This is super useful! Thank you :)

You guys are awesome!!

I seriously needed this! I didn't know where to start. Glad I found your page and subscribed!

Great video. Very thoughtful.

thank you SO much!

great video, perfect timing for me

Gr8 one.

Thanks for the insightful video Tyler. I really enjoy Bret's input with your videos, missed him on this video.

very good video

New to Zoho One, this video was very helpful.. Thank You 😊

very very useful

So should I be creating Basic profiles for ALL modules also?

🎯 Key Takeaways for quick navigation: 01:14 *🛠️ Removing unnecessary modules in a new CRM helps focus on essential features, improving usability for users.* 09:44 *📊 Customizing record layouts in CRM enhances user experience by organizing information into logical sections, improving readability.* 16:53 *🔐 Creating a basic user profile in CRM involves customizing permissions to restrict actions like mass delete or data export, enhancing data security.* 22:29 *💼 Consider carefully enabling integrations like Google contacts and calendar sync, ensuring they align with your team's workflow and needs.* 22:57 *🛡️ Limit developer permissions to admins and developers only, preventing unnecessary risks associated with sales reps setting up API connections in CRM.* Made with HARPA AI

thanks this was very helpful. do you have anything on how to set yourself up for a service-based business like a life coach with 1:1 sessions with clients and you want to keep records?

@Zenatta

Жыл бұрын

Hi Jodi, We discussed your question on this week's AZAAZ! Click here to jump to our discussion. 🎬 - kzread.info/dash/bejne/m559k8uEYrrJm9Y.html#t=19m05s

Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!

@Zenatta

16 күн бұрын

Hi Tia - some of this does come down to preference. The way we always set it up is where the client has full ownership over the Account. So, it would be under an email address on their domain. We normally recommend they create a new inbox (or alias) for zohoadmin@domain.com to keep it separate from any specific employee's email address.

@TiaGLDN

16 күн бұрын

@@Zenatta Perfect! Thank you so much!

Thx how can I get my Facebook and other SoMe contacts into my Bigin platform

@Zenatta

Жыл бұрын

Hey Vaporware, We answered your question on the latest episode of the CRM Zen Show! You can jump right to your answer by using this link, kzread.info/dash/bejne/qaisxKiQqaqdnqg.html

@vaporwareproducts

Жыл бұрын

@@Zenatta Thanks!