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New CRM? The First 3 Things We Do In Any New Zoho CRM

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Zenatta Consulting

In this tutorial, we share the first 3 things we do in every new CRM we set up for our clients. Use the timestamps below to skip ahead!

User Profiles Tutorial    • Zoho CRM User Profiles & Permissions ...  

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TIME STAMPS
0:00 Intro
2:38 1 Remove Unnecessary Modules
7:46 2 Clean Up Layouts of Records
15:13 3 Create A Basic User Profile

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ABOUT US
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

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posted by e2ny1ajzn