How to backup your Zoho CRM data

Описание: Did you know you can back up your Zoho CRM data and download it anytime—even automatically, twice a month? Whether you're using Zoho CRM Enterprise or Zoho One, this feature is included at no extra cost.

In this video, I walk you through:
• Why backing up your CRM data matters (even if Zoho does it too)
• How to access the Data Backup settings in both the new and old UI
• How to set up scheduled backups or run one manually
• What’s included in the download (data + attachments)

Simple steps to keep a copy of your CRM data in your own hands.

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