Related Articles
Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
Troubleshooting Data Import and Export
1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
What are the things I need to check before I import data?
Before you import your data, it is important that you test your import using a sample file. Please go through the Import checklist to make sure you import your data properly. Related Link: Import Data to Zoho CRM
Data Privacy
A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your Zoho CRM account, you will be able to view another section, namely Data Privacy. This section has the following details: Data Source ...
What are the things I need to check before I import data?
Before you import your data, it is best to test your import with a sample file. Please go through this checklist to make sure you've imported your data properly.