Using Pulse - Online Help - Zoho CRM

7/11/2014 Using Pulse | Online Help - Zoho CRM
Using Pulse
How Can I...
Set up Field Configuration
Follow or Unfollow Records
Set Pulse Rate
View Records Followed by You
View History of Updates
Set up Field Configuration
As an Administrator, the very first thing to do while using pulse is to follow a record. Once you start following you will be able to view the Field
Configuration link and set the field configuration. Under field configuration settings, you can select a maximum of 5 important fields that you want to track
for any updates. Changes made to these selected fields will be listed in detail for each record under the Pulse tab.
Example: The Lead Status field is selected. John Smith (user) changes the status from Attempted to Contact to Contacted for the lead, Sarah Bell.
The entry will be listed for the record as "John Smith updated Lead Status from Attempted to Contact to Contacted".
In a similar case, when the Lead Status field is not selected under Field Configuration, the entry will be as "Lead (Sarah Bell) updated by John Smith"
Availability
http://www.zoho.com/crm/help/pulse/using-pulse.html#Set_up_Field_Configuration 1/10
Profile Permission
Required: Users with the
Administrator profile can set up
field configurations
Note
The users with cloned administrator profiles will not be able to access it.
You need to follow at least one record to view the Field Configuration link.
The field configuration needs to be set individually for each module.
You can select a maximum of 5 fields here.
Changes made to the fields that are not selected here will not be in detail. You will only be notified of a change being made by a user.
You can select any standard or custom field except for the Text Area fields.
Following are the list of fields that will be selected by default under Field Configuration:
Module Fields
Leads Lead Status
Email Opt Out
Lead Owner
Accounts Account Type
Account Owner
Phone
Contacts Email Opt Out
Contact Owner
Potentials Amount
Closing Date
Stage
Potential Owner
To set up field configurations
1. Log in to CRM with Administrative privileges.
2. Click the Pulse tab.
3. Under the Pulse tab, click the Field Configuration link.
4. In the Field Configuration popup, click Edit.
5. Select the fields that you want to track for any updates.
A maximum of only 5 fields can be selected.
6. Click Save.
Follow or Unfollow Records

On activating Pulse feature for the profiles, the users belonging to the profile will be able to follow and unfollow the records from the Leads, Accounts,
Contacts and Potentials modules. Once you start following a record, its activities and updates will be listed under the Pulse tab. You can also automate
the process of following or unfollowing records using Workflow Follow-ups.
Note
You will be able to view the updates of only those records that are accessible to you and followed by you.
There is a limit on the number of records that you can follow. This includes records from the Leads, Accounts, Contacts and Potentials modules.
The activities and updates that will be recorded under Pulse tab:
Adding and deleting a record (Leads, Contacts, Accounts, Potentials).
Deleting records from the List View (individually or in bulk), and using the Mass Delete feature.
Updating a record, i.e. editing the fields in a record.
Updating records using the Mass Update feature.
Updating fields values of records using Workflow Field Updates, when a workflow rule is triggered
Adding & updating activities, i.e. Tasks, Events, Calls.
Closing a task.
(Not for events as they are automatically moved under Closed Activities after the End DateTime.)
Adding tasks using Workflow Tasks, when a workflow rule is triggered.
Sending emails to leads and contacts.
Adding & editing notes.
Adding potentials & contacts under an account.
Changing the owner of a single record at a time.
Restoring the records from Recycle Bin (individually or in bulk).
Alerts, tasks and field updates triggered using Macro.
The activities and updates that will NOT be considered:
Editing contacts or potentials under an account will not be listed under the Account.
Deleting related lists under a record.
To follow or unfollow records
1. Click Leads, Accounts, Contacts or the Potentials module and select a record.
2. In the [Record Details] page, click Follow or Unfollow.

Alternatively, click the Pulse tab, and click Follow or Unfollow for the corresponding record.
Set Pulse Rate
The pulse rate denotes the number of days and is used to set the count between 1 to 180. Based on this pulse rate, records that you follow will be
listed in two different sections.
Records that are not updated before a specified time period - To keep track of all the important leads that have been inactive for a period of
up to 6 months.
Records that are updated within the specified time period - To keep track of the activities and changes in records that you follow.
Example: You want to view the records without activities or updates for the past 5 days. You need to set the Pulse Rate at 5. Then the records that have
not been updated for the past 5 days will be listed. You will only see the records that were last updated 5 days or more (maximum 180 days).
To set pulse rate
2. Move the Pulse Rate Slider to the required number.

The Slider can only be set from 1 to 180 days. You can also enter a number from 1 to 180 in the text box.
View Records Followed by You
The Followed by me option give you an easy access to check the status of the records that are followed by you. Based on this pulse rate, records that
you follow will be listed in two different sections.
To view records followed by you
2. Select All, Leads, Accounts, Contacts or the Potentials module from the M odule drop -down list.
3. Click the Followed by me link.

You will see the list of lead, contacts, accounts and potentials followed by you.
View History of Updates
Using the Pulse feature, you can follow and unfollow important leads, accounts, contacts and potentials in your Zoho CRM account. This allows you to
keep a track of all the changes made to a record. The Records updated and Records not updated sections list all the records that you follow and a
history of all the changes made to the records since you followed them.
To view history of updates
2. Select Leads, Accounts, Contacts or the Potentials module from the M odule drop -down list.
3. Select a user from the Owner Name drop -down list to view only the records that belongs to the user.
4. Select a record to view the history of the updates.
TOP
Note
The filter by Owner Name and Module will be set as default until you change it the next time.
Under the Records updated section, the records will be listed from recent to the oldest.
The Business Card View will be the same as that of the record in the respective module.
For records in the Pulse tab, the Description field will not be available in the business card view.
Each record will show the number of followers i.e. how many users are following the record.

Using Pulse - Online Help - Zoho CRM

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Using Pulse - Online Help - Zoho CRM

Uploaded by

Copyright:

Available Formats

7/11/2014 Using Pulse | Online Help - Zoho CRM

How Can I...

Set up Field Configuration

Follow or Unfollow Records

Set Pulse Rate

View Records Followed by You

View History of Updates

Set up Field Configuration

The field configuration needs to be set individually for each module.

You can select a maximum of 5 fields here.

Leads Lead Status

Email Opt Out

Accounts Account Type

Contacts Email Opt Out

To set up field configurations

1. Log in to CRM with Administrative privileges.

2. Click the Pulse tab.

3. Under the Pulse tab, click the Field Configuration link.

4. In the Field Configuration popup, click Edit.

Follow or Unfollow Records

Adding and deleting a record (Leads, Contacts, Accounts, Potentials).

Updating a record, i.e. editing the fields in a record.

Updating records using the Mass Update feature.

Adding & updating activities, i.e. Tasks, Events, Calls.

Adding tasks using Workflow Tasks, when a workflow rule is triggered.

Sending emails to leads and contacts.

Adding & editing notes.

Adding potentials & contacts under an account.

Changing the owner of a single record at a time.

Restoring the records from Recycle Bin (individually or in bulk).

Alerts, tasks and field updates triggered using Macro.

The activities and updates that will NOT be considered:

Deleting related lists under a record.

To follow or unfollow records

2. In the [Record Details] page, click Follow or Unfollow.

Set Pulse Rate

To set pulse rate

1. Click the Pulse tab.

2. Move the Pulse Rate Slider to the required number.

View Records Followed by You

To view records followed by you

1. Click the Pulse tab.

3. Click the Followed by me link.

View History of Updates

To view history of updates

1. Click the Pulse tab.

4. Select a record to view the history of the updates.

You might also like