Zoho Setup Assistance

[Michael Johnson]

Having looked at several of the offerings for a CRM, I think I've decided on Zoho. The free version is a great starting point, especially due to the price point. =-)

While I'm sure some of you have opinions on using something different, I'd like to get Zoho set up and running well. I was hoping someone here had already done it and could help me build the right interface to make it work. We can do a remote session with TeamViewer or something like that, so you can kind of point me in the right direction.

Once I understand it better, I think I can expand and improve on what we started, but I need someone to help me get a self inflicted kick in the pants.

-Michael