Company Settings
Deleting the Zoho CRM Account
Cloudtool Technologies Pvt Ltd Any circumstance that prompts you to discontinue Zoho CRM service or delete an unused account you can delete the CRM account. Similarly, if an employee is no longer using the org CRM account you can either deactivate or ...
Manage Multiple Currencies
Cloudtool Technologies Pvt Ltd The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate ...
Set up Fiscal Year
Cloudtool Technologies Pvt Ltd A fiscal year is a period of one year that a business uses to plan, align, track, and analyze its activities, including sales. Fiscal years of organizations may not coincide with the Gregorian calendar (spanning from ...
Manage Hierarchy Preference
Cloudtool Technologies Pvt Ltd A hierarchy structure in an organization is defined to rank members according to their designations. Zoho CRM provides two different hierarchy structures for your organization: Role Hierarchy and Reporting Hierarchy. ...
Manage Business Hours
Cloudtool Technologies Pvt Ltd Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the ...
Manage Company Details
Cloudtool Technologies Pvt Ltd Manage Company Setting 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 ...