Company and personal settings

Company and personal settings

Watch this lecture to know how you can set up your organization and personal settings.
  • Personal settings define the details of each user such as name, email address, etc.


    • Related Articles

    • Zoho CRM Setup - A Quick Tour

      This will help you understand and work on major administrative settings available in Zoho CRM, such as: Defining organization and personal settings. Creating users, roles, and groups.

    • Account Setup

      Personal Settings  First, personalize your CRM account by changing language and time zone. Also, add your personalized signature to be used for business emails sent via Zoho CRM. Organization Settings  Company details:  Add your company details such ...

    • Empezando

      Empezando Aquí, se le presentará una serie de funciones y conceptos útiles que lo ayudarán a comenzar a trabajar con su cuenta CRM. Le proporcionará la información necesaria para completar las tareas esenciales necesarias para comenzar y aprovechar ...

    • Copy Customization Zoho CRM

      Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...

    • ZOHO CRM Guía de Usuario

      Zoho CRM: descripción general Zoho CRM es un software de gestión de relaciones con el cliente (CRM) bajo demanda para gestionar las relaciones con sus clientes de forma eficiente. Es eficiente porque Zoho CRM ayuda a optimizar las funciones de ...