Manage your Data

Manage your Data

Manage your Data

There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your day-to-day activities would include:

  • Import data from external sources to CRM
  • Export data from your CRM account
  • Duplicate your database
  • Use the right keywords to filter your data
  • Use page-level and record-level navigation to spot data
  • Perform mass operations to save time and effort
  • Organise events in CRM calendar

Import 

Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organisation Records option.


Export 

Export data in CSV format from individual CRM modules in your CRM account. You can either manually export the records or request a data backup.


Make use of the page-level and the record-level navigation to easily move to the required record. Page-level navigation allows moving from a particular page to the previous or next consecutive page. Record-level navigation allows moving from one record to the previous or next consecutive record(s).


Advanced Filters

Use the advanced filters to filter records based on sales criteria such as activities, email status, among a host of other parameters.

Bulk record actions

Perform mass operations such as the mass update, mass transfer, mass delete, mass email etc. for easy and quick management of records.

Organise events using CRM Calendar

Use the CRM calendar to schedule events and calls. Set up CalDAV on your iOS devices so that you have just one calendar for official as well as personal events. Sync your events Google Calendar and Microsoft Outlook.


    • Related Articles

    • Data Privacy

      Data Privacy View Data Source View Personal Fields Manage Data Processing Bases A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your CRM account, you will be able to view another section, ...

    • Manage Hierarchy Preference

      Manage Hierarchy Preference A hierarchy structure in an organisation is defined to rank members according to their designations. The CRM provides two different hierarchy structures for your organisation: Role Hierarchy and Reporting Hierarchy. You ...

    • Create and Manage Groups

      Create and Manage Groups Create Groups Assign Users to Group Edit Groups Delete Groups Share Records with Groups Create Groups You can create different types of user groups and share the common records among groups. To create groups Go ...

    • Manage Business Hours

      Manage Business Hours Set Business Hours Create and Assign Shifts to Users Add Break Hours Create Holiday Lists Mark As Unavailable in the Calendar How Business Hour Influences Other CRM Functions Business Hours define the working hours of an ...

    • Manage Users, Roles, and Permissions

      Manage Users, Roles, and Permissions As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages ...