Account Mapping Module -CRM
Outcome:
☐ Mapping accounts within Zoho CRM is the main objective of this use case.
Use case Implementation Steps:
Implementation Stage 1: Importing accounts from local drive
Log in to Zoho CRM website with Administrator privileges.
Go to Accounts > Import Accounts > Browse
Implementation Stage 2: Customize Layout and Fields
Description:
o From the layout’s dropdown, select Industry.
Input Options:
o Choose Add as new Accounts if importing new accounts.
o Choose Update the existing Accounts only if records already exist.
o If unsure, choose Both.
o Use Account Name to find and match existing accounts.
Implementation Stage 3: Validations
Description:
o Validate the fields in the import file against the fields in Zoho CRM.
Input:
o Check sample data mapping.
Output:
o Confirmation message on successful settings.
Implementation Stage 4: Test Your Module
Description:
o Test the account details including custom layouts, fields, permissions, and configurations.
Input:
o Check data.
o Adjust configurations if needed.
Output:
o Document any identified issues for resolution.
Users:
Partners:
o Helps partners better understand client requirements and provide suitable solutions.
CRM Admins:
o Ensures account data is up-to-date, aiding in accurate reports and improved decision-making.
Flow Chart:
☐ Tool Permission Required:
☐ Link Required:
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