Here, we will introduce your business and staff to a number of useful functions and concepts that will help you start working with your ZOHO account. It will provide you with information required to complete the most essential tasks needed to get started and get the most of your ZOHO experience.
Account Setup
Start setting up your Zoho CRM account by adding your company details and personal information. Then you can create roles and profiles according to your organization’s requirements and add users. We have a team of consultants waiting to assist. email us at support@zohocrm.co.za
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Product Customisation
Next, customize your account based on your industry standards and business requirements. Our Team of specialst consultants are available to help you to begin customizing fields, page layouts, themes, tabs and list views. Email us at support@zohocrm.co.za for more assitance.
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Common Operations
Take a quick glance at some of the common operations such as importing, exporting, navigating and searching records in Zoho CRM. We have a team of consultants waiting to assist. email us at support@zohocrm.co.za
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Zoho CRM for Mobile
Get instant access to your CRM data anywhere, anytime, from your iPhone, iPad and Android phones.
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