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.
    


​

    • Related Articles

    • Import Records

      Import records When you have a huge list of records in a spreadsheet and you would like to add them as contacts/accounts/deals in your Bigin account, you can import the file and they will be added accordingly.  Importing records involves the ...

    • How to automatically assign Leads to different users?

      Lead Assignment Rules can help you automate the process of assigning leads to all CRM users. You can set up lead assignment rules based on your organization-wide lead distribution process, to ensure that leads created through import or generated ...

    • What is the difference between " Import My Organization Contacts" and "Import My Contacts"?

      Import My Contacts The records will be assigned automatically to the person who is importing the file into the Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...

    • Can I manually assign records to territories?

      Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.

    • Import Data

      Importing records into your Recruit account can help you create new candidates from data gathered through various sources, such as a purchased record database or records from different business units. You can import records using two features: Import ...