How many records can I import into Zoho CRM?

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• 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 ...

• Checking Duplicate Records in Zoho CRM

  When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Zoho CRM helps you arrest duplicates even before they can be created, with the help of what we call "unique ...

• Tagging Records in CRM

  Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...

• Import project users from Zoho CRM

  Zoho Projects provides an option to import users and accounts from Zoho CRM. From Zoho CRM, you can now import your project and client users to your Projects portal. This feature is not available for Zoho CRM Plus and Zoho One users. Login to Zoho ...

• Import Data from Zoho CRM

  In Zoho Recruit, you can import job openings, candidates, contacts, and clients from Zoho CRM. Before importing the data, you need to: Go to the Zoho CRM page (Setup > Marketplace > Zoho > Zoho CRM). Enable Zoho CRM integration. Map the Zoho Recruit ...