Difference between revisions of "Data Management"
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''Learn more:'' [[Data Management Best Practices]] | |||
Revision as of 03:09, 26 January 2013
The Data Management section provides options to manage data import, export and Mass Operations (actions on records in batches).
- Import Data
- Import data from a file to accounts, leads, contacts, past activity logs, campaigns, etc.
- Export Data
- Export data from the AgileApps Cloud platform to a file
- Mass Update Data
- Use filtered views to change field data for groups of records
- Mass Ownership Change
- Use filtered views to change record owners for groups of records
- Mass Delete Data
- Use filtered views to delete groups of records
Learn more: Data Management Best Practices