Setup Checklist: Data with Zoe

Data with Zoe is the smartest place to store all your most important data, allowing even the most complex businesses to deploy an intelligent, unified data platform in days. Zoe syncs information across applications so all your teams can leverage the same comprehensive data source to accelerate growth and amaze customers.

Setup Checklist

Please review and complete the actions in these articles to get your account setup!

• Setup Your Team
  • Setup Team Member Roles
  • Setup Team Member Permissions
  • Add, Edit, and Delete Team Members
• Architect Your Data
  • Add Custom Fields
  • Add Contacts
  • Custom Objects Overview
• Start Training Zoe
  • Create an Automation
  • Track Expenses
  • Setup Additional Integrations