Do this NOW to Prepare for Zoho CRM for Everyone

Learn how you can prepare for the Zoho CRM for Everyone rollout with this quick and easy tutorial. This video covers setting up profile permissions and configuring role structures to ensure a smooth transition. Perfect for administrators looking to optimize their CRM setup.

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0:00 Intro
0:46 Setup Profile Permissions
7:42 Configure Role Structures

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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.

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[sprice]

One issue we have already come across is regarding the module placement on the left instead of the top. Zoho One has the Apps also listed on the left. If you are looking at Campaigns within the CRM, but go too far to the left and accidentally open up the Zoho One sidebar and have Campaigns listed as one of the apps, this can create confusion as it did for us. Took us an hour to figure out we went inside of the Campaigns App vs Campaigns Module within the CRM.

[steven]

This is really important. The default user profile has to have all the setup options disabled. I have yet to come up with something that can't be done today that will be able to be done with CRM for everyone. Have you guys? How would this apply?