Getting Started - Guide

Getting Started - Guide

Follow easy steps to get started. Later, customize your account and set up your users. Finally, explore BzCRM’s modules and settings to fine-tune your CRM

Login

After successful registration, enter your username and password to log into your BzCRM account.

Start Up Page

Configure your key preferences through welcome page upon first login.

Set Up Company Details

Personalize your BzCRM account with your company logo and other details.

Choose Modules

Choose modules that match your business requirements.

Configure Fields

Customize layout of the fields. You can disable, re-arrange existing fields, create and delete custom fields.

Modify Drop-Down Fields

Drop-down fields are picklist fields in BzCRM. You can customize picklist fields with Picklist Editor.

Set Up Users

Users are people that will have access to BzCRM. Permissions can be given through Sharing Access and Profiles.

Import Existing Data

Import thousands of records in your BzCRM account. File formats such as .csv and .vcf are supported.

Create Custom Views

Distinguish or classify records of desired criteria with the help of filters in BzCRM.