Zoho CRM - How Tos

I have a list of companies in my excel sheet that I want to impirt into CRM app. Is there an easy way to import these records instead of typing these cmpanies? Thansks.

Yes, it is possible to import your companies information in Accounts module. For this purpose, please use the Import Accounts function in Accounts tab.

When I am scheduling an appointment/event with a lead and need to invite some co-workers how do I do it?

Hi Paul,

Invite co-workers feature will be in our next update due on next Sunday (Sep 23rd). In the meantime, please stay tuned with us.

Best Wishes,
Gopal

How do I find and eliminate or merge duplicate records? Can this be done on the leads, contacts, and account levels?

You can merge the duplicate records in leads, accounts, and contacts. For more details please refer to:

http://zohocrm.wiki.zoho.com/WorkingWithLeads.html#Merging_Duplicate_Leads

Yes, you can merge the duplicate records in leads, contacts, and accounts. For more details please refer:<br><br>http://zohocrm.wiki.zoho.com/WorkingWithLeads.html#Merging_Duplicate_Leads

hi! i noticed on the leads that the phone number is clickable and will go directly on calling tru skype, is it possible to link it to a softphone? im currently using eyebeam.

Hi Grace,

Currently we have provided Skype calling from Zoho CRM. Our technical team has plans to come up with integration with Eyebeam. Once the feature is done, we will keep posted the update.

Thanks,
Adam.

I'm trying to drag the "Contact Name" from the Available Field List to the Selected Filed List for "Tasks" page layout and it won't let me. Do you know why?

Hi Geary,

You will be able to drag and drop the fields from the Edit Page Layout. You may try using the Right-click of your mouse to drag-n-drop the fields and let us know if you still face any issue.

Thanks,
Adam.

Hi,


Few questions around various items.


1. How do you perform an old fashioned mailmerge to go via snailmail?

i.e. merge contact info with a letter in a wordprocessor which would be directly mailed to the contact?


2. Why is there only 1 line for street address?


3. When you change lead source can you make it automatically change the account source?


4. When you enter a contact under an account why does it not automatically take the account phone and fax number etc.


5. Can you attach an existing email to a contact without the outlook connector


6. My quotes do not automatically calculate the VAT (Tax) per item or as a total, how can I change that?


7. When working with quotes and you have selected a product name previously created, can you get the system to complete the list price as well as the unit proce automatically? or can you take the list price out or vice versa?


Hope they all make sense and haven't been answered elsewhere.


Regards...


Kevin

Hi Kevin,

1. Mail merge option is currently not available, we are working on it. It will be implemented asap.

2. You can add one more text field to your street address if you want to have more information.

3. The Lead Source will be converted to the Potential Source. For further information you can check with :

http://zohocrm.wiki.zoho.com/Working-with-Leads.html (Lead Convertion Rule - topic).

4. We have plans to come up with the account phone & fax number auto populating fields in our future releases.

5. Yes. You can use the Outlook Plugin to sync the existing emails to the contact that you have in Zoho CRM.

6. You can goto Setup --> Product Settings --> Customize Tax Rages to have customized tax.

7. The list price will be maintained in the Price Books so we have to select the exact price book that we need. We will also try to automatically fetch the list price that is related to the price book in our future updates.

Thanks,
Adam.

Thanks for the response Adam.


couple quick things.


Re. no 1 and no 4 above, what is the indicative timescale?


Re. no 2, do I do that by simple adding a new custom field and moving to the position I want or is there another way?


Re. no 7, can you explain this differently as I don't understand the answer. I'm confused on the point of having the two prices in a product, when completing the quote it takes away a vital piece of automation.


It also appears you have to click on the tax hyperlink to get it to automatically calculate the tax and add to the quote, is this how it should work?


Thanks again.


Kevin

Hi Kevin,

Re. no 1 and no 4 above, what is the indicative timescale?

We are planning to implement it in another 4-6 months of time. As the release date is subject to change, we can't commit a exact time frame for the release.

Re. no 2, do I do that by simple adding a new custom field and moving to the position I want or is there another way?

Currently we have the mentioned option. If you have any suggestions, please let us know so that we can try enhancing the feature.

Re. no 7, can you explain this differently as I don't understand the answer. I'm confused on the point of having the two prices in a product, when completing the quote it takes away a vital piece of automation.

Normally we have to select the Product & the Price Books separately with the current type we have in Zoho CRM. We have plans to auto-populate the other items once you select the Product.

We have the option to edit the tax options in the line items. You can specify it from Setup --> Product Settings --> Customize Tax Rates.

Thanks,
Adam.

Hi,

How is it possible to create your own category to put contacts in? Currently the customers are divided into contacts, accounts, leads, potentials etc. I am looking for a user-define category such as all my contacts in the education industry etc. Perhaps a label functionality??

Thanks,

Ayesha.

@ Ayesha: You can create a additional custom field under "contacts" as "Contact type" and categorize it based on your business process. To add the custom field, goto setup--->contact settings--->field list--->add new custom field--->select pick list as a field type and add the values.

This will show up under your contact page layout. You can run reports & create custom views based on these values as well.

Hope this helps.

Regards,

Peter