FAQs
How to associate campaign with other records?
To associate campaign with other records follow the steps below: Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the following details: Open Activities: To add tasks and events. Closed Activities: To display the ...
Is it possible to send two different campaigns from different Email addresses?
Yes, it is possible to send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
How to add fields in an existing web form?
In the form builder, you can drag & drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Website Integration > Web Forms. In the Web Forms ...
How can I send mass emails to 2000 contacts?
In CRM, you can send only 250 mass emails per day. Mass emailing includes emails sent using the following features: Autoresponders Mass Email Scheduling Mass Emails There are two options by which you can easily send out bulk emails from CRM to ...
How can I set up unsubscription form in my email templates?
You can use the unsubscription form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. The process to set up the form consists of three steps: Step 1 - Provide the Return URL and generate the HTML code ...
How many emails can I send per day from CRM?
You can send unlimited individual emails per day from CRM. However, you can send only 250 mass emails per day. Mass emailing includes emails sent using the following features: Autoresponders Mass Email Scheduling Mass Emails You can increase ...
How to schedule mass emails in CRM?
You can schedule mass e-mails by following the steps given below: Click the Leads/Contacts tab. In the Leads/Contacts Home page, under Leads/Contacts Tools, click Schedule Mass Email . Click New Mass Mail Schedule. In the New Mass Mail ...
Why is my signature not populated in the email messages that I send from CRM?
There are two ways of sending emails. You can send if from the Email tab (through Mail) You can send it from with a specific record (leads, Clients etc.) When you send it through the Email tab, the signature that you had added in Mail, will be ...
How can I insert links and images in my email template?
You can insert a hyperlink by selecting the text and using the hyperlink feature You can use an image or a logo in your email template, by following the steps given below: Click Setup > Templates > Email Templates . Click the Edit link ...
Does CRM storage also include mail storage for Mail Add-on users?
No. The Mail storage is the same that is provided by Mail. CRM storage does not include mail storage. However, the attachments sent with your emails are included in the CRM storage. The attachment limit varies based on your CRM Edition. Please note, ...
What is the use of Secondary Email address in Leads and Contacts?
In addition to the Email address field, a Secondary Email Address has been provided for leads and contacts. You may be using Mail Add-on to fetch your business emails and associate them to the leads and contacts in CRM. With this additional ...
What is the limit for the email attachements?
The following are the limitations for the email attachments: For Free Edition Users: 3MB for attachments For Professional and Enterprise Edition Users: 10MB for attachments For Mail Add-on Users (in any Edition): 10MB for attachments Please note, ...
My mass email limit has not exceeded then why am I unable to send more emails in bulk?
You can send mass emails based on your CRM Edition. The email count is calculated on a per-day basis, where 12 AM to 11.59 PM GMT is considered one day. The mass emails per day, per company includes Auto-responders, active ...
Can I clone an email template?
Yes, you can clone an email template but the new template will be created for the same record type. For example, if you clone an email template for Contacts, the Record Type cannot be changed to Leads or Potentials for the new template.
How can I track the leads/contacts to whom I have sent emails in bulk?
You can send bulk emails in batches and still keep track of the leads/contacts to whom you have sent the mails. Suppose you need to send bulk emails to contacts from the USA, you need to do the following: Create field - You need to create a custom ...
Why is my signature not populated in the email messages that I send from CRM?
There are two ways to send emails. You can send it from the Email tab (through Mail) You can send it from within a specific record (leads, Clients etc.)When you send it through the Email tab, the signature that you had added in Mail, will be ...
How can I add an image in my signature?
You can add logo/image in you signature by following the steps given below: To add image in your signature Click Setup > Personal Settings > Account Information. In the Account Information page, click Edit for the Signature section In the editor ...
How can I change the email address that is used to send emails to leads or contacts in CRM?
For users who do not have Mail Add on: The email address used to send mails to leads or contacts in CRM is based on the primary email address of the user. You need to change your primary email address as per your requirements and the same will be ...
