Assuming lead is required, the following 14 results were found.
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An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email as a contact): // init v_Count = 0; v_CountDeleted = 0; // // sort criteria for our...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead. How? It sounds...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 Campaign 2 Campaign 3 ---------------- --------------- -------------- -------------- -------------- Joel...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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storing a note here because it took a while to figure out and googling other solutions did not answer our questions but did lead us to a workaround. So this is regarding an error when trying to add parameters to a Stored Procedure of an Oracle database...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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events. The calendar is separate to your own and to other Exchange ones. Eeek! A bit daunting of a process as you may be lead to believe that your personal calendar will be synchronized with the sharepoint site... but it isn't. The gist is: you will use...
- Type: Article
- Author: Joel Lipman
- Category: SharePoint
- Language: *
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SATA Drive with Dust Protected Enclosure and Emergency Eject - Sony £17.77 Other 2 X Serial ATA Sata Hard Drive Data Cable Lead - Unbranded £0.90 Total £189.75 Confirmed for January 2013 (2 suppliers): Motherboard / CPU / RAM Bundle Intel® Core™ i3-2120...
- Type: Article
- Author: Joel Lipman
- Category: IT Support
- Language: *
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Source(s): Zoho Creator - Community Forum - Random Sort/Shuffle a List Zoho CRM - Community Forum - Random number generator (Lead Module) Zoho Creator - Deluge Guide - List - Sublist
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// // set this to the authtoken value obtained earlier v_Auth_Token = "1234567890aaaabbbbccccddddeeeeff"; // // get lead details v_Type = "Leads"; if(!isnull(r_CallDetails.get("$se_module"))) { v_Type = r_CallDetails.get("$se_module"); } // set your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// loop through 5 pages of 200 records = 1000 records l_Pages = [1,2,3,4,5]; // // set search criteria v_SearchCriteria = "Lead:equals:" + v_RecordID + ""; // // set results parameters m_SearchParam = Map(); m_SearchParam.put("sort_by",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *