Identifying Existing Account from a New CSV list
I typically work with small lists that I copy and paste account name into search to see if it exists already in our ZOHO crm before I choose which ones to mass import.
My problem now is that I just received a large list of prospects. Is there a way to have crm do a mass search to let me know which companies already exist in our CRM?
Should I break it into group of say 100 to import and choose "skip" when importing?
If I choose "skip" option when importing, will crm provide me with a list of which prospects were skipped due to name matches?
- Jeff
Lahar Mfg