Hello, I am trying to import a CVS excel database. First, I want to make sure that this important field is going to take action in my CRM under Zoho and need to create a field possibly using INDUSTRY drop-down ? to specify the data origin and to find it later on on Zoho.
The only thing I need to do is to import a database that I can find easily when searching it. Example: I have a database that I will call "Clients from Expo W" now how do I do that export - import without editing the Industry later one indevidually? Thanks.
"Clients From Expo x" could be a value in the "Lead Source" Field, or a Custom Field. You could also import those records to a Campaign named "Expo X". All of these options make the Leads/Contacts searchable by the Field you choose.
Industry is typically that of the Lead/Contact e.g. Utilities, Retail etc.
Here I am... See bellow...(Import My Contacts Wizard)
I cannot create those fields from this location/page. Do I have to go to another place?
I did click on "Previous" but I cannot see nor create a field like "campaign name"
Also, the Help did mention this:
Drop-down List All data values displayed in the drop-down lists must exist in the corresponding Zoho CRM fields. For instance, if you plan to import account information that contains a value for the industry type drop-down list, before you import the account information, make sure all the industry values in the source file already appear in the drop-down list. If the values do not exist, you must either change the values in the source file to match the existing values in Zoho CRM, or have your administrator add the new values.
But How on earth can you create that drop-down on the excel to be imported to Zoho and how do you create a field for that import as well?