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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 - 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 - Personal Date Formatting
For your own date format presentation go to Settings > General > Personal Settings > Locale Information and change as required: