Set up your CRM in under 30 minutes | Bigin by Zoho CRM

[neilstagner]

Excellent Video, describes setup wonderfully!

[sriniranjanks]

Thank you very much for the video❤. Way of explanation is very easy to understand and it gives some confidence for using this tool.

[akinwumisamuel]

Good job, pls which software or platform did you use to edit this video. Thanks in advanced

[Maria-mvms]

Does not show how to import company, what information must be included and would like to know what can be included or should be excluded in fields such as "Describe" under the company heading. Trying hard to get some direct help.

[ImpactDrivenX]

How to add a deal which has a recurring payment every month? Also, how to track if only a certain percentage of payment is received and certain is pending?

[TiaGLDN]

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!