How Do You Set Up Zoho CRM for the First Time to Match Your Sales Process?
Setting up Zoho CRM involves customizing modules, automating workflows, and importing data to reflect your company’s specific lead-to-deal lifecycle.
Initial Setup Wizard:
Navigate to Setup → General → Company Details.
Add company info, logo, currency, time zone, and fiscal year.
Customize Modules:
Go to Setup → Customization → Modules.
Rename modules (e.g., “Deals” to “Projects”), add/remove fields, and reorder layouts.
Define Stages:
In the Deals module, set up sales stages based on your pipeline (e.g., Qualification → Proposal → Closure).
Import Existing Data:
Import leads, contacts, and accounts using .CSV or Excel files.
Map fields during import to match your CRM structure.
Why This Workflow Matters:
A tailored CRM setup reflects your actual sales process, improves user adoption, and creates consistency in data tracking right from day one.
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