Skip Navigation LinksHome > Categories > Code from a Category

Zoho CRM: Import My Organization Leads and Assign to another User as Owner



User Name: jamest85
Name: James Tang
Contact Me: www.datawebcoder.com/ContactUs.aspx
Home Page: www.datawebcoder.com
Google Apps for Work Partner, Certified Zoho CRM Consultant. 7 years experience on Zoho consulting, implementation, and programming using C#, VB, Php..., 15 years of total IT experience including prog... [More]
Viewed Times: 1402
Add Date: 08/23/2012
When you want to mass import Zoho CRM Leads/Contacts..., you might want other zoho crm user to be the leads owner. here is how to do that:
In your Excel sheet or .CSV file, create a column, for example: Owner, and put the Zoho CRM user's Email address in it. (Not Name, Not UserName, Not UserID)

Find "Import Leads" button -> check the " Import My Leads" radio button => ....

Post a Comment

Name: (Optional)
Email: (Optional, you can get an email if somebody replys your comments)*
Email me if somebody respons my comment below:
Details**:
Enter Text
as Below:
(case insensitive, if hard to read, click the "get a new one" button)
 
    
* Your email address will not be shared with any third parties for any reason.
** Maximum 1000 charactors.