Рет қаралды 333
In this video we will tell you about 5 main things that we do when we set up Zoho CRM for our clients. These steps are crucial to take when starting off working with a new CRM system.
📍Get a free consultation - en.crmoz.com/zoho-support?typ...
📍Join our Facebook group with Zoho News here: / 614098037282429
📍Join our newsletter with weekly Zoho updates: zc.vg/NbNhR
🔵Let's keep in touch🟡
Website: en.crmoz.com/
LinkedIn: / crmoz
Facebook group with the latest Zoho News: / 61409. .
Blog: en.crmoz.com/blogs/
Instagram: / crmoz_
Time codes:
0:00 Intro
0:32 Building Business Processes
1:39 Clearing Up & Organising Modules
5:25 Setting Up The Fields
7:36 Organise Record Layout
12:15 Setting Up Profiles & Permissions
14:57 Outro
#zoho #zohocrm #zohopartner #zohotutorial #zohoexpert