Recipes by topic

Cleaning up data

Recipes that get a messy list into shape. 3 recipes.

• Clean up duplicates in Zoho CRM

  Likely duplicate leads and contacts, with the reason for each, as a worklist to merge.

  Zoho CRM · Spreadsheets

• Tidy a contact list and import it into Zoho CRM

  Split names, tidy phone numbers and find duplicates in a spreadsheet, then export a CSV file for Zoho CRM’s import.

  Zoho CRM · Spreadsheets · Microsoft Excel

• Turn your spreadsheets into a database you can ask questions

  Attach your spreadsheets and ask: the agent designs and fills a database, and anyone you share it with can ask it questions.

  Spreadsheets · Databases · Microsoft Excel

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