CRM Functions settings
Settings directory for CRM Functions.
In ZNICRM, open Account Settings, choose CRM Functions, then select the relevant entry.
| Entry | Purpose shown in the workspace |
|---|---|
| Customisation | Configure lead sources, statuses, custom fields and categories. |
| Tags | Manage tags used on leads and in reporting. |
| Reporting Filters | Create and manage custom CRM reporting filters. |
| Import Data | Import contacts through a CSV upload using the supplied Excel template. |
| Export Data | Export CRM data in CSV format. |
| Bulk Delete | Delete data selected through filters. |
| Bulk Transfer | Transfer leads among users through CRM filters. |
| Recycle Bin | Manage deleted data, including restore and purge. |