Account Management
Can I add my personal contacts to the Zoho CRM Contacts?
Yes, you can add your personal contacts. However, we strongly recommend you to include only the business contacts because users with “System Administrator” privilege can access your Contacts.
How to synchronize my Microsoft Outlook address book with Zoho CRM contacts module?
To bring Outlook address book into Zoho CRM contacts, you have to download the outlook plugin from Setup > Personal Settings > Outlook Plug-in page. Then run the downloaded “ZohoCRM_Outlook_Plugin” exe file and install the plugin. For more details, ...
What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts The records will be assigned automatically to the person who is importing the file into Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...
What are the various features available to manage my Contacts?
The various contact tools are: Import My Contacts: You can import contacts from external file in xls, csv or vcf formats and with size not to exceed 5 MB. You can import the XLS, VCF, or CSV format files up to 1500 records. Beyond 1500 records, you ...
While importing contacts into Zoho CRM, is there a way to import notes available with the correspon
While importing contacts, you need to map the Notes column in the import file with the Description field of Zoho CRM. This will help you to import the notes along with the contacts.
How to create a Contacts List View with empty email value?
You can create a List View for contacts with empty email value by specifying the Filter criteria as Email is Empty. Note: If you had created a custom field such as Email Address, then you need to specify the same field in the criteria. Example: Email ...
How can I send an alert to my users to follow up the new contacts with the Lead Source as "Advertise
You can send an alert to your users when a new contact is created with the Lead Source as "Advertisement" using Workflow Rule and associating a Workflow Alert to it. Workflow management helps you to automate your sales, marketing and support ...
How to create my Open Potentials View?
Default list view (All Potentials) displays all the potentials under various stages. You can also create Open Potentials view and make it as your default view from the Create / Edit View. Please follow the procedure given below: Step 1: While ...
Can I capture Leads and Contacts directly from my website?
Yes, you can capture Leads and Contacts directly from your website using web forms that simplify the process of capturing visitors' or users' information from the website into your CRM system. Related Links Managing Web Forms Can multiple web forms ...
How can I link a lead to a specific campaign?
Do the following to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from the Campaign Source pickup list. Click Save.
How are Leads, Accounts, Contacts, and Deals associated in a sales process?
Lead refers to the information of an individual or representative of an organization, collected from various lead sources like trade shows, seminars, advertisements and other marketing campaigns. In Zoho CRM, you can manually enter leads, import ...
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...
Can I duplicate the Accounts module and save it as a Vendor?
No. You can duplicate (Clone) the record inside the selected module but you cannot duplicate the records from one module to another (Accounts to Vendors).
I sell my products/services to individuals. Can I use the Zoho CRM contacts module to track my sales
Yes, you can track your sales using CRM contacts module. However, for sales to individuals, you have to personalize Zoho CRM for B2C (Business to Customers) process.
How can I organize leads by Industry?
You can organize Leads by Industry in three ways: By including the Industry field in the List View and selecting the Industry column to sort the records in ascending or descending order. To edit the list view, refer Managing List Views By creating a ...