Getting started with Zoho is fast and easy. This article will walk you through the essential steps to set up your Zoho account, access key applications, and customize your dashboard for a streamlined, personalized experience.

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🔐 Step 1: Create Your Zoho Account

1. Go to https://www.zoho.com
2. Click “Sign Up Now”
3. Choose a business email address (recommended) or sign up using Google, LinkedIn, or Microsoft
4. Complete the form with:
   • Name
   • Email
   • Company name
   • Phone number (optional)
   • Country
5. Agree to the terms and click “Sign Up”
6. Verify your email address using the link sent to your inbox

✅ Once verified, you’ll be logged into the Zoho Accounts Portal.

🏢 Step 2: Choose Your Workspace or App

Zoho offers multiple applications under a single sign-on. After account creation:

1. Choose an app to start with (e.g., Zoho CRM, Mail, Projects, or Desk)
2. Most apps will launch a Setup Wizard to guide you through:
   • Company details
   • Time zone & locale
   • Basic configurations

💡 You can explore other apps anytime from the Zoho App Launcher in the top-right menu.

🛠️ Step 3: Complete the Initial Setup

Here’s a quick guide using Zoho CRM as an example:

General Steps:

1. Go to https://crm.zoho.com
2. On first login, complete:
   • Language and locale settings
   • Currency format
   • Organization profile (industry, size, etc.)
3. Choose data preferences:
   • Default modules (Leads, Deals, Contacts)
   • Lead conversion settings
4. Optionally, import existing data via CSV or from other platforms

Other Zoho apps (e.g., Desk, Projects, Books) follow a similar onboarding flow.

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🎛️ Step 4: Access and Customize Your Zoho Dashboard

Each Zoho app comes with a dashboard—customizable for your workflow.

To Customize:

1. Go to the Dashboard tab in your app
2. Click “Customize” or “Add Widget”
3. Choose from:
   • Graphs and charts (e.g., Sales by Region)
   • Summary metrics (e.g., Open Tickets, Pending Tasks)
   • Lists and tables
4. Rearrange widgets by dragging and dropping
5. Save your dashboard layout

🔄 Some apps support multiple dashboards for different teams or goals.

👥 Step 5: Invite Team Members (Optional)

If you’re an admin:

1. Go to Settings → Users & Control
2. Click “Add User” or “Invite”
3. Enter team members’ email addresses
4. Assign roles and permissions

👥 Step 5: Invite Team Members (Optional)

If you’re an admin:

1. Go to Settings → Users & Control
2. Click “Add User” or “Invite”
3. Enter team members’ email addresses
4. Assign roles and permissions

🔗 Step 7: Explore More Apps & Integrations

From your main Zoho dashboard, click the “Grid” icon (App Launcher) to:

• Explore new Zoho apps
• Install integrations (Google Workspace, Microsoft 365, Slack, etc.)
• Access centralized account settings

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🧠 Pro Tips

• Use Zoho One if you want access to 45+ apps with a single login
• Enable Two-Factor Authentication (2FA) for enhanced security
• Bookmark accounts.zoho.com to manage your Zoho ID, security settings, and subscriptions

✅ Summary Checklist

Setup Task	Status
Sign up and verify account	✅
Launch your first app	✅
Complete initial setup	✅
Customize dashboard	✅
Add users (optional)	✅
Explore integrations	✅