Finishing System Prep

The last two things to prep is to add another user to your CRM account. Go to the Admin Panel, click ‘Users’ and ‘Add User’. You’ll have to use a real email; feel free to sign up for a new Gmail. You don’t really need to do anything with this user, just have their account enabled.

It will ask you to select a “profile” and “role” for the user. It does not matter which you select. However, you will learn much more about profiles and roles in our Zoho CRM Demigod course!

Then, simply create two test Deals for $10k and $100k respectively.