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

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 ...   🚨 UPCOMING LIVE STREAMS 🚨 Zoho Sign Full Product Overview September 17, 2024, 10:00 AM Pacific Standard Time https://club.zenatta.com/c/zenatta-ev... Don't Miss Any Zoho News, Tips, Events & More Subscribe To Our Newsletter - https://zenatta.com/newsletter/ 💥 Zoho Team Training Programs 💥 Train Your Team In Less Than A Week! 👉https://zenatta.com/training/?utm_sou... 🎬 TIME STAMPS 🎬 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 👇 SUBSCRIBE 👇 ♦️ YouTube -    / @zenatta   ♦️ Newsletter - https://zenatta.com/newsletter/ ♦️ Twitter -   / zenattaconsult   ♦️ Facebook -   / zenattaconsulting   ♦️ LinkedIn -   / zenatta   🧠 OTHER RESOURCES 🧠 ♦️ Resource Library - https://zenatta.com/resources/ ♦️ Events - https://club.zenatta.com/c/zenatta-ev... ♦️ Club Zenatta - https://club.zenatta.com/ 💻 ABOUT US 💻 At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience. 🛑 NEED ZOHO HELP? 🛑 Visit - https://zenatta.com/ #Zoho #ZohoCRM #Zenatta