How to Configure a Customer Portal in Zoho CRM

In this tutorial, we guide you through the steps to set up your CRM portal, managing permissions, and provide a user-friendly interface for portal users. Watch as we log in as a portal user and explore the CRM from their perspective, offering tips on customizing access for different user types and ensuring a secure and efficient user experience.
🚨 UPCOMING LIVE STREAMS 🚨
Zoho Thrive Full Product Overview
July 16, 2024, 10:00 AM Pacific Standard Time
club.zenatta.com/c/zenatta-ev...
Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/newsletter/
💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/training/?...
🏥 Zenatta CRM Health Check Extension 🏥
A Clean System Is A Better System!
👉marketplace.zoho.com/app/crm/...
🎬 TIMESTAMPS 🎬
0:00 Intro
0:52 Setup & Permissions
8:44 Send Out An Invite To Join
9:20 User View & Navigation
👇 SUBSCRIBE 👇
️ ♦️ KZbin - / @zenatta
️ ♦️ Newsletter - zenatta.com/newsletter/
️ ♦️ LinkedIn - / zenatta
️ ♦️ Twitter - / zenattaconsult
️ ♦️ Facebook - / zenattaconsulting
🧠 OTHER RESOURCES 🧠
️ ♦️Resource Library - zenatta.com/resources/
️ ♦️Events - club.zenatta.com/c/zenatta-ev...
️ ♦️Club Zenatta - club.zenatta.com/
💻 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.
🛑 NEED ZOHO HELP? 🛑
Visit - zenatta.com/
#ZohoCRM #TaskManagement #Zoho

[@jjpdijkstra]

you guys are awesome!

[@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.

[@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.

[@RyanGhereAIA]

do client portal users need a zoho account?

[@Zenatta]

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