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Basic Set-Up In Zoho CRM

By July 19, 2019 No Comments

If you are planning on using Zoho CRM, it will become a hub of all of your business contacts and deals. One of the first things that you have to do when you get started with Zoho is set up your preferences and personal information. Today we’ll walk you through exactly how to do that. Zoho has a very user-friendly interface, but it’s important to review all the steps, just so you don’t miss anything.

How To Update Your Personal Settings

Access and update your Personal Settings by selecting the set up icon in the upper right corner. Depending on the version of Zoho that you are using, this will ether look like a gear or a screwdriver and wrench. This takes you to the Setup page. Select the Personal Settings link, under the “General” category. From the Personal Settings page, you can add or update personal information, social networks, and update some formatting preferences. Selecting the pencil/edit button allows you to update your User Information and Address. This can be helpful if you move, change your name or email address. Zoho allows you to do this with one easy step.

Navigating the Zoho Home Page and Modules

The different sections of Zoho are referred to as Modules. To access the different Modules, click any of the links at the top menu, or click the (. . .) button to view more hidden Modules. In the top right corner of the home screen, there are multiple icons that lead you to shortcuts throughout the CRM. The magnifying glass is a tool that helps you search throughout the entire CRM, there is a bell that alerts you to notifications, a “+” icon that allows you to quick add new records, as well as shortcuts to your Zoho calendar and Zoho mail.

Zoho training videos

In the basic, unedited view of your home page, you also will see a window with your daily tasks, one of your events for the day and one with a snapshot of your current deals as well as the revenue that they may bring in. At the bottom of your homepage, there are also some helpful tools. You will find short cuts to Zia, Zoho’s AI assistant, sticky notes (an online version of a post-it), activity reminders, as well as a recent item’s button that will allow you to see ay recent records that you have visited.

Learning to Use Zoho CRM With Marks Group Live

Navigating these Zoho CRM can be tricky. At Marks Group Live we have specialized Zoho trainers and an extensive video library to help you learn the ins and outs of Zoho CRM, among many other things. If you’re not already a member, you can check out some free videos here, and view our pricing and plans here. Our trainers on hand to help you get the most of your Zoho CRM and Zoho suite of products today!