Data Administration - An Overview
The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases.
Based on the organization's requirement, user(s) with Administrator privilege can set up the CRM data administration. The specific operational procedures within Zoho CRM's data administration are explained below.
Import Data
Import data from other sources into your CRM account and automatically assign it to the respective users.
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Export Data
Export data from your Zoho CRM account to other places. Learn more
Data Migration
Migrate data from other CRMs into your Zoho CRM account. Learn more
Monitor Audit Logs
Monitor every action that that took place in a module or a record. Learn more
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Can I move deals to a particular pipeline and assign a stage during data migration or import?
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Can I change the data type for the custom field that I already created?
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What are the lawful bases the data controller can use to process customer data?
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