Cleaning up the CRM
22 Topics
Email
6 Topics
Workflow Rules
5 Topics
Imports
7 Topics
Filtering
9 Topics
Forms
9 Topics
Imports
Chances are that one day you will have data outside of Zoho that you want to record in CRM. Any more than a few records though, and it would be tedious and slow. Zoho CRM has a really robust import tool that is essential to know how to use!
However, without just a little background, it may seem difficult. Watch the few short videos in this lesson to be able to import quickly and confidently and save a lot of time.