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Maintaining a Clean CRM Database

It helps to learn in an effective way by which you can maintain a clean, organized and valid data set in Zoho CRM. It helps to discover how to deal with the challenges in consistently managing the validity of data.

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What's Inside

                  Table of  Contents

       • How messy is your CRM Database?

       • Managing duplicate records

           Arrest duplicates before they can be created 

           Merge duplicate records 

  • Validating CRM data

           Automatic submission of records for manual approval 

           Data validation as part of a business process 

  • Customize fields

           Mandate important sales information

           Set maximum character limit for fields

      • Maintain a Style Sheet 10 

      • Use Roles for Security 10

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