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Measure Lead Response Time Extension

Introduction

Thank you for choosing the “Measure Lead Response Time” extension for Zoho CRM. This powerful tool is designed to help you accurately track and measure the response time for leads in your CRM system. By monitoring your team’s response time, you can improve customer satisfaction, streamline sales processes, and enhance overall efficiency. This help document will guide you through the installation, configuration, and usage of the extension.

1. Installation

1.1 Prerequisites

Before installing the “Measure Lead Response Time” extension, ensure that you meet the following requirements:

  • Active Zoho CRM subscription.
  • Administrative access to your Zoho CRM account.
  • Supported web browser (Chrome, Firefox, or Safari).

1.2 Installing the Extension

To install the extension, follow these steps:

  1. Log in to your Zoho CRM account.
  2. Navigate to the Zoho Marketplace at https://www.zoho.com/marketplace.
  3. Search for “Measure Lead Response Time” in the marketplace search bar.
  4. Locate the extension and click on it to view the details.
  5. Click on the “Install Now” button.
  6. Review the permissions requested by the extension and click “Accept.”
  7. The extension will be installed in your Zoho CRM account.

2. Configuration

2.1 Accessing Extension Settings

To access the settings of the “Measure Lead Response Time” extension, follow these steps:

  1. Log in to your Zoho CRM account.
  2. Navigate to the CRM home page.
  3. Click on the gear icon in the top-right corner to access the settings menu.
  4. From the dropdown menu, select “Setup” to open the Zoho CRM setup page.
  5. In the setup page, locate and click on the “Extensions & Customizations” section.
  6. Under the “Extensions” tab, find and select “Measure Lead Response Time.”

2.2 Setting Response Time Criteria

Within the extension settings, you can define the response time criteria based on your business requirements. Follow these steps to configure the response time criteria:

  1. Access the extension settings using the instructions provided in section 2.1.
  2. In the “Response Time Criteria” section, click on the “Add Criteria” button.
  3. Specify the criteria details, such as the response time limit, measurement units, and notification preferences.
  4. Save the settings to apply the response time criteria.

3. Usage

3.1 Monitoring Lead Response Time

The “Measure Lead Response Time” extension provides real-time monitoring of lead response time. To track the lead response time, follow these steps:

  1. Log in to your Zoho CRM account.
  2. Navigate to the CRM home page.
  3. Locate and click on the “Leads” module in the left sidebar.
  4. Within the Leads module, you will find a new column labeled “Response Time.”
  5. The “Response Time” column displays the time elapsed since the lead was assigned or created.
  6. You can sort the leads based on response time to prioritize follow-ups.

3.2 Generating Reports

The extension allows you to generate reports on lead response time for better analysis and performance tracking. To generate reports, follow these steps:

  1. Log in to your Zoho CRM account.
  2. Navigate to the CRM home page.
  3. Click on the “Reports” tab in the top navigation menu.
  4. Select the “Lead Response Time” report category.
  5. Choose the desired report type, such as summary or detailed.
  6. Customize the report filters and date range as needed.
  7. Click on the “Generate Report” button to generate the lead response time report.
  8. The report will be displayed, and you can export it in various formats for further analysis.

4. Troubleshooting

4.1 Common Issues

Issue: Extension not visible in the Zoho CRM setup page.

  • Ensure that the extension installation was successful. Check the installation steps in section 1.2.
  • If the extension is installed but not visible, try clearing your browser cache and refreshing the page.

Issue: Incorrect response time calculations.

  • Double-check the response time criteria configured in the extension settings.
  • Verify that the lead creation/assignment timestamps are accurate in your CRM system.

4.2 FAQs

Q: Can I customize the response time criteria for different lead types? A: Yes, the extension allows you to set specific response time criteria based on lead types. Refer to section 2.2 for instructions on configuring criteria.

Q: Can I receive notifications for leads that exceed the response time limit? A: Yes, you can set up email notifications for leads that exceed the response time limit. In the extension settings, specify the email addresses to receive notifications.