These are some of the methods to manage your contacts:
Mass Transfer: You can transfer records in bulk from one user to another. You need to have the Mass Transfer profile permission for individual modules to use this feature. Read More
Mass Delete Contacts: You can delete a group of contacts using this tool. For example, you can delete all the contacts for a particular company added in your Contacts. Read More
Mass Update Contacts: You can update details of a group of contacts using this tool. Read More
Mass Email Contacts: You can send mass email based on your Zoho CRM Edition. 12AM to 11.59PM GMT is considered as one day, to calculate the email count. The mass emails per day, per company includes Autoresponders, active email Schedulers, Macros and Mass emails. You can't send mass emails in the Free Editions.
In the Standard Edition, you can send a maximum of 250 bulks emails per day, per company. This increases to 500 emails per day in the Professional Edition, while for the Enterprise and CRM Plus Editions, it is 1000 emails per day, per company. You can also increase the mass email limit to 2250 emails per day, per organization for an additional cost. To enable this feature, please write to support@zohocrm.com
Assignment Rules: Assignment rules will help you assign records to users in Zoho CRM automatically. The assignment rule is only applicable for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. You can automatically assign an owner to records based on specific conditions (lead source, country etc) or distribute leads equally among all members of your organization through the round-robin process. Read More
Import My Contacts: You can import contacts from external files in the XLS, CSV or VCF formats, with the size not exceeding 5 MB. You can import the XLS, VCF, or CSV format files up to 5000 records. Beyond 5000 records, you can only use the CSV format files. Read More
Export Contacts: Click the “Export Contacts” link and you will get an excel file with all your contacts in the CSV format. You can save this file in your system for future references. Read More
Autoresponders: You can send automated replies and followup emails to prospects and customers. Read More
Schedule Mass Email: You want to send bulk emails to selected leads or contacts at a specific time, but will be busy in a meeting then. Use the Mass Email Scheduler to send that email, even in your absence. Read More
Approve Contacts: The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly added to the modules, but need to be approved first, so the other users can access them. Records can be approved for the Contacts module as well.Read More
Deduplicate Contacts: Find all duplicate records in bulk and merge them as one record. Use the deduplicate feature to search for all duplicate records in a module based on a selected field's value. You can choose one from the 4 fields that are available based on the selected module. Records with duplicates in the selected field's value will be listed for you to select and merge, if required.