Hello,
I am trying to clean up my Zoho records and need help preserving email history. Currently, I am using the Zoho Outlook plug-in to attach emails to the appropriate lead or opportunity in the CRM.
Essentially, I am going to export an existing opportunity and import it back in as a new lead, using the same information. Is there a way to export/import email history?
At the end of the process, I would like to be able to see the new leads with any emails that were sent/received in the past associated with the previous opportunity, before the lead was imported.
Thanks,
Judy