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.