How do I import records and assign them to other users in my organization?
You can import records and assign them to other users in your organization through three options:
Users: You can select a particular user and assign all the leads to that user.
Lead Assignment Rules: You can create rule criteria for assigning the records. When the conditions are met, the leads will be assigned to a specified Owner. For example, you can assign the leads coming from USA to the user by specifying the criteria as Country is USA.
Field Mapping: The lead owner field will get mapped from the file to Zoho CRM during import.
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What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts The records will be assigned automatically to the person who is importing the file into Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...
Whom are the imported records assigned to?
The imported records are assigned to users based on the import option that you select. Import my Records – If you import records using this feature, all the records will be assigned to you. Import my Organization's records – If you import records ...
Adding, Importing, Modifying, and Re-inviting Users
In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...
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 ...
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...