How to Configure a Customer Portal in Zoho CRM

[@MonaSchnur]

Is there a way to hide the mandatory fields? There are some in my CRM that the Portal user are not allowed to see. I guess Canva for the Portal is somewhere in a backlog?

[@jjpdijkstra]

you guys are awesome!

[@vladjirasek]

Hi. Great video. Can this be used to build a partner portal? Scenario is where we a service provider can work with agents or resellers and they want to register deals then update these as sale progresses to the purchase order.

[@Zenatta]

This totally can be used to create a Partner Portal! First, you'll want to have them in your CRM as a Contact (ideally, a Contact Type assigned to identify them). Then, you can set up lookups from appropriate records to this Contact list. Lastly, when you're configuring their portal user type, be sure to identify the proper lookup fields to delegate them access to the right data.

[@daniel_snf]

It is possible to add custom modules to the CRM User Portal? and how if that's the case?

[@Zenatta]

Hi Daniel - Yes, you can add custom modules! They will need to have a lookup to a Contact, or can be made totally public for all portal viewers. Then, they should be available in the Portal settings.

[@DownUnderOzzy]

Great explanation Tyler do you a common use case where this is useful? I can see it possibly where there is a collaboration with another service provider on a deal I’m wondering why you would give a client access?

[@Zenatta]

Hi DownUnderOzzy! A few use cases would be: - cases where your sales cycle is pretty long and the user may want to track progress/provide input - post-sales fulfillment/onboarding processes being exposed externally to clients - 3rd parties who are involved in transactions (ex: lawyers you work with often)

[@Labanoacademy]

Thank you for this video, we want to use this for our students portal, but how do we generate login username and password for them

[@Zenatta]

Hi LabanoAcademy! In the CRM Client Portal, the client's username will automatically be set to the email address where the invite was sent. The platform doesn't currently allow you to set the password for the user. Instead, they will need to create one when they register.

[@RyanGhereAIA]

do client portal users need a zoho account?

[@Zenatta]

Hi Ryan. Nope! They do not need their own Zoho account.