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
- Upload the company logo, which will be available to all users in the organization and displayed in outbound emails to the customers.
- Edit the basic company details, like company name, employee count, company address, and phone number.
- 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.
- 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 year. They 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 hour - The 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:
- Fairbanks - Alaska Daylight Time
- Sacramento - Pacific Daylight Time
- Denver - Mountain Daylight Time
Holiday list - The 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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