Organization Settings Scenario | Online Help - Zoho CRM

Setting up organization details

Feature: Organization Settings | Edition: All

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 the organization details in CRM:

I. Enter Company Details
  1. Upload the company logo, which will be available to all users in the organization and displayed in outbound emails to the customers.

  2. Edit the basic company details, like company name, employee count, company address, and phone number. 

  3. Select a super admin, a user who shares the same privileges as a CRM administrator. An organization can only have one super admin, and the user who signs into the organization's CRM account for the first time will be assigned as the super admin by default. 
A super admin is the single point of contact for all communications (inquiries, billing details, and subscription-related information) from Zoho. After adding more users to the account, the default super admin can transfer the privilege to another user.
  1. Enter the locale details like the currency and timezone for business operations. This company is based out of Boston and only operates in the US, therefore the currency is USD and the time zone is Eastern Standard Time (Boston's time zone).

II. Define the Fiscal Year
The fiscal year will determine an accurate sales forecast. The fiscal year at Zylker Motors begins in the month of April and ends in March of the following yearThey want the forecast reports for the current year, so the fiscal year is set as starting on April 2019.

 III. Define Business Hours and Holidays
Business hour - The company has headquarters is Boston, and their working days and time are as below:

Week starts on
Business Days
Monday - Friday
Business Hours
09:00 AM - 05:00 PM (Eastern Standard Time)
Saturday, Sunday

Shift hourThe support team operates at different working hours to cater to the different states in the US. They add the following shift hours according to the time zones of the different cities they operate in:
  1. Fairbanks - Alaska Daylight Time
  2. Sacramento - Pacific Daylight Time
  3. Denver - Mountain Daylight Time

Holiday listThe company remains closed on select dates, so they add non-operational days to the holiday list. Since the company only operates in the US, they have a single holiday list that applies to all employees.
Holiday Name
Holiday Date
New Year's Day
1 January
Martin Luther King Jr Day
21 January
Memorial Day
27 May
Independence Day
4 July
Labor Day
2 September
Veterans Day
11 November
28 November
25 December
New Year's Eve
31 December

IV: Choose Hierarchy
The dealership has many departments, and wants only the supervisors from each department to be able to view their employees' data. Therefore, they chose a reporting hierarchy where they can manually select a senior member who has exclusive access to employee data. Read about role hierarchy.

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:



                          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 SalesIQ Resources

                                                    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

                                                                                      • Related Articles

                                                                                      • Manage Company Details

                                                                                        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 ...
                                                                                      • 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 ...
                                                                                      • Streamlining business processes in a Non-Profit Organization

                                                                                        Edition: Enterprise and above | Industry: NGOs or Non-Profit Organizations | Features: Blueprint, Module Customization The Requirement Idea Box is an NPO that extends their support to aspiring entrepreneurs. They offer regular guidance and coaching ...
                                                                                      • Customizing Setup Page

                                                                                        Zoho CRM provides enhanced user experience by enabling its users to customize the CRM setup page. In the section below we have listed out few benefits of personalizing the setup page: Add additional applications in the setup page  Sometimes ...
                                                                                      • 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