This guide provided by Zoho takes a look at probably the most essential component of your CRM, your data. This guide covers managing duplicate records, validating CRM data, customizing fields, maintain a style sheet, and user roles for security.
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This guide provided by Zoho takes a look at probably the most essential component of your CRM, your data. This guide covers managing duplicate records, validating CRM data, customizing fields, maintain a style sheet, and user roles for security.