Set up your account - Real Estate Use Case | Online Help - Bigin by Zoho CRM

Set up your account

We are going add some basic information about Jolene, the real estate broker and her company Zylker Homes. Since Jolene signed up for the account, she is now the super admin of this Bigin account.
Only super admin and users with administrator profile can configure the settings in their Bigin account.
To add details about your company
  1. Go to Settings   > Organization.
  2. Click the edit icon.
  3. You can enter details like your company's website, phone, address details and even upload Zylker Homes' logo.

  4. Next, go to the Users and Controls section on the right panel. User refers to the employees in your company who have been invited to join this Bigin account.
  5. Click the edit icon to enter details like phone number, address and upload photograph.

  6. You can also add your email signature in this section.


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