New CRM? The First 3 Things We Do In Any New Zoho CRM
Zenatta Consulting Zenatta Consulting
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 Published On Premiered Dec 8, 2022

In this tutorial, we share the first 3 things we do in every new CRM we set up for our clients. Use the timestamps below to skip ahead!

User Profiles Tutorial -    • Zoho CRM User Profiles & Permissions ...  

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0:00 Intro
2:38 1 - Remove Unnecessary Modules
7:46 2 - Clean Up Layouts of Records
15:13 3 - Create A Basic User Profile

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