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
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