Basics of Zoho CRM

Getting started with a CRM system might seem a little overwhelming at first. With a multitude of features and settings available, it can be hard to figure out what to do first. It takes time to familiarize yourself with the product, but it's not as hard as it sounds.

[fafelo]

very useful video, thanks for the update

[bootstrapsite]

Very few company videos that are actually useful. Otherwise it's mostly just fluff. Good work.

[DeeSantillanes]

I wish you didn't skip the Portals section of the Channels tab.

[adegbolaoladimeji]

Thