How to Import Tasks and Events in Zoho CRM?
Currently, you cannot import tasks and events (related to other CRM records) from the activities module. However, you can import these records from the Setup > Data Administration >Migrate from other CRM.
A CRM’s purpose is to assist your firm stay connected to customers and streamline procedures, which will increase your business relationships and profitability.
The more opportunities a customer has with your company, the better. CRMs assist organizations meet their consumers’ needs by allowing them to obtain a better understanding of their behavior and adjust their operations accordingly.