Importing Quote data
I am attempting to import my quote data into CRM - Quote module and my import fails to identify the account. I have tried using the account name, account id as loaded, and ZoHoID number (obtained through an export of accounts). Am i doing something wrong or does it simply not function?
Topic Participants
Jim
Ishwarya SG
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How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________