General
Zoho Admin Issue Report: Update Sage Contact
If a consultant updates a Contact in CRM, those changes need to be reflected in Sage. If you are assigned a Contact to update, please do the following: 1. Click on the link in the email alert to open the Contact in Zoho CRM. 2. Open the customer in ...
Zoho Admin Issue Report: Ticket Issues in Zoho Desk
Issues with reporting can occur if a Desk ticket is created without a proper Ticket Type assigned. If you have been assigned Desk Ticket Types to correct, please follow the steps below: 1. Via the report you received, access the Ticket record by ...
Zoho Admin Issue Report: Owner Issues in CRM
Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below: 1. Via the ...
Zoho Admin Issue Report: Quotes in CRM Status Review
This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM". 1. Access the quote via the provided ...
Zoho Admin Issue Report: Populating the Territory Name Field in CRM
All Contacts & Prospects must have the Territory Name field populated in CRM. Sometimes this field is missed due to some automated process. If you have been assigned to populate some Territory Name fields in CRM, please follow the steps below: 1. Via ...
Updating your Zoho CRM App
1. Go into your App Store or Google Playstore. 2. In IOS, select the person icon on the top right corner. 3. In Google Playstore, select the hamburger menu in the top left corner. 4. In the App Store Scroll down until you see Upcoming Automatic ...
Reset Zoho CRM App
1. Click on More 2. Click on Settings 3. Click on Reset App 4. Click on Reset App
CRM App Settings
Prospect Setup 1. Click on More 2. Click on Prospects 3. Click the Gear 4. Adjust all settings as highlighted below 5. Click Sync Desktop Settings Contact Setup 1. Click on More 2. Click on Contacts 3. Click the Gear 4. Adjust all settings as ...
Event Preferences
To adjust your calendars preferences, please complete the following steps. These must be done via a computer. This setting is not available on the CRM app. 1. While in CRM, click on the calendar icon 2. Click on Day, Week or Month 3. Click on Options ...
Syncing CRM calendar to Outlook
1. If you are currently logged into CRM, sign out. 2. Click login to log back into CRM 3. Click on the dot dot dot icon 4. Click on Microsoft 5. Enter your LE email 6. Click next 7. Enter your email password 8. Click sign in 9. Click on the wrench on ...
Adding attachment to records
1. Find and open the record. (Contact, Prospect, Quote, Activity) 2. Hoover your mouse over "Attachments" in the left menu. 3. Click on the plus sign. 4. Click on "Upload File" 5. Click "Click Here or drop files here to attach. 6. Locate the needed ...
Quick edit a record in Zoho CRM
1. Find and open the contact. 2. Place your mouse over the desired field to edit. 3. Click the pencil. 4. Make the needed changes to the field. 5. Click the green check box.