Organization Settings Scenario | Online Help - Zoho CRM

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 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
Monday
Business Days
Monday - Friday
Business Hours
09:00 AM - 05:00 PM (Eastern Standard Time)
Closed
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
Day
New Year's Day
1 January
Tuesday
Martin Luther King Jr Day
21 January
Monday
Memorial Day
27 May
Monday
Independence Day
4 July
Thursday
Labor Day
2 September
Monday
Veterans Day
11 November
Monday
Thanksgiving
28 November
Thursday
Christmas
25 December
Wednesday 
New Year's Eve
31 December
Tuesday

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.
 
 
 
 
 
 
 
 
 
 
 


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