How to Manage User Roles in Zoho CRM
All Tutorials / How to Manage User Roles in Zoho CRM Updated on: Here’s how to manage user roles in Zoho CRM to control data access: Open Setup. Click Users under the General section. Enter all user details. Check all the information and click Save. Need accurate B2B data? Get 200M+ verified leads today for […]
How to Create a Territory in Zoho CRM
All Tutorials / How to Create a Territory in Zoho CRM Updated on: Here’s how to create a territory in Zoho CRM to manage regional sales efficiently: Open Setup. Under Security Control, select Territory Management. Click Create New Territory. Enter the required details and click Save. The territory is created successfully. Need accurate B2B data? […]
How to Set Fiscal Year in Zoho CRM
All Tutorials / How to Set Fiscal Year in Zoho CRM Updated on: Here’s how to set fiscal year in Zoho CRM for accurate financial tracking: Open Setup. In General, select Company Details. Click Fiscal Year. Click Manage Fiscal Year. Choose the start month for your fiscal year. Click Save. The fiscal year added successfully. […]
How to Enable Translation in Zoho CRM
All Tutorials / How to Enable Translation in Zoho CRM Updated on: Here’s how to enable translation in Zoho CRM to support multiple languages: Open Setup. In Customization, select Translations. Enable Translation Settings. The translation enables successfully. Need accurate B2B data? Get 200M+ verified leads today for smarter prospecting. Start Free
How to Add Hierarchy Preference in Zoho CRM
All Tutorials / How to Add Hierarchy Preference in Zoho CRM Updated on: Here’s how to add hierarchy preference in Zoho CRM for structured reporting: Open Setup. In General, select Company Settings. Click Hierarchy Preference. Choose Role or Reporting Hierarchy. Hit Save. The hierarchy enables successfully. Need accurate B2B data? Get 200M+ verified leads today […]
How to Add Company Details in Zoho CRM
All Tutorials / How to Add Company Details in Zoho CRM Updated on: Here’s how to add company details in Zoho CRM to personalize your account: Open Setup. In General, select Company Settings. Click the Edit icon. Enter the required details and hit Save. The company details update successfully. Need accurate B2B data? Get 200M+ […]
How to Schedule Data Export in Zoho CRM
All Tutorials / How to Schedule Data Export in Zoho CRM Updated on: Here’s how to schedule data export in Zoho CRM for regular backups: Open Setup. In Data Administration , select Export. Click Start an Export. Enter the required details Click save. The export schedules successfully. Need accurate B2B data? Get 200M+ verified leads […]
How to Set Up Business Holidays in Zoho CRM
All Tutorials / How to Set Up Business Holidays in Zoho CRM Updated on: Here’s how to set up business holidays in Zoho CRM to automate scheduling: Open Setup. In General, select Company Settings. Click Holidays. Click Create Holiday List. Enter the required details and hit Save. The holiday list saves successfully. Need accurate B2B […]
How to Add a Validation Rule in Zoho CRM
All Tutorials / How to Add a Validation Rule in Zoho CRM Updated on: Here’s how to add a validation rule in Zoho CRM to maintain data accuracy: Open Setup. Under Customization, select Modules and Fields. Choose a Record. Click Validation Rules. Click Create New Validation. Enter the required details. Specify the Validation Criteria. Add […]
How to See Tasks in Zoho CRM
All Tutorials / How to See Tasks in Zoho CRM Updated on: Here’s how to see tasks in Zoho CRM to stay on top of your daily activities: Go to Tasks. Click All Locked Tasks. Select the task you want to view. View the result displayed on the screen. Need accurate B2B data? Get 200M+ […]