Import Leads and Contacts from Address Book in iPad

Import Leads and Contacts from Address Book in iPad

You can import the leads and contacts from your iPad Contacts to Zoho CRM, one record at a time.

To import a lead or contact from the address book

  1. Go to Leads/Contacts module.
    All the records in the selected module will be listed.
  2. Tap a record.
  3. In the Record Details page, tap the More Options icon
  4. Tap Import from Address Book.
  5. In the All Contacts screen, select the contact that you want to import.
  6. The contact's details will be available in the Add Leads/Contacts screen.
  7. Make the necessary changes and tap Save.
    The contact will be added as a record (lead or contact) in Zoho CRM.

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