Dear Zoho CRM Forum,
We are in the process of implementing Zoho CRM in our business and we are about to import many of our excel list with clients etc.
In relation to that many of our lists includes company name, contact name, email, phone, title etc. I would like to create both an Account and a Contact, but I do not know how i most efficient could do that.
Can anyone help me if that is possible, and if so how the best way is to do it?
Thanks,
Janus
WCL