Before you start adding your customer and deal data into your CRM, you need to ensure that your basic settings are configured. Accomplishing this makes it easier for you to start adding data into your Zoho CRM.

In this video, we will get you up to speed on the initial steps that need to be taken in Zoho CRM before you start adding data. This includes inputting basic information about your company, adding users, customizing modules, and configuring your email. Watch all the videos from the playlist here:    • Getting Started with Zoho CRM