CRM - Personal Date Formatting
For your own date format presentation go to Settings > General > Personal Settings > Locale Information and change as required:
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CRM - Zoho Sheet View
You may find it easier to use Zoho Sheet View to edit records in bulk. It opens up the module's data in a Zoho Sheet spreadsheet in a new browser tab with the most important fields of the records as columns. Using Zoho Sheet View you can: View/update ...
CRM - Import Leads with a CSV file
1. In CRM, go to Leads and Import then Import Leads 2. Under the From File option, browse to the CSV file containing the Leads you wish to import: 3. Once uploaded successfully, click Next: 4. You can skip importing any Leads that currently exist, if ...
CRM - Useful Links
Community FAQs User Guides Tips
CRM - Lead Conversion Mapping
When adding/changing fields that are converted from Leads to Accounts/Contacts/Deals, you can use the Lead Conversion Mapping menu to ensure fields are copied over. You can select different mapping per Layout, then using the drop-down menus you can ...