Скачать с ютуб How to Configure a Customer Portal in Zoho CRM в хорошем качестве

How to Configure a Customer Portal in Zoho CRM

In this tutorial, we guide you through the steps to set up your CRM portal, managing permissions, and provide a user-friendly interface for portal users. Watch as we log in as a portal user and explore the CRM from their perspective, offering tips on customizing access for different user types and ensuring a secure and efficient user experience. 🚨 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... 📍*Google Address AutoComplete Extension*📍 Map Out Your Success with Precision! 👉https://marketplace.zoho.com/app/crm/... 🏥 Zenatta CRM Health Check Extension 🏥 A Clean System Is A Better System! 👉https://marketplace.zoho.com/app/crm/... 🎬 TIMESTAMPS 🎬 0:00 Intro 0:52 Setup & Permissions 8:44 Send Out An Invite To Join 9:20 User View & Navigation 👇 SUBSCRIBE 👇 ️ ♦️ YouTube -    / @zenatta   ️ ♦️ Newsletter - https://zenatta.com/newsletter/ ️ ♦️ LinkedIn -   / zenatta   ️ ♦️ Twitter -   / zenattaconsult   ️ ♦️ Facebook -   / zenattaconsulting   🧠 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/ #ZohoCRM #TaskManagement #Zoho