New CRM? The First 3 Things We Do In Any New Zoho CRM

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New CRM? The First 3 Things We Do In Any New Zoho CRM

Рет қаралды 14,700

Zenatta Consulting

Күн бұрын

Пікірлер: 22

@magiccitymel Жыл бұрын

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

@lelemsimango3581 Жыл бұрын

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

@anndriarobinson101 Жыл бұрын

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

@tommacdonald_official Жыл бұрын

You guys are awesome!!

@NathanArant Жыл бұрын

Great video. Very thoughtful.

@Learn2Cloud 6 ай бұрын

great video, perfect timing for me

@rodrigorivas97 Жыл бұрын

This is super useful! Thank you :)

@sheridangalvan9172 7 ай бұрын

thank you SO much!

@shawnpenoyer-atl Жыл бұрын

very good video

@sandyk7890 Жыл бұрын

Gr8 one.

@everardokeeme 7 ай бұрын

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

@mohitchauhan2811 4 ай бұрын

very very useful

@hxxzxtf 4 ай бұрын

🎯 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

@JodiClarke Жыл бұрын

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. 🎬 - kzfaq.info/get/bejne/n9B5ZMx8l73Hm6c.html#t=19m05s

@TiaGLDN 2 ай бұрын

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 2 ай 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 2 ай бұрын

@@Zenatta Perfect! Thank you so much!

@vaporwareproducts Жыл бұрын

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, kzfaq.info/get/bejne/rdqolamI3q2bnnk.html

@vaporwareproducts Жыл бұрын

@@Zenatta Thanks!