Online Help > Frequesntly Asked Questions (FAQ) > Salesforce Automation - FAQ

Salesforce Automation - FAQ

Tags:  

Leads - FAQ

Basic FAQ

  2. How to create a Lead without company name?
  3. How to add multiple products to a Lead?
  4. Why am I unable to see the Lead details after the Lead conversion?
  5. How to add fields to the Web-to-Leads form?
  6. How to qualify Leads?
  7. How to assign Leads to different users?

Advanced FAQ

  1. How to view Leads that have empty email values?
  2. How to capture only the email addresses using web to Lead form?
  3. What happens to the open activities after the Lead conversion?
  4. How to assign a Lead to multiple users?
  5. Why are new Leads not showing up at the top of the list in "Today's Leads"?
  6. How to convert a Lead to Potential without creating an Account?
  7. What happens to the emails associated to a Lead, when it is converted to an Account?
  8. How to create multiple web forms and then collect Leads separately?
  9. Why are the Leads captured through the web forms not visible under the Leads tab?

  

Accounts - FAQ

Basic FAQ

  1. What is B2B?
  2. How to search accounts?
  3. How to create accounts?
  4. How to create duplicate accounts?
  5. How to import accounts?
  6. How to associate accounts with other records?
  7. How to export accounts?
  8. How to merge duplicate accounts?

Advanced FAQ

  1. How to set up parent-child relationship between accounts?
  2. How to create another Accounts Tab so I can put secondary accounts in there?
  3. How to associate a contact with an account if the contact is created before the account?
  4. How to associate several partners to an account?
  6. How do I import Accounts and Contacts associated with the Account in one action?
  7. How to associate a group of accounts under a single parent account?
  8. How to change the status of an account into lead?
  9. How to import my accounts with new data without creating duplicate records?
  10. Is it possible to Email all contacts in an Account from the Account screen?
  11. How to file away the completed accounts?
  12. How can I 'Close' or 'Complete' an Account, Lead or Contact?
  13. What is the Member Account button used for?
   

Contacts - FAQ

  1. Can I add my personal contacts to the Zoho CRM Contacts?
  2. I sell my products/services to individuals. Can I use the Zoho CRM contacts module to track my sales?
  3. How to synchronize my Microsoft Outlook address book with Zoho CRM contacts module?
  4. How to associate contact with multiple companies?
  5. How can I view a map for my contact address?
  6. Is there any way to view the customer record ? How does it work?
 

Opportunities - FAQ

  1. How to create my Open Potentials View?

Sales Forecasts - FAQ

  1. How do I ensure each Rep can only see the Forecast they own?
  2. How to change fiscal year information for my company?

 RSS of this page


New to Zoho CRM?  Sign up for Free!  or Request a Demo
 
© 2009, Zoho Corp. All rights reserved.