How To Setup Zoho CRM - Modules, Fields And Personal Settings

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Zoho CRM Setup can be easy if you know where and how to start. In this video I walk through the following:
01:09 - Most efficient de-clutter the CRM of fields and modules using best practices over the years
04:40 - How to setup fields in an easy to use manner
07:15 - How to customize your personal settings and company settings
By following the above steps you will be well on your way to getting the most out of your Zoho CRM
#zohocrm #crm #zohotutorial
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[@frankmartinez6648]

You're very clean, clear and to the point. Extremely Helpful! Thanks!!

[@grantlauinger8663]

Helpful video, thanks! There are so many long, boring videos where people simply click around and tell you what they are clicking on for 30-60 minutes. I can do that. I appreciate your experienced approach on how to clean up and get started. Thanks!

[@BluRoot]

Thanks for the kind words! We will keep up with this type of work.

[@Greg-px7lt]

Simple and on mark of what most of us are looking to accomplish. Thanks!!!

[@BluRoot]

Glad it was helpful!

[@sumitshukla6489]

Extremely Helpful. Thank you

[@kimoosaw]

your videos and approeach are really amazing, short and strait to the point. i have learned a lot form you

[@BluRoot]

Happy to hear that! Remember to subscribe and turn on the notifications to our channel so you won't miss a video! 💙

[@kingdomwaybusinessesminist4985]

Great introductory video. Thank you.

[@BluRoot]

Glad you liked it! It's always great to receive a positive review to know our content is being helpful, it gives us an incentive to keep going! Remember to follow us to always receive tips, tutorials, news and other cool content about Zoho! 💙

[@ChristopherTerrell-gb2bw]

Man, thank you so much for all of your amazing videos that you and your team take the time to create for all of us! I am the proud owner of a start up Digital Marketing Agency, and I have been on a mission to get the correct foundation in terms of practices and tools! I knew that the original CRM that I was going with was to clunky and simply not efficient for day to day operations. Thanks to your high level, well informed videos, I have chosen to go with Zoho One! I am so excited with this power house of a CRM, and plan on continuing learning from your expertise along the way. Again, thank you thank you thank! I also subscribed to show my love, appreciation and support! You guys rock, and I wish you nothing but success in every single thing that you do! Cheers!

[@BluRoot]

Hi there! Our team is happy to hear this feedback. Sending you back all the love, and wishing you a successful journey in your company and with Zoho! Thanks for subscribing, we really appreciate it 💙

[@eliesarlydersen7982]

Hi there! I enjoyed your video, quick and informative. You talk about deleting leads and there is a video going more into depth regarding that. I dont fine that particular video, where is it ? :) Thank you for the other videos!

[@BluRoot]

Hi Eliesar, this is the video I was referencing kzbin.info/www/bejne/iGnOnGOahNCKh68

[@sandramatchen5038]

Do you make a video where the set up is for different projects? For instance I have 3 sales projects with different leads coming in? I guess be like a affiliate.....or agent.

[@mubarakabbas]

Thanks Man, Suppose if we remove the module with one user , will it reflect in another user

[@BluRoot]

Yes, if you remove a module it will remove for all users in the account.

[@stevengreenleaf6067]

I am trying to run two entities, one for profit and one non-profit. Is there a way to use one CRM setup for both, rather than having to switch? I really only need the contact management and outreach functions. Thanks.

[@BluRoot]

Hi Steven, Yes you can technically have many businesses in one CRM. You should take advantage of "Layout Rules" to seperate the fields and permission for each business unit. If you want more information feel free to join my office hours and I can chat with you about it.

[@VinchFlores]

Thanks for the tips. By the way what is the brand of your wireless headset?

[@BluRoot]

No problem, and the brand is Jabra Evolve

[@theJuniverse]

as always, and i know it's just me, what i see in MY setup is not what you have in yours... i don't seem to have command center....

[@Alpha-ro8sc]

Can the pipeline funnel be inverted?

[@BluRoot]

The actual visual of the pipeline cannot be inverted.

[@sandramatchen5038]

Why does leads have "Company" and contacts don't? fields are different in both. You said set up both the same. I don't see company in contacts.

[@BluRoot]

Hi Sandra. Typically in contacts the "Company" field you see in leads is really called "Accounts" in contacts. It's a weird quirk of the system.

[@sandramatchen5038]

@@BluRoot Gezzz okay, there are several fields in Leads that are not in Contacts. How do we add those fields in contacts?