How to set up your Zoho Organization Account

How to set up your Zoho Organization Account 

As an administrator, your first step in adopting Zoho CRM for your firm will be to fill out the personal settings and define the organization data, which will be available to all users across departments. You will also need to arrange your CRM account’s email settings and Gamescope to keep your team members engaged by providing timely incentives and bonuses. 

Here is how you set up Zoho Organization Account: 

Personal Setting  

To begin, customize your CRM account by setting the language and time zone. Also, provide your own signature for business emails received using Zoho CRM. 

Zoho Organization Account

Organization Setting  

  • Company details 

Add your company information, such as the company name for all business communications, the nation locality, the time zone, and the company logo. Keep in mind that the picture file size should not exceed 10MB, and for optimum effects, choose a 190 (width) by 65 (height) pixel image. 

Zoho Organization Account
  • Fiscal year 

Set up your company’s fiscal year, which is utilized for accounting and compiling financial statements. The fiscal year and the calendar year may not be the same. Choose the fiscal start month, and the fiscal quarters will be rolled up automatically. 

Zoho Organization Account
  • Business hours

Your organization’s various teams may work at different business hours and in shifts based on different time zones. Define your business hours to aid in the assignment of cases to persons utilizing the case escalation guidelines. 

Zoho Organization Account
  • Email Setting 

Set up your email account in Zoho CRM using IMAP to handle email and sales from one location. 

  • Gamescope 

By setting up sales competitions and awarding your staff trophies and badges, you can make sales more enjoyable. 

What can Target Integration do for you? 

For any type of organization, Target Integration provides services and promotes Zoho products. We can very well assist you in the creation of your Zoho Organization Account, Data transfer, training, because occasionally consulting are necessities as society becomes more digital.  

Experts in Target Integration have extensive knowledge in digital transformation. We can help you set up and connect to Zoho CRM. Additionally, we have locations in India, the United States, the United Kingdom, and Ireland. We provide our clients with support around-the-clock. To request a demo of or assistance with the digital transformation of your business, please contact our expert. 

Share on:

You may also like

Odoo Pricing

Odoo 16 Pricing

Yes, it’s true. Now, you can purchase all of the Odoo apps for the price of just one! Of course,