How To Setup Zoho CRM - Modules, Fields And Personal Settings

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How To Setup Zoho CRM - Modules, Fields And Personal Settings

Рет қаралды 16,877

BluRoot

Күн бұрын

Пікірлер: 27

@grantlauinger8663 Жыл бұрын

Helpful video, thanks! There are so many long, boring videos where people simply click around and tell you what they are clicking on for 30-60 minutes. I can do that. I appreciate your experienced approach on how to clean up and get started. Thanks!

@BluRoot Жыл бұрын

Thanks for the kind words! We will keep up with this type of work.

@Greg-px7lt Жыл бұрын

Simple and on mark of what most of us are looking to accomplish. Thanks!!!

@BluRoot Жыл бұрын

Glad it was helpful!

@frankmartinez6648 Жыл бұрын

You're very clean, clear and to the point. Extremely Helpful! Thanks!!

@kimoosaw 2 жыл бұрын

your videos and approeach are really amazing, short and strait to the point. i have learned a lot form you

@BluRoot 2 жыл бұрын

Happy to hear that! Remember to subscribe and turn on the notifications to our channel so you won't miss a video! 💙

@sumitshukla6489 6 ай бұрын

Extremely Helpful. Thank you

@ChristopherTerrell-gb2bw Жыл бұрын

Man, thank you so much for all of your amazing videos that you and your team take the time to create for all of us! I am the proud owner of a start up Digital Marketing Agency, and I have been on a mission to get the correct foundation in terms of practices and tools! I knew that the original CRM that I was going with was to clunky and simply not efficient for day to day operations. Thanks to your high level, well informed videos, I have chosen to go with Zoho One! I am so excited with this power house of a CRM, and plan on continuing learning from your expertise along the way. Again, thank you thank you thank! I also subscribed to show my love, appreciation and support! You guys rock, and I wish you nothing but success in every single thing that you do! Cheers!

@BluRoot Жыл бұрын

Hi there! Our team is happy to hear this feedback. Sending you back all the love, and wishing you a successful journey in your company and with Zoho! Thanks for subscribing, we really appreciate it 💙

@kingdomwaybusinessesminist4985 2 жыл бұрын

Great introductory video. Thank you.

@BluRoot 2 жыл бұрын

Glad you liked it! It's always great to receive a positive review to know our content is being helpful, it gives us an incentive to keep going! Remember to follow us to always receive tips, tutorials, news and other cool content about Zoho! 💙

@eliesarlydersen7982 2 жыл бұрын

Hi there! I enjoyed your video, quick and informative. You talk about deleting leads and there is a video going more into depth regarding that. I dont fine that particular video, where is it ? :) Thank you for the other videos!

@BluRoot 2 жыл бұрын

Hi Eliesar, this is the video I was referencing kzfaq.info/get/bejne/iJ6bnpOVtNG7gYE.html

@theJuniverse 6 ай бұрын

as always, and i know it's just me, what i see in MY setup is not what you have in yours... i don't seem to have command center....

@sandramatchen5038 2 жыл бұрын

Do you make a video where the set up is for different projects? For instance I have 3 sales projects with different leads coming in? I guess be like a affiliate.....or agent.

@VinchFlores Жыл бұрын

Thanks for the tips. By the way what is the brand of your wireless headset?

@BluRoot Жыл бұрын

No problem, and the brand is Jabra Evolve

@mubarakabbas Жыл бұрын

Thanks Man, Suppose if we remove the module with one user , will it reflect in another user

@BluRoot Жыл бұрын

Yes, if you remove a module it will remove for all users in the account.

@Alpha-ro8sc 11 ай бұрын

Can the pipeline funnel be inverted?

@BluRoot 11 ай бұрын

The actual visual of the pipeline cannot be inverted.

@stevengreenleaf6067 Жыл бұрын

I am trying to run two entities, one for profit and one non-profit. Is there a way to use one CRM setup for both, rather than having to switch? I really only need the contact management and outreach functions. Thanks.

@BluRoot Жыл бұрын

Hi Steven, Yes you can technically have many businesses in one CRM. You should take advantage of "Layout Rules" to seperate the fields and permission for each business unit. If you want more information feel free to join my office hours and I can chat with you about it.

@sandramatchen5038 2 жыл бұрын

Why does leads have "Company" and contacts don't? fields are different in both. You said set up both the same. I don't see company in contacts.

@BluRoot 2 жыл бұрын

Hi Sandra. Typically in contacts the "Company" field you see in leads is really called "Accounts" in contacts. It's a weird quirk of the system.

@sandramatchen5038 2 жыл бұрын

@@BluRoot Gezzz okay, there are several fields in Leads that are not in Contacts. How do we add those fields in contacts?