November 12, 2019.
Written by Michelle Colbran (Founder of SOS Consulting)
Start Up (16)
- Configuring the General Settings and Business Details.
- Setting up Users and Permissions.
- Setting up your Database requirements for capturing information.
- Making sure users have the right Pipeline Views and Filters.
- Integrating your Calendars and Emails.
- Setting Up Email Templates and Mail Merge Documents.
- Setting up your Templates for Quotes, Sales Orders (Contracts), Invoices and Purchase Orders.
- Setting up your first Dashboards and Reports.
- Cleansing and Migrating your data from existing sources to Zoho.