How can I delete the existing data in my Zoho CRM account and start with a fresh account?

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• How can I delete the existing data and start with a fresh account?

  You need to manually delete all the data in your account to start with a fresh account. You can also close the existing account and sign up for a new Zoho CRM account (Not Recommended). Note: If you close the account, you will be able to use the same ...

• Importing Data to Zoho CRM

  Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...

• How can I add an existing Zoho CRM user to my company's CRM account?

  You can add a user to your company's CRM account if the user's email address is not already used to create an account in Zoho CRM. In such cases, when the email address of the user is not available, you have two options: Option 1 - Replace the user's ...

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  Integrating surveys with Zoho CRM helps synchronize all your survey responses within your CRM modules automatically. You can add survey links in CRM email templates and view the responses from your leads and contacts within Zoho CRM. You can also add ...

• Quick Start Guide

  Purpose of this guide This guide encapsulates the key steps in the Zoho FSM account setup and the automated process flow. At the end of this guide, you will be able to complete the gamut of activities under work order management successfully. About ...