What does "100,000 records" mean in the Features & Availability chart?
The entry "100,000 records" in the Features & Availability chart means that you will get to add a total of 100,000 records across all modules in Zoho CRM.In Zoho CRM, every row or entry you make is called a record. For example, you add a lead called Jasmine Frank under the Leads module. This row is called a record. There are several other modules such as Contacts, Accounts, Deals and so on. The number of records available for you depend on the edition you choose. In the Standard edition of Zoho CRM, you can enter up to 100,000 records across all modules.In higher editions, you have unlimited records.See also: Features & Availability Chart
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What does "100000 records" mean in the Features Availability & Limits chart?
The entry "100000 records" in the Features Availability & Limits chart means that you can add a total of 100000 records across all modules in Zoho CRM. In Zoho CRM, every row or entry you make is called a record. For example, when you add a lead ...
Sharing Records
Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some it is sharing data with peers ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
Merging Duplicate Records
When you work with a significant volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicate entries increase as well. For example, the same lead may ...