Miscellaneous
Can I attach more than one document at a time to a record?
Yes. You can attach 5 documents at a time, provided the total size of the attachments (files) does not exceed 20 MB.
How to schedule mass emails in Zoho CRM?
You can send mass emails based on your Zoho CRM Edition. 12 AM to 11.59 PM GMT is considered as one day, to calculate the email count. The mass emails per day, per company includes Autoresponders, active email Schedulers, Macros and Mass emails.You ...
What does "100000 records" mean in the Features Availability & Limits chart?
The entry "100000 records" in the Features Availability & Limits chart means that you can add a total of 100000 records across all modules in Zoho CRM. In Zoho CRM, every row or entry you make is called a record. For example, when you add a lead ...
I use a third party builder and not Zoho CRM to create web forms. How do I set it up for Google AdWords integration with Zoho CRM?
If you're using a Third Party builder to create a web form, you need to add this hidden field code in your web form's code. <input type='hidden' id="zc_gad" name="zc_gad" value=""/> Make sure that you add this tracking code to all the web pages on ...
I get an error message that says ''Authentication has failed.' Why does this error occur and how do I resolve it?
You will receive this error if you have enabled two-factor authentication for the email that you want to configure. In that case, instead of using the email password, use the App-specific password. This should resolve the issue. For example, in case ...
What are the differences between deleting and deactivating a user?
These are the differences between deleting a user and deactivating him/her: Deleting a user Deleting a user is a permanent action. All the configurations made by the deleted user are lost. The deleted user cannot access the Zoho CRM account from ...
What happens to the integrations configured by a user that I have deleted?
Once a user has been deleted, all the configurations setup by him/her will stop working.
If I am deleted from Zoho CRM will I still be able to use other products?
Yes. You will still be able to access other Zoho services from the same email address even after you have been deleted from Zoho CRM.
What decides which records appear under Recent Activities?
The last 5 activities will appear under Recent Activities.
The View Response link is not displayed for some emails sent. Why?
If the recipient has not responded to a survey, there will not be a View Response link.
I have been deleted from my Zoho CRM account. Can I sign up for another CRM account?
Yes, you can sign up for another CRM account.
Can I re-invite a user that I deleted?
You can invite a user you have deleted again but he/she will be considered as another new member by Zoho CRM. The records/integrations that previously belonged to the user must be associated to them again. If you want to re-invite a user, do not ...
If I delete a user, does it cancel the user's license as well?
No. Deleting a user does not cancel a license. If you do not want the user license, you must cancel the subscription.
How to configure my corporate email account in Zoho CRM?
In Zoho CRM, you can configure your corporate email account by following the steps given below: Log in to Zoho CRM. Open the Zoho Mail service at http://mail.zoho.com or click the Email tab in your CRM account. In Zoho Mail, click Settings > Mail ...
Is it possible to edit the documents, once they've been attached to Zoho CRM?
No, all documents are Read-Only and they cannot be edited once they've been attached to Zoho CRM.
Where can I view the documents attached from Google Docs in the Zoho CRM system?
You can view the attached documents under the "Attachments" section in the Record Details page.
When should you map the 'Contact ID' while overwriting records using the import function?
Since the 'Contact ID' is a system field, you cannot overwrite any of those values. When you overwrite records using the import function, the system will identify all matching records using email for Leads/Contacts, Name for Accounts and more. If you ...
Can I add multiple From addresses for outgoing mails?
Yes. You can add multiple From addresses for outgoing emails. Please note that these are only email addresses that would be displayed to the recipients. The actual outgoing email will be the one that you have originally configured. By default, ...
How can I send mass email surveys using Zoho Campaigns?
To send mass email surveys, follow these steps: Integrate Zoho Survey and Zoho Campaigns with Zoho CRM. Sync your Zoho CRM contacts list with the Zoho Campaigns mailing list. In Zoho Campaigns, click Create Email ...
Do I have to change my Zoho CRM password if I change my Google Password?
No. You do not have to change your Zoho CRM password if you change your Google Password.
Can I include only the first name or last name in the email template?
Yes, you can use only the first name or last name in the email template as per your requirement. Let's assume you want to send an email where only the First Name of the lead needs to be mentioned. Follow these steps to do so: ...
How are records assigned to territories?
Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...
Can I manually assign records to territories?
Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.
What are the modules that territories can be setup for?
Territories can be setup for the Accounts, Contacts and Deals modules. When territory management is enabled, these records will have a new field named Territories. Also, there will be a list view for territories in the Home page of these modules to ...
Who can create territories?
Users with the Administrator profile can create territories. Territory Managers can also create sub territories for their own territories.
I am not able to see the Google AdWords tab in my Zoho CRM account. Why?
The Google AdWords tab is by default visible only to the Administrator(s) of the Zoho CRM account. In order for other users to view the tab, the Administrator has to set suitable permissions.
I am not able to authenticate my Google AdWords account during integration with Zoho CRM. Why?
Only a Google AdWords account with administrator access can be integrated with Zoho CRM. Other accounts with more limited privileges will not be authenticated for integration. There are four types of Account Access levels. They are Email-only, ...
I don’t have access to a record. Can I approve it?
Yes. Even if you do not have access to a record, you can still approve it using the Approval tab.
How do you define a customer, potential contact, lead/contact or an unknown person?
Social media updates from your leads and contacts are filtered in the Social tab so that you can easily follow updates from people that matter to you. There are four categories - Customers, Potential Contacts, Leads/Contacts, and Unknown people. ...
Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM?
Yes. You can configure Gmail, Yahoo, Hotmail and other POP-enabled emails services in Zoho Mail.
Can Administrators directly access the emails of their subordinates?
At present, administrators cannot access the email messages of their subordinates without enabling the Share option in the Leads/Contacts module.
Can I configure multiple email boxes in Zoho CRM?
No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM.
What are the benefits of tagging records in Zoho CRM?
The primary objective of tagging in Zoho CRM is to help you categorize and prioritize records so that you can fetch them easily. For example, you can tag certain records as "Big deals" or "Tradeshow leads from Australia" or "Junk leads from ...
Where do I find the outgoing mail server settings?
If you are not aware of the details for the outgoing mail server settings, contact your email service provider and request the IMAP server details. Enter the details provided in this section for configuration.
After changing my Zoho account's password, do I have to update the password in the CRM Mail Add-on configuration page?
Yes. You must update the password immediately after changing it in Zoho accounts. Otherwise the email messages will not be fetched from Zoho Mail to the Zoho CRM service.
What happens to the bounced emails?
All bounced emails will be listed in your Inbox and associated with the corresponding lead or contact.
What data can I access using the Native App for iPhone?
The Zoho CRM Native App for iPhone supports the Leads, Accounts, Contacts, Deals, Cases, Activities (Tasks, Events, Calls) modules. You can access the data within these modules. Also, some of the related records will also be listed for the records. ...
How can I set up unsubscribe form in my email templates?
You can use the unsubscribe form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. Follow these three steps to setup the form: Step 1 - Provide the Return URL and generate the HTML code for the form. ...
Does the Zoho CRM App for iPhone work in the offline mode?
Yes. You can continue to work on the local data stored in the device even when you lose connectivity to the internet. The changes made to your data will be synchronized to your online account automatically when your iPhone device connects to a ...
From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone.Related Link Installing ...
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