Page 12 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Setup

GENERAL USERS AND CONTROL CHANNELS CUSTOMIZATION
1
Personal Settings
Personal Settings Users Email Modules and Fields
Company Details Security Control Telephony Templates
Gamescope Territory Management Social Copy Customization
Chat Customize Home page
SalesSignals
Joe Dustin Administrator
CEO at - Zylker Inc
MARKETPLACE
AUTOMATION DATA ADMINISTRATION joedustin@zylkerinc.net DEVELOPER SPACE
Workflow Rules Import All APIs
Blueprint Export Zoho Connections
SHOW DETAILS
Approval Processes Storage Google Functions
Social Profiles
Schedules Recycle Bin Microsoft Widgets
Actions Audit Log CRM Variables
Twitter + Add
Assignment Rules Webforms
Facebook + Add
Case Escalation Rules
Google + + Add
2
Locale Information
Language English (United States)
Country 3 United States
Locale Information
Time Format 12 Hours
Time Zone India Standard Time
Language English (United States)
Country United States
English (United States)
Signature
English (United Kingdom)
Time Format 12 Hours

No Signature Chinese (China)
Time Zone (GMT 5:30) India Standard Time (Asia/Kolkata)
Chinese (Taiwan)
hrvatski
Display Name Format & Preferences 4
It applies to fullname in column of list view, lookup fields and user name Cancel SaveSave
Name format Salutation, First Name, Last Name
Sort order preference First Name, Last Name

Themes

You can also set preferences, themes, and upload your signature and pictures.

Zoho CRM Resources 11