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
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 that match your business requirements.
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.