How can I link contacts to an account while importing?
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Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
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How do I avoid creating duplicate records while importing?
While importing records, you can identify the duplicate records based on a unique field for each type of record. These are the fields for each type of record based on which you can check for duplicates: Leads - Email Contacts - Email Accounts - ...