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.

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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

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