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