Hello,
For another company, we want to use all the structure and layout (maybe workflow) of Leads, Contacts, Accounts / Vendirs, Deals, Activities. However we don't want the data to be copied.
I thought about using an export or a back-up which I would import into the new Zoho CRM. But I see Data are also exported, which is not welcome.
How can I export the structure to reimport it ? Of to mitigate, what should I do to have a minimum of data imported into the new CRM (which will be then delete)
Any suggestions ?
Thanks.