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 using this feature, you can assign the records to different users. In your import file, you need to create a column to specify the email address of the user to whom you want to assign the records. If the email address is not specified, the record will automatically be assigned to the user who imports the records.
Note: You can also select the Assign Lead Owner as per the Assignment Rules option to assign owners. This option is available only when you import records using Import my Organization's records feature.
Related Articles
How are records assigned to territories?
Records are assigned to the territories in two ways: Automatically - Records that meet the rule criteria in the territory will be automatically assigned to the territory. This is applied when records are created or edited. Contacts and potentials are ...
How can I delete the records that I imported recently?
The Undo This Import option permanently deletes the data that you import into your CRM account. This option comes in handy when the data is not imported properly. To delete the imported records: Go to Setup > Data Administration > Import > Import ...
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 ...
If I import records in bulk, will those imported records be seen in the Canvas View automatically?
Yes. Once you publish a Canvas Page for a module and assign it to a desired profile, the users in the profile will start viewing all their records in that Canvas View. This Canvas view will be applicable to all records of the module regardless of ...
Tagging Records in CRM
Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...