Manage your Data
There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your day-to-day activities would include:
- Import data from external sources to CRM
- Export data from your CRM account
- Deduplicate your database
- Use the right keywords to filter your data
- Use page-level and record-level navigation to spot data
- Perform mass operations to save time and effort
- Organize events in CRM calendar
Import
Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option.
Export
Export data in CSV format from individual CRM modules in your CRM account. You can either manually export the records or request a data backup.
Navigate Records
Make use of the page-level and the record-level navigation to easily move to the required record. Page-level navigation allows moving from a particular page to the previous or next consecutive page. Record-level navigation allows moving from one record to the previous or next consecutive record(s).
Advanced Filters
Use the advanced filters to filter records based on sales criteria such as activities, email status, among a host of other parameters.
Bulk record actions
Perform mass operations such as the mass update, mass transfer, mass delete, mass email etc. for easy and quick management of records.
Organize events using Zoho CRM Calendar
Use the Zoho CRM calendar to schedule events and calls. Set up CalDAV on your iOS devices so that you have just one calendar for official as well as personal events. Sync your events Google Calendar and Microsoft Outlook.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Working with advanced filters
Zoho CRM's advanced filter is a useful tool for finding information in a specific CRM module. Once you've filtered the records, you can perform actions like sending emails, adding tags, changing record owners, updating fields, and more. You can even ...Troubleshooting Data Import and Export
When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is no ...Importing Data to Zoho CRM
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...Data Administration - An Overview
The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...Setting up Data Sharing Rules
By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...