Blog
What is new in Sloose
New things you can do with a spreadsheet and your CRM, with an example of each.
Posts
Import notes into Zoho CRM from your spreadsheet
Import notes into Zoho CRM from the same spreadsheet as your records: a Comments column becomes a note on each deal. Sloose adds each row's comment as a note on its record, in the same import.
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Import subform data into Zoho CRM from a spreadsheet
Import subform data into Zoho CRM: a second file of line items becomes the rows inside each deal, in the same import. Sloose offers the mapping when it sees the second file, and checks it first.
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