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Making custom fields
HACK: Make custom fields in the LEADS section of CRM --- you will have the option there to carry forward that field to other modules like contacts, deals accounts etc. BUT ideally data is not duplicated so only do this for fields you know you want on multiple modules.
HAVE TO LIVE WITH THIS: When updating you will have to update each custom field in each module individually from here on out!
DONT FORGET: Mapping lead conversion custom fields allows the data to carry forward.
FINISHING TOUCH: Match the placement of the records in the same place so that its reflexive to add details in various views
Importing data to Zoho Campaigns
FOR MULT SELECT LOOKUP FILTERS (Affiliates) - We need to push from CRM filter to Zoho campaigns
FOR ALL OTHERS - Contact sync should be good enough to filter from campaigns
Data diligence
PLEASE Take care to enter thoughtful correct data in the correct place
DONT create custom fields that belong on Accounts to a Contact.
Bulk importing Leads and Contacts IS NOT RECOMMENDED (but possible, mostly used for switching CRMs)
Multi-select lookup fields (ie. Affiliations) do not import gracefully
It is best to incorporate using Zoho into your daily workflow
If you are adding leads/contacts one at a time to a spreadsheet you may miss details - simply add leads one at a time to Zoho instead
AVOID “lookup” attributes in Zoho CRM they are not easily transferable to Zoho campaigns
Lead Type is one of the only “cross module” custom fields currently KEEP IT UP TO DATE for best results
New fields are accepted but not visible as an option if not up to date
EMAIL MARKETING is mostly done in ZOHO Campaigns
If you are doing email marketing in CRM you are probably doing it wrong
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