Zoho CRM - Detailed Review

Frequently Asked Questions about Zoho CRM

What is the difference between advanced filters and custom views in Zoho CRM?

Advanced filters and custom views in Zoho CRM serve different purposes. Advanced filters allow you to create complex criteria to filter records based on multiple conditions, which can be particularly useful for detailed searches. Custom views, on the other hand, enable you to save frequently used filter criteria and display settings, making it easier to access specific sets of data quickly. For example, you can create a custom view to show all leads from a particular region or industry.

Can I transact in different currencies using Zoho CRM?

Yes, Zoho CRM supports transactions in different currencies. This feature allows you to manage sales and other financial activities in multiple currencies, which is especially useful for businesses operating globally. You can set up different currencies and exchange rates within the system to facilitate international transactions.

How do I send emails to a secondary email address in Zoho CRM?

To send emails to a secondary email address in Zoho CRM, you need to configure the email settings. You can add multiple “from” email addresses and mark them as default. This involves going to the email settings, adding the secondary email address, and setting it as an alternative email address for sending emails. This way, you can choose which email address to use when sending emails from within the CRM.

Can I see a history of actions done by my office staff in Zoho CRM?

Yes, you can view a history of actions performed by your office staff using the Audit Log feature in Zoho CRM. The Audit Log allows you to track all the activities and changes made by users, providing a detailed record of who did what and when. This helps in maintaining transparency and accountability within your team.

How do I customize my home page in Zoho CRM?

Customizing your home page in Zoho CRM is straightforward. You can personalize the layout by adding or removing widgets, such as dashboards, reports, and other components that are relevant to your work. This involves accessing the home page settings and dragging and dropping the desired widgets to create a layout that suits your needs.

What is the difference between a Super Administrator and an Administrator in Zoho CRM?

In Zoho CRM, the Super Administrator has all the privileges and can perform any action, including managing other administrators and changing system settings. An Administrator, while having significant control, does not have the same level of access as the Super Administrator. For example, only the Super Administrator can change the Super Administrator role or manage certain system-wide settings.

Can I export custom views in Zoho CRM?

Yes, you can export custom views in Zoho CRM. This feature allows you to export the data displayed in your custom views to various formats such as CSV, Excel, or PDF. This is useful for reporting, analysis, or sharing data with others outside the CRM system.

How do I add custom fields in the user layout in Zoho CRM?

To add custom fields in the user layout, you need to go to the module settings, select the layout, and then add the custom fields. You can choose from various field types (e.g., text, date, picklist) and configure them according to your requirements. This helps in capturing additional information specific to your business needs.

Can I revert a lead conversion in Zoho CRM?

Yes, you can revert a lead conversion in Zoho CRM. If a lead has been converted into a contact, account, or opportunity by mistake, you can revert this conversion to restore the lead to its original state. This feature is useful for correcting errors and ensuring data accuracy.

How do I create multiple conditions for validation rules in Zoho CRM?

To create multiple conditions for validation rules in Zoho CRM, you need to access the validation rules settings and define the conditions using logical operators (AND, OR). This allows you to set up complex rules that enforce data consistency and accuracy based on multiple criteria.

What are SalesSignals and how do I configure and use them in Zoho CRM?

SalesSignals in Zoho CRM are real-time notifications that alert you when a customer or prospect interacts with your brand, such as visiting your website, opening an email, or engaging on social media. To configure SalesSignals, you need to set up the necessary integrations (e.g., with your website or social media) and define the types of interactions you want to be notified about. This feature helps in timely engagement and follow-up with potential customers.