Want a faster way to add call logs? Check out this video that shows you how to add call logs by ticking a box. (Warning: Enterprise Edition + deluge scripting skills needed).
Do you add leads to your CRM via the Zoho CRM API? If so, you'll note that lead assignment rules don't work. I have developed a CRM extension called Advanced Round Robin that you can buy on the Zoho Marketplace. If you'd prefer to do it yourself, the below code can allow you to add round robin lead assignment functionality (though it's missing many of the more powerful features of the Advanced Round Robin extension). You'll need to set a few config variables like your authtoken and the user role you want leads to be assigned to. You'll also need to create a reference lead that's assigned to one of the users who should receive leads. The script will use this to figure out who should get the next lead. Thanks to Prakash from Zoho for giving me the base code for this script. Want more options? I have a paid version of this script that you can buy on the Zoho Marketplace.
Hi Jeremy thank you for the script, worked really well for me. I cannot code and simply copy / pasted the script. But when I tried to use the script with a custom button within the leads module (for instance to create a call log "occupied" with the click of a button) it returns an error: "Error at line number : 1
ReplyDeleteMismatch data type for function zoho.crm.getRecordById at argument index 2 expected data type BIGINT found dataType STRING"
Can you help? Thx Jens
Hi Jens,
Deleteyou'll need to change it to
lead_obj = zoho.crm.getRecordById("Leads", input.lead_id.toLong());
if using in a custom button as the parameters are all Strings rather than numbers.
Fantastic! Thank you Jeremy :)
Delete