- How to create my Open Potentials View?
- How can I retrieve the "Notes" data associated with a Potential using the CRM API?
- In the potential tab there is a field called expected revenue, by default it gives a number after entering the amount field. Is it possible to edit the formula for calculating the expected amount?
- How to import potentials into Zoho CRM?
- Is there a fast way to change the fields in potentials to be the same as the fields in leads and to merge when converted?
- I tried importing a load of potentials, spread over several months, and it seems to have created a duplicate account for each sale that belongs to the same account! How can I get around this issue?
- The current configuration displays only 50 potentials max. Is it possible to include 100 and 250 in the dropdown?
- How to add more than one contact on a potential?
- How to convert a Potential to a Contact?
- When sending an email from inside a potential it does not show any templates. Why?
- How to push emails from outlook to Potentials?
How can I retrieve the "Notes" data associated with a Potential using the CRM API?
Currently it is not possible to retrieve the "Notes" data associated with a Potential using the CRM API. However it is in our road map and we will provide it in our future updates.
In the potential tab there is a field called expected revenue, by default it gives a number after entering the amount field. Is it possible to edit the formula for calculating the expected amount?
After entering the amount field in potential tab, the expected revenue is automatically calculated based on the probability. Probability is tied up with stages. To edit the stage, Go to Setup --> Potential settings --> Stage probability mapping. Currently we don't support formula field. This will be done in our future updates.
How to import potentials into Zoho CRM?
You can use spread sheet (xls, csv) to import the leads and potential into the Zoho CRM. Refer Import Potentials.
Is there a fast way to change the fields in potentials to be the same as the fields in leads and to merge when converted?
Yes. When you create the custom fields in Leads, you have the option of creating this field in Accounts, Contacts and Potentials. Go to setup --> Lead Settings --> Field List --> New Custom Field --> Provide custom field details and just check the relevant check box under "Also Create for".
I tried importing a load of potentials, spread over several months, and it seems to have created a duplicate account for each sale that belongs to the same account! How can I get around this issue?
Please roll back your imported file by following these steps: Go to Setup --> Data administration tools --> Import history --> Roll back. Again import the file by following these steps: Click on the Potentials tab --> Import my potentials/Import my organizations --> Give the file path and click skip or overwrite according to your need --> Next --> Map the fields and Click Import.
The current configuration displays only 50 potentials max. Is it possible to include 100 and 250 in the drop down?
If you are using Free Edition it is not possible to increase the count in drop down list. If you upgrade your account to professional Edition (OR) Enterprise Edition you can view up to 100 potentials max.
- Professional Edition : 12$/per user0per month.
- Enterprise Edition : 25$/per user/per month.
How to add more than one contact on a potential?
To have more than one contact on a potential you have to create a new custom field. To do that please follow the steps: Go to Setup --> Potential settings --> Field list --> New custom field --> Select Look-up --> Select contacts module --> Save the field. You can create up to 10 look-up fields for each module.
How to convert a Potential to a Contact?
You cannot convert a potential into a contact. You can convert a lead into a contact, so that system will automatically create an account and potential.
When sending an email from inside a potential it does not show any templates. Why?
Please make sure you have created "templates" for Potentials module. Templates from Leads, contacts, accounts will not show up when you are trying to send e-mail from Potentials.
How to push emails from outlook to Potentials?
Pushing emails to Potentials is not available now. We will analyze and include this with one of our future updates.
