CRM Help

Organization Settings

Before you get started, it is necessary that you add organizational details that include setting up currency, time zone, company logo, business hours, fiscal year, etc. These details will reflect in your organization's Zoho CRM account.

Company Details

Personalize your company CRM account by setting your company details and company logo. Also, set your currency and define the fiscal year for your organization.
Personalize Logo | Set Currency | Set Time Zone | Assign Primary Contact

Other Settings

Set up fiscal year and define business hours in Zoho CRM.
Set up Fiscal Year | Define Business Hours | Copy Customization

Top