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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...
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Viewed Times:
2149
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 => ....
Reply above Post
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