Data Administration
Recycle Bin
The Recyle Bin stores all the records and files that are deleted from the CRM account. The records in the recycle bin will be available for 60 days after which it will be permanently deleted from your CRM account. Notes The records in the Recycle Bin ...
View Storage
You can purchase additional file storage (minimum 5 GB) priced at USD 4/month for 5 GB. You can purchase up to 100 GB extra storage from the Manage Subscription page in your CRM account. Please note that the option to purchase additional storage is ...
Request Data Backup
You can send a one-time backup request or schedule a weekly, biweekly or monthly data backup. You will be charged $10 (USD) for every backup. In the Paid Editions, you get 2 free data backups per month. For example, if you have requested to get data ...
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, ...
View Import History
Maintaining a log of the activities performed in your CRM account is always useful. You know when a record was edited, or who added a record. Similarly, a log of the import activities is also useful in knowing who imported records, when it was ...
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 ...
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, ...
Dashboards
Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory ...
Reports
CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In CRM, standard reports are provided in various modules, which can be either used as it is or customized ...