Mass Updating Records in Zoho CRM
1. Create a filter to get a better view of the contacts, leads or accounts you want to mass update
2. Select all. Be careful if there are more than 100 you will have to repeat the operation until the last selected!
3. Select the field that needs to be updated - choose the new status - Update.
Related Articles
Zoho CRM: Storage Space
Zoho CRM is a cloud application where you can securely store your customer data. The storage space is allocated based on the CRM edition and the number of users under your organization's standard license. This space includes the space occupied by ...
Zoho CRM Settings - Configure Email Address
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 ...
Gestion de la sécurité et des accès aux données dans Zoho Directory et Zoho CRM
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 ...
Import Zoho CRM
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 ...
Zoho CRM - Keep Copies of Emails using BCC Dropbox or POP 3 Account
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 ...