Best Practices
Data Import into Zoho CRM - Data Migration
Suppression du Module Activities
À compter du 1er novembre 2023, l'onglet Activités de Zoho CRM sera supprimé. Veuillez noter que vous pouvez continuer à consulter et à travailler avec vos enregistrements d'activités par l'entremise des modules individuels existants - Tâches, ...
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 ...
Zoho CRM : Currency Contact/Account
Assign the correct currency to a Contact/Account for future transactions. Please note that once a currency has been attributed to a contact/account, you will no longer be able to change the currency. For any help regarding this procedure, contact ...
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 : Deduplicate contacts, leads, accounts
For any help regarding this procedure, contact support@djtal.ch.
Find and Merge Duplicate for contacts, leads, accounts
1. Go to Contacts, leads or accounts 2. Open one of the double contacts, leads, accounts 3. Select the fields that can match 4. Select duplicate contacts, leads or accounts 5. Select the fields with the correct info For any help regarding this ...
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 ...
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 ...
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 ...