The 'Send Mail' button to send individual emails is not working. What should I do?
When you click the 'Send Mail' button, a popup window (email composer) opens. Before planning to send emails, make sure that the popup blocker is not enabled. To disable popup blocker in Mozilla browser In the browser, click Tools > Options. In the ...
While sending emails from CRM, why am I unable to see the email templates that I created?
While sending emails from CRM, you will be able to see only those email template that you created for the selected record type. Email Templates are Record specific. It is created for a specific record type. For example, you can create a template for ...
Home Currency Change Request Confirmation
We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency, i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
What happens to the Currency Locale field under Company Details?
Once you activate the multi-currency feature, the Currency Locale field under Company Details will not be available. The Home Currency that you add while activating multi-currency, will be the used instead.
What happens to the Currency Locale field under Company Details?
Once you activate the multi-currency feature, the Currency Locale field under Company Details will not be available. The Home Currency that you add while activating multi-currency, will be the used instead.
How can I activate multiple currency for my organization?
f you are the Administrator then you can activate this feature by adding the home currency. Please note that once activated, you cannot deactivate the Multi-Currency feature. On activation: The system will take a while to apply Home Currency as the ...
Can I change the currency field for records?
No. You cannot change the Currency field's value for a record once it is created. The currency for a record can only be specified while creating a record (lead, company,client etc.)
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...
Home Currency Change Request Confirmation
We have restricted changing the home currency because it will affect existing records. The following are the effects of changing the home currency, i) The currency of all the existing records will be set with the new Home currency (say USD) and all ...
Can I change the currency of the records?
Yes. You can change the currency of the records in Zoho CRM. But this is subject to certain conditions. If you have NOT enabled Multi-currency: You can change the default currency by changing the Locale Information under Setup > Company ...
How do I implement multiple currencies in my web forms?
There are two cases where you can use currencies in your web forms. #1 Currencies as a drop-down list in the web form. The visitor can select the required currency. In this case, while generating the web form, you need to include the Currency field. ...
Can I mass update the Currency field for the records?
No. You cannot mass update the Currency field for the records. However, you can change the currency of the records, one at a time. See also Can I change the currency of the records?
How can I delete the currencies that I am not using?
You cannot delete the currencies that you are not using. As an Administrator, you can only deactivate currency. On deactivating a currency: New records cannot be created using the deactivated currency. However, you may be having existing records that ...
What happens to the Currency Locale field under Company Details?
Once you activate the multi-currency feature, the Currency Locale field under Company Details will not be available. The Home Currency that you add while activating multi currency, will be the used instead.
How many currencies can be used in CRM?
The Administrators can add any number of currencies in the organization's CRM account but only 10 currencies can be active. The others users can use only these active currencies.
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...
When my account is downgraded, what happens to the Time Based Actions that are scheduled for various records?
Time Based Actions are available only in the Enterprise Edition. So when your account is downgraded, all the time based actions that are scheduled for the records will be deleted.
How many alerts, tasks and field updates can I associate to a workflow rule?
You can associate maximum 5 alerts, 5 tasks and 3 field updates to each action (Instant or Time Based) in a workflow rule.
What are Time Based Actions?
Time Based Actions are a combination of alerts, tasks, and field updates that are triggered on a specified time after the rule is executed. You can create maximum 5 time based actions and associate to a rule. There are two options to associate ...
How can I disable workflow rules for Standard users?
Workflow rules can be defined by any user who has the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create another profile without the 'Manage Workflow' ...
The existing alerts and tasks that I created are not listed when I try to associate it to a rule. Why?
For a workflow rule, all alerts and tasks will not be listed. Only the alerts, tasks and field updates with the same Record Type as that of the workflow rule will be listed. For example: If the rule is for Leads, then only the field updates, tasks ...
How many emails can be sent per day using the workflow alerts?
(No. of Users x 100) or 5000, whichever is lower will be the maximum number of emails that you can send using workflow alerts.
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