Do this NOW to Prepare for Zoho CRM for Everyone

Learn how you can prepare for the Zoho CRM for Everyone rollout with this quick and easy tutorial. This video covers setting up profile permissions and configuring role structures to ensure a smooth transition. Perfect for administrators looking to optimize their CRM setup.
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0:00 Intro
0:46 Setup Profile Permissions
7:42 Configure Role Structures
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[@dannyrelentless]

Very useful as always. Thank you!

[@steven2145]

This is really important. The default user profile has to have all the setup options disabled. I have yet to come up with something that can't be done today that will be able to be done with CRM for everyone. Have you guys? How would this apply?

[@Zenatta]

Hi Steven! I'd say the main thing that is uniquely new to CRM for Everyone is the ability to group modules into folders, and some of the unique permissions options for Team Modules (within a given Teamspace)

[@kasforai]

when CRM for Everyone comes?

[@Zenatta]

Check this link to request early access- www.zoho.com/crm/ea/crm-for-everyone.html?src=pr

[@investingfiat]

What kind of MJ is on the wall, lol.