entry in an approval process.
How do I manage or delete the new Feed Groups?
The groups that show up in Feeds are nothing but the organization's groups that you are a part of. If you are not part of a group, it will not show up in under Feeds' groups. You can add new groups and edit existing groups from Feeds. However you ...
Does Feeds replace Pulse in Zoho CRM?
Yes. Feeds is an enhanced version of Pulse that allows you to collaborate better with users in your organization’s Zoho CRM account. The Feeds feature in Zoho CRM provides a great platform where you can openly share your views and discuss matters ...
If I delete a comment I made to a record update, will that delete the note that is added in the record’s details page?
Yes. Updates made to your record or other users’ records that you follow will appear on your feed. If you make a comment on a record update, it gets added as a note in that record’s details page. Similarly, if you delete the comment, it gets deleted ...
Can I rename the Feeds tab?
No. Feeds is the default name given to the tab and cannot be changed.
Can I select a group of records from the List View and follow them?
You cannot follow records from the List View. To follow a group of records, you can create an auto-follow rule. Or you can have your administrator assign you a group of records to follow by using the Auto-follow rule. In the Auto-follow Rules ...
How do I mention users, groups and roles in my status update?
You can mention users, groups and roles by typing @ before the name of the user, role or group. For example: @Cindy. As you type the name, Zoho CRM displays a list of suggestions from which you can also choose the suitable name.
Who sees the status updates/feeds that I post?
When you post a status update on your organization’s wall, all users in your organization will be able to see it. You can mention an individual, a group, or roles in a status update. To mention a group, simply type “@” followed by the group’s name, ...
Whom can I mention in my status updates, feeds and comments?
You can mention users, roles and groups in your status updates, feeds and comments.
Where can I mention users across Zoho CRM?
You can mention fellow users in the following places: Status updates Feeds Comments Notes section in a Record's Details page.
I am not able to create a Group. Why?
There are two reasons why you may not be able to create a Group. You are using the Free Edition of Zoho CRM. In this case, please upgrade to the Paid Edition to create and manage Groups. Your Administrator has not given you the profile permission to ...
I am not able to create an auto- follow rule for a module. Why?
You can create a maximum of 5 auto-follow rules per module. If you already have 5 rules, you will not be able to create another one. You can try deleting an auto-follow rule that is not required to create another rule.
What are the instances in which I will receive Feeds notifications?
You will receive Feeds notifications in Zoho CRM on the following actions: A user mentions you in a status, comment or message Another user makes changes to the records you own A user makes changes to the records that you followNote: You will receive ...
I have been trying to create a custom field called “Keyword” and Zoho CRM keeps showing an error. Why?
“Keyword” is a default field under the Google AdWords Information section in any lead/contact details page. If you have enabled AdWords integration and then try to create a custom field that is similar to the default fields under this section, Zoho ...
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