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


User Name: jamest85
Name: James Tang
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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: 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 => ....

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