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It helps to learn in an effective way by which you can maintain a clean, organized and valid data set in Zoho CRM. It helps to discover how to deal with the challenges in consistently managing the validity of data.
Table of Contents
• How messy is your CRM Database?
• Managing duplicate records
Arrest duplicates before they can be created
Merge duplicate records
Automatic submission of records for manual approval
Data validation as part of a business process
Mandate important sales information
Set maximum character limit for fields
• Maintain a Style Sheet 10
• Use Roles for Security 10