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.