Questions Answered
#1 (0:42) I know there is the Parent Company field in CRM Accounts, but it doesn’t work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch.
#2 (2:27) Is there a way to put a button on the contact record so that when I make a phone call on my cell phone, I don’t have to dig through the Zoho menus to log the call?
#3 (5:34) I have a nurturing Campaign that has a 7 email sequence, and there are between 2 and 5-day delays between each email based on their action.
Is there a way to test the sequence before hitting the Go Live button?
#4 (9:15) What’s the use case for integrating Zoho Desk with Zoho Campaigns?
#5 (12:25) I set up a multi-select custom field in Zoho Campaigns, but Zoho is having trouble segmenting contacts with multiple interests when I use the “is” function in the segment criteria. Do I have to use “contains,” or is there a way to use “is”?
#6 (14:32) Whilst I like the look of smooth messenger, most of our clients prefer WhatsApp to SMS. Any recommendations for a smooth messenger equivalent for WhatsApp?
#7 (19:40) Is anyone aware of a resource that demonstrates what you are missing out on by not upgrading? Looking for something along the lines of, “you won’t be able to do this in Standard, but you can in Enterprise.”
#8 (23:04) I have encountered this problem twice now, where PageSense unexpectedly pauses. We contacted Zoho for assistance, but they were unsure about the cause and promised to investigate. However, we have not received any updates from them, and the issue recurred about a month later. Has anyone else experienced sudden pauses in PageSense campaigns, and if so, do you have any explanations for why this is occurring? We have to go into each experiment and relaunch it manually.
#9 (25:53) I’m trying to link a subform with a lookup field on Zoho Forms to the CRM. My form is a student application where they select multiple courses (which are my products in Zoho CRM). I want the course list to populate a subform in the CRM with the CRM product lookup associated. Is this possible?
#10 (28:48) Is it possible to create a ChatGPT integration with Zoho SalesIQ as well?
