I am a new user. Trying to learn a bit about Zoho.
We have been using an extinct version of ACT! ... 6.0.
I am trying to import 3 lists of clients: Active, Inactive and Prospects.
In the "contacts" module I would like to create views for each heading and inport each accordingly.
How or where would you identify these during the import so that the would be differentiated during a look up?
Thanks for any help and patience. This will take me some time, but I am pretty committed to making this work.
No spell check on this ... yikes.
Novice!