Mapping Product Ownerships/Contact
Migrating data from Salesforce that was built out for real estate so we have "Companies (accounts), Contacts, and Properties (products). I figured using the "Products" tab would make the most sense for the "properties" tab we currently have. I have successfully uploaded all our properties but I am having issues mapping the ownership ie. the "Contacts" attached to the products. I have an ownership data sheet that was exported from our CRM which has (property ID, Account ID, Contact Owner) so appears to be the appropriate data to accomplish this but i am not sure which module to use to map these? Any advice here would be helpful
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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. ____________________________________________________________________________________________________________