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 ...
Import Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option. ...
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 ...