![]() Workflows, alerts, tasks, field update actions can be set to trigger from here.Custom view settings :- Default custom view can be set.Related Lists :- We can select lists from Available column to Selected column.Search Layouts :– 6 field can be selected to display in global search.Layouts :- W can customize page layouts by changing the order of the columns and fields.Links :– We can set user defined hyperlinks here.Fields :– By selecting Module we can add or edit fields here.Modules :- We can manage all module like leads, contacts etc on tab menu. ![]() Fiscal Year :- We can set fiscal starting month of our organization here.Company Details :– Company information like name, number of employees, phone number, address, company logo and so on available here.Users :- We can add new users and can manage subscriptions.BCC Dropbox :– Automatically a copy of sent email will be placed in BCC Dropbox.Audit log information :- All actions performed by the users is available.Themes :- Background color, layout, tab bar settings can be made here.Name format :- It is used to customize the name format of the users, leads and contacts.Account information :- Language, Country, Time format, Time Zone details available here.In setup menu we have 11 applications which are used to customize our Zoho CRM. Setup menu is present at the top of the page. We can search recently created or recently changes items, a drop down list is present for creating new items. Search box is present on the left side of the page. ![]() More menu bar is on menu bar as shown below.įrom More menu we can create a new lead, new account, new contact, new potential, new campaign, new task, new event, new product and any kind of record can be added to CRM with single click. We have to customize our menu to add or hide menu items on menu bar. In menu bar we have many pulse, leads, Account, contacts, potentials and so on. We can sign up to Zoho using Google and yahoo account.Īfter signing up Zoho crm through confirmation email will be sent to your email. By using one user name and password we can use all applications popularly known as Single-Sign-On. To access all applications in Zoho CRM we have to login in to Zoho.
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