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 also need to define the email settings in your CRM account and configure Gamescope to keep your team members motivated by giving timely rewards and perks.
First, personalize your CRM account by changing language and time zone. Also, add your personalized signature to be used for business emails sent via Zoho CRM.
Configure your email account in Zoho CRM via IMAP to work with sales as well as email from one place.
Make sales more fun by configuring sales contests and rewarding your team members with trophies and badges.
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Make the most of Zoho CRM with these useful tips.