Data Import into Zoho CRM | Data Migration

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  • เผยแพร่เมื่อ 18 ต.ค. 2024
  • Import data from external sources like databases, data from Trade shows, Campaigns etc into your CRM without any hassle. Keep your data clean and avoid duplication using the Data Import feature in Zoho CRM.
    help.zoho.com/...
    www.zoho.com/c...
    For more such videos, check out the Mastering Zoho CRM Playlist: • Playlist

ความคิดเห็น • 10

  • @anuragbhardwaj7902
    @anuragbhardwaj7902 2 ปีที่แล้ว

    just for my own satisfaction cna zoho tell me where are these contacts and leads being stored by whcih i mean is there any external database inunderlying archetecture

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  2 ปีที่แล้ว

      Depending on the region you have created your account in, the data will be stored in or respective data centre which we own and operate.

  • @manuelfernandezsanchez1647
    @manuelfernandezsanchez1647 4 ปีที่แล้ว +1

    Es posible disponer del vídeo en castellano ?

  • @ILiPlaGa
    @ILiPlaGa 2 ปีที่แล้ว

    Import from xlsx not supported

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  ปีที่แล้ว

      Hello there, we're working on revamping old videos and removing outdated information. It will be available in a few months. Thanks for taking the time to comment. Please keep giving us your valuable feedback. :)

  • @mattirons5104
    @mattirons5104 4 ปีที่แล้ว

    Import of tags DOES NOT WORK! Very frustrating... OK I will try using notes as tags, hmm cannot search those in contact module, only by when they've been updated. How about in Desciptions? sure... but cannot search descriptions at all... what a clunky clusterf*ck software.

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  4 ปีที่แล้ว

      Hey Matt, yes you can't import tags from other data but you can assign a tag to the records while you're uploading it. You can also mass select records in a module based on your criteria and assign a tag to them. Please talk to our team, we can come up with some options together depending on your use-case.

  • @soundkode
    @soundkode ปีที่แล้ว +1

    Hey, Zoho, try deleting videos which are outdated. Your whole UX/UI is completely different from what people are seeing on this video. You guys really need to start providing better customer services. I am already thinking about moving my company away from Zoho for this very reason.

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  ปีที่แล้ว

      Hello there, we're working on revamping old videos and removing outdated information. It will be available in a few months. Thanks for taking the time to comment. Also, I'm sorry that you're facing an inconvenience. Please let me know how we can help you by writing to us at
      support@zohocrm.com. We'll assist you at the earliest.