Yet Another interesting “Time Saving” Customization. Creating multiple users in CRM by importing CSV file.
We developed another customized feature for CRM Admin, making it easy to create large number of users in One Simple Action.
Browse and Select (Import) CSV file and specify format* (Only if different from default)
- All employees (users) accounts are created.
- All users will receive emails with link to set password.
- Automatic duplicate record handling (optional).
- Erroneous entries/data reported automatically, in case input fields are not as per format.
This customization is useful for large organisations for easy and faster implementation of CRM. All users can start using CRM from day one!