This video covers some of the important administrative functionalities specific to data such as: Data Import, Export, Backup Operations, Storage. Performing bulk operations.
Import Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option. ...
As part of the marketing automation, Zoho CRM provides Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization's sales and marketing activities. With the Zoho CRM ...
Creating Campaigns How Can I... Create Campaigns View Campaigns Associate Campaign with Other Records Add Leads/Contacts to the Campaign Add New Leads/Contacts to the Campaign Add Existing Leads/Contacts Import Leads/Contacts Mass Update ...