Miscellaneous
What are the prerequisites for installing Zoho CRM App for iPhone?
You need to have the following before you install the Zoho CRM Native app for iPhone: Zoho CRM requirements: A valid and active Zoho CRM Account. Mobile Edition activated for your account. The permission to view Zoho CRM modules iPhone requirements: ...
How do I get to access a record that is not downloaded in my device?
You can use the "Search in Server" feature to access a record that is not already downloaded in your iPhone.
How many emails, tasks and field updates can I configure in a Macro?
You can add 1 email, 3 tasks, and 3 field updates in a Macro.
Can I use my Gmail ID to access Zoho CRM app on the iPhone?
You can access Zoho CRM using only the primary/secondary email address that you have registered. You can always change the primary email address to a Gmail address. Follow these steps to change the primary email address.
How do I sync Zoho Mail Calendar with my Zoho CRM Calendar?
Go to calendar.zoho.com Click Settings > Zoho Apps > select Zoho CRM. Click Synchronize. That's it! All your events you create in either calendar will now sync with each other. Please note that Zoho Calendar allows integration with many calendar ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
What are macros?
Macros are a feature that lets you execute a bunch of tasks for select records quickly. Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead ...
Can I remove the Feeds tab?
You cannot remove the Feeds tab. However, you can hide the Feeds tab at the organization level. If you hide it, none of the users in your organization’s account will be able to see it. To hide the tab, Click Setup > Customization > Modules and ...
Does Zoho CRM integrate with Quick Books?
Zoho CRM has built an extension to integrate with Quick Books. This will directly install Quick Books to your Zoho CRM account. Click this link to install the extension: https://marketplace.zoho.com/crm/zoho-crm-integration-for-quickbooks
Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...
How long does it take for the Google AdWords information under a lead/contact to get updated in Zoho CRM?
Leads/contacts that come in via Google AdWords will be recorded in Zoho CRM instantly. However, the details about the ad click under the Google AdWords Information section may take up to 48 to 72 hours from the click to be recorded.
How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...
Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...
How can I insert links and images in my email template?
You can insert a hyperlink by selecting the text and using the hyperlink feature . You can use an image or a logo in your email template, by following the steps given below: Click Setup > Templates > Email Templates. Click the Edit link corresponding ...
Why am I unable to integrate Zoho Social in Zoho CRM?
You can integrate Zoho Social with Zoho CRM, only if you have Social Admin permission enabled in your profile. The permission can be enabled by the CRM administrator only. There are 2 places in CRM from where the social admin permission can be ...
Why am I not able to view the Social tab?
The Social tab can be viewed and accessed only if the Social tab permission is enabled for your profile. The permission can be enabled by the CRM administrator only. There are 2 places in CRM from where the social admin permission can be enabled: ...
Can I restrict my sales reps' to tweet from the Zoho CRM org account ?
Yes, as an administrator you can grant or revoke permission of other users based on the type of activities you want them to perform. In CRM, there are three types of permissions that are available for a profile, based on which a user can perform ...
How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Channels > Email > Email Configuration. In the Compose page (Email Configuration), Scroll down for the Email ...
Who is a Super Admin?
The Super Admin in Zoho CRM is one master administrator for the entire CRM account. Besides this, communication regarding billing will be sent to the Super Admin.
How is IMAP different from POP3? Why should I use IMAP Configuration for Zoho CRM?
IMAP and POP3 are simply methods or protocols used to access email. Both could be beneficial depending on what your requirement is. If you use POP3, your emails will be downloaded from the POP3 server to your mailbox inside Zoho Mail. But if you ...
Every time a Survey response is sent by a contact, a duplicate record gets added under Contacts instead of updating the existing record. Why?
This may be so if you have not selected the appropriate Action Type while mapping CRM records with Survey questions. Zoho CRM integration with Zoho Survey enables the automatic update of CRM records with Survey responses. If you want the records to ...
Can I undo the 'delete user' action?
No. Once you delete a user, he/she will no longer be a part of Zoho CRM. You cannot undo this action. If you are not sure that you want the user deleted, you could make the user inactive instead of deleting him/her altogether. Note that a user ...
Can I sync my existing email client with CRM email?
Yes, you can synchronize your emails from existing email clients and track them efficiently in Zoho CRM using POP/IMAP.
What is auto-tagging and why should I enable it?
Auto-tagging is a feature by which Google appends a GCLID (Google Click Identifier) at the end of the destination URL. The destination URL is nothing but the landing page that the ad leads the user to when they click it. When you enable auto-tagging, ...
What will happen if I deactivate the Google AdWords integration? Will I lose all AdWords related data?
These are the consequences of deactivation: Further tracking of AdWords activities under Leads and Contacts will be stopped on deactivation. However details fetched before deactivation will be retained. The Google AdWords Tab and your Google AdWords ...