Import Contacts, Accounts, Vendors, Produits, Deals, etc. 1. Go to Zoho CRM - Module (Contacts, Accounts, Vendors, Produits, Deals) - Create Contact ? Import. The fields must be mapped ! Apply Auto Mapping. In a short time a message will appear at ...
What is a Data Model? A data model is a representation of the data, its structure and how they relate to one another, including the constraints for processing it. It is crucial for the design of databases such as a Zoho CRM or a Zoho Creator ...
Gestion de la sécurité et des accès aux données dans Zoho Directory et Zoho CRM Le présent article a pour objectif de décrire la manière dont s'articule la sécurité et les droits d'accès dans Zoho Directory ainsi que Zoho CRM. Il faut en effet ...
Setup > Channels > Email > Email Configuration. Choose the Service Click IMAP. Enter the Email Address and then the Password In case you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP ...
When a User is leaving the company, all his emails connected via IMAP in the CRM will be unavailable. To solve this issue, 2 solutions can be used. The first one using BCC Dropbox permits to save a subset of emails. The second one saves all the email ...