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2. Creating Your Zoho CRM Account
Before delving into the extensive functionalities of Zoho CRM Setup and features, it is essential to start with the first step: creating your Zoho CRM account. In this section, we will guide you through the process of setting up your account and getting started on the platform.
2.1 Visit Zoho's Website
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2.2 Access the "Get Started" Page
2.3 Fill in the Required Information
2.4 Alternative Sign-up Methods
2.5 Verification and Confirmation in Zoho CRM Setup
2.6 Welcome Screen and Account Setup
2.7 Subscription Plans and Pricing
2.8 Free Trial and Upgrading Options
3. Comprehensive Customisation of the CRM System
To harness the full potential of Zoho CRM, it is crucial to embark on a comprehensive customisation journey. This involves creating and tailoring modules, fields, templates, pipelines, and views that align perfectly with your unique business operations and preferences. While Zoho CRM Setup, as the administrator, you hold the power to shape the CRM system to suit your organisation's specific needs. Allow us to delve into the main categories of customisation you will encounter when navigating through the Setup → Customisation section.
