Company Settings
Manage Company Settings
There are certain organization specific details, which help differentiate one organization from another. Zoho CRM recommends Users with Administrator's privilege to customize these company specific details, so that all users under an ...
Custom domain mapping for rebranding your CRM
Custom Domain Mapping — Overview When a business markets itself under a particular brand name but runs its operations on multiple third-party solutions from various vendors, this disconnect poses a challenge, often from a marketing, and credibility ...
Set up Fiscal Year
A fiscal year is a period of one year that a business uses to plan, align, track, and analyze its activities, including sales. Fiscal years of organizations may not coincide with the Gregorian calendar (spanning from January 1 to December 31). There ...
Manage Business Hours
Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the headquarters may not comply with the ...
Manage Multiple Currencies
The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...
Manage Hierarchy Preference
A hierarchy structure in an organization is defined to rank members according to their designations. Zoho CRM provides two different hierarchy structures for your organization: Role Hierarchy and Reporting Hierarchy. You can select the hierarchy ...
Deleting the Zoho CRM Account
Any circumstance that prompts you to discontinue Zoho CRM service or delete an unused account you can delete the CRM account. Similarly, if an employee is no longer using the org CRM account you can either deactivate or delete it. Points to note ...