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How To Reset Zoho CRM Back To Defaults

Understanding Why You Might Need to Reset Zoho CRM Identifying the Need for a Reset You know that feeling when you’ve messed something up really badly? Yeah, I’ve been there. Sometimes in the hustle of managing customers and tracking leads, a little chaos tends to creep in. Perhaps you’ve added so many custom fields that […]

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How To Reset Zoho CRM Sandbox

Step 1: Understanding the Sandbox Environment What is a Sandbox? So, let’s kick things off by talking about the sandbox environment. In the world of CRM, especially with Zoho, a sandbox is essentially a testing environment. It’s where you can mess around, experiment, and play without the fear of breaking anything in your live setup.

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