Contact Mapping Module-CRM
● Outcome:
The outcome of this use case is mapping contacts within Zoho CRM.
● Use case Implementation Steps:
Implementation Stage 1: Importing Contacts from local drive
Log in to Zoho CRM website with Administrator privilege.
Go to Contacts > Import Contacts > Browse.
Implementation Stage 2: Layout and Field Customization
Description: Select the appropriate import settings to ensure accurate record handling during the contact import process.
Input Options:
☐ Select “Add as New Contacts” if the records being imported do not already exist in the system.
☐ Choose “Update Existing Contacts Only” if the contact records are already present and just need to be updated.
☐ If you're unsure whether the contacts exist, select “Both” to allow the system to handle both new entries and updates.
☐ Use the Email field as the primary identifier to detect and match existing contacts.
Implementation Stage 3: Validations
Description: Ensure that each field from the imported file is accurately mapped to its corresponding field in Zoho CRM to maintain data integrity.
Input:
☐ Review the sample data to verify that field mappings are correct and aligned with CRM structure.
Output:
☐ A confirmation message indicating that the validation and import settings have been successfully applied.
Implementation Stage 4: Module Testing
Description: Verify that all contact details are correctly mapped by thoroughly testing each field. This includes checking the custom layout, field configurations, permissions, and other related settings.
Input:
☐ Review and validate the entered data.
☐ Make necessary adjustments to the configuration settings, if required.
Output:
☐ Any issues found during testing are documented for further investigation and resolution.
● Users:
● Partners:
It allows partners to understand their clients' requirements better, making it easier to provide the right solutions.
● CRM Admins:
It keeps the contact details updated, ensuring accurate data, which helps in creating reliable reports and making better decisions.
● Flow Chart:
● Tool Permission Required:
● Link Required:
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