What are the things I need to check before I import data?
Before you import you data, it is recommended that you test your import with a sample file. Please go through the ckecklist to make sure you import your data properly. Related Link Import Data to CRM
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Import Data
To import data Click the [Module] tab. Module refers to the tabs like Leads, Clients, Accounts, etc. In the [Module] Home page, click Import [ Module ]. In the Import [Module] page do the following: Choose Import My [Records] or Import My ...
Import Data
Use the Import My [Records] feature to import the records owned by (assigned to) you. By default, the records' ownership is automatically assigned to the user who imports the records. Use Import My Organization [Module] feature to import all the ...
Export Data
The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note Module refers to the different tabs. For example, Leads, ...
Import Limits
If the import file is in XLS, XLSX or VCF format, you can import a maximum of 1500 records/batch. Records more than 1500 can be imported in CSV format. Check the Feature Availability table for Import Limits. Note The supported formats are Excel (XLS, ...
How to Spell check my composed messages?
To spell check the text in the composer beforesending click on the spell check icon. The wrongly spelled words will be highlighted Right Click the words. Spelling suggestions will beshown. You can choose the correct spelling from the list