The CRM App - Setting up your Company Details

The Customer Relationship Management (CRM) app is a convenient tool to manage customers, leads and potentials. So for the convenience of our dearly beloved users, i'm going to give a few tips on how to get started. First of all, it's important to remember that your CRM app does not come pre-loaded with your contacts, schedules, company information and other relevant information. So what im going to explain here in this blog post is, assist you in setting up your CRM app for operations.

Setting up your company details

to set up your company info, you need to follow the below steps:

1. Log in to yor ZoomBAcloud
2. From the apps menu, select your CRM app
3. Select 'Settings' from the horizontal menu bar
   
   
   
   
   
   
   
   
   
   
   
   
   
4. Now select 'company details' from the list of modules available. (don't worry about the rest of the modules, we will discuss them later :)
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

5. Now, you should be able to enter your organization specific details by clicking on the 'edit' button on the right of the following image
   
   
   
   
   
   
   
   
   

6. Once you enter in your company's details, don't forget to save it.
7. Congratulations you've just entered your company details into your CRM app. Now you should be able to use those details for when you are communicating with your market.