After logging in to Zoho CRM service for the first time, please complete the following:

•     Change password
•     Set up company profile, company logo and currency
•     Personalize language, date format, and time zone
•     Personalize name format
•     Customize modules as per your business process
•     Rename Tabs as per your business process
•     Customize Fields in CRM modules (example: Leads module)
•     Set up roles & profiles as per your organization hierarchy
•     Add users to your CRM account
•     Import sample data in to CRM modules(example: Leads module)

Once you have completed the above configurations, your CRM account will be ready for real-time deployment.

For more information, please refer to zohocrm.wiki.zoho.com

For personalized assistance you may contact our Customer Support at: support@zohocrm.com or Call at: +1 888 900 9646.


Hope that was helpful!