Setting Up CRM Company Details Flashcards
1
Q
For Setting up comapny details step by step:- 1- Sign up for Zoho one (best one) 2- Sign in to Zoho 3- GO to setting - >> Company Details & Fill all the entries 4 Add Followings- - Company details - Fiscal Year - Business Hours - Holiday - Do not touch hirarchy initially
Next We need to Setup Modules as per our requirement
- We need to rename some of the module and to do so we will go to
- Setting -» Customization -» Modules & feilds
If we need a custom module then:-
-+New Module
- Untitled = Module Name (eg Fans)
Ch: 14
- Also you can remove or add feild from a module
- You can add or remove a section like Contact or Address Information
A