_your-tasks-before-getting-data-into-crm.jpg "Your tasks before getting data into CRM from zoho email settings Video Screenshot Preview")
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⏲ Duration: 7 min 44 sec
✓ Published: 08-Nov-2022
✓ Published: 08-Nov-2022
Description:
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. nnIn 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.
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. nnIn 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.
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