How do I import records and assign them to other users in my organization?

How do I import records and assign them to other users in my organization?

You can import records and assign them to other users in your organization through three options:

  • Users: You can select a particular user and assign all the leads to that user.
  • Lead Assignment Rules: You can create rule criteria for assigning the records. When the conditions are met, the leads will be assigned to a specified Owner. For example, you can assign the leads coming from USA to the user by specifying the criteria as Country is USA.
  • Field Mapping: The lead owner field will get mapped from the file to Zoho CRM during import.
    


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