Company Settings | Online Help - Zoho CRM

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 organization-specific account will have these common features.

Edit Company Settings

To change company settings

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings.
  3. Under Company Settings tab, click Edit icon.
  4. In the Company Settings pop-up, add the necessary details of your company.
  5. Click Save.

Set Currency

Setting currency is an organization specific feature. By default, the currency is set to US dollars ($). However, user(s) with Administrator privilege can change the currency settings depending on the organization's requirement. Based on the country locale you choose, the currency value will be updated for Quotes, Invoices, Campaigns and other billing related fields.

To select currency

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings.
  3. Under Currencies tab, choose Home Currency from the drop-down.
  4. Click Confirm.

In order to give a personalized look to your account, Zoho CRM allows organizations to change the default logo to your company logo. The customized company logo will appear for all users within your CRM account.

  • The image file size should not exceed 20 KB.
  • For best results, the logo dimension should be 190 (width) by 65 (height) pixels.
  • The logo file format should be .jpg / .png / .gif.

To personalize logo

  1. Log in to Zoho CRM with Administrator/Super Administrator privileges.
  2. Go to Setup > General > Company Settings.
  3. In the Company Settings page, click Upload your logo link.
  4. Browse and upload the logo. The logo file should be .jpg / .png / .gif format.

Set Organization Time Zone

You can define a common time zone for your organization's Zoho CRM account. For Workflow Rules, a day will be calculated based on this time zone.

To set the organization's time zone

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings.
  3. In the Company Settings page, under Locale Information click Edit icon.
  4. In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
  5. Click Save.

Assign Super Administrator

The Super Administrator is the single point of contact for all communications regarding the transactions and bills from Zoho CRM. Also, only the Super Administrator of the organization's will hold the privilege to change an Admin to Super administrator. 

To select super administrator

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings.
  3. In the Company Settings page, click Edit icon.
  4. In the Company Settings pop-up window, select the Super Admin from the list.
  5. Click Save.

  • Only the active users with the default Administrator profile in Zoho CRM can be selected as the Super Administrator in an organization.
  • Only the Super Administrator can delete users in CRM.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • Setting up organization details

                                                                                                    Feature: Organization Settings | Edition: All Scenario A car dealership company subscribes to Zoho CRM's Enterprise edition to scale their customer service operation and increase sales across the US. To begin using Zoho CRM, they must first set up ...
                                                                                                  • Set up your Organization Account

                                                                                                    As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, which will be visible to all users across the departments. You will ...
                                                                                                  • Zone Analysis

                                                                                                    A company's CRM account includes a huge amount of business-related information, including customers' interests and buying patterns, sales cycle duration, rate of completion of sales activities, and sales velocity. A thorough exploration of this data ...
                                                                                                  • Managing CRM Account Settings

                                                                                                    Once you sign up for Zoho CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these details ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources