How To Set Up Zoho CRM

Updated on:

May 4, 2026

By:

Walk through this interactive demo to learn how to set up Zoho CRM.

Open the CRM dashboard, then click the gear icon (Settings) in the top right corner.
Click "Users" to add users.
Click "New User."
Enter the new user details, then click "Save."
Click "Pipelines" to configure your deals pipeline.
Enter the details and click "Save."
Click "Email" to connect your email account.
Click the email of choice to connect.
Select "Configure."

Your product deserves an interactive demo