Page 11 - Getting Started Workbook for Admins
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Getting Started Workbook for Admins
Set up Zoho CRM for your organization
Every organization follows its own distinct sales process. As a Zoho CRM administrator, you will set up
and configure your CRM account to suit your organization’s specific requirements and ensure
consistency throughout the whole process. The first step is completing the initial setup.
Personal settings
It is important for administrators to set up their personal settings before proceeding with other
organization-wide settings. You can add personal details and manage the settings in your
Zoho CRM account, including defining your country locale, time zone, date format, language, etc.
To create a group
1. Go to Setup > Personal Settings > Account Information.
2. In the Account Information page, click Edit.
3. Select your Language, Time Zone, and Country Locale.
4. Click Save.
Zoho CRM Resources 10
