This guide by Zoho gives an in-depth look at Zoho CRM Organization Settings. In this module, common CRM operations and types of operations are covered.
“By setting up a Zoho CRM account for your organization, you are just stepping into your role as a Zoho administrator. You need to perform some tasks on a daily basis to ensure that Zoho CRM meets the business requirements of your organization. These tasks can include the configuration of various entities in Zoho CRM, or associate with the monitoring of other users’ tasks. With a proper understanding of the entire set of tasks that you may need to perform as a Zoho CRM administrator, you will be able to perform your role better and ensure that Zoho CRM results in the growth of your organization’s business.”
This walkthrough will take you through all of the initial settings for a brand new Zoho CRM. These basic steps are critical to ensure your CRM is inputting and outputting correct data formats. Your time zone, currency, business hours, hierarchy preferences are all key examples.
The following topics are covered for Zoho CRM Organization Settings:
- Begin Your Journey With Zoho CRM
- Set up Company Details
- Define Fiscal Year
- Set up Organization’s Business Hours and Shift Hours
- Define Organization Holidays
- Manage Currencies
- Set Hierarchy Preference
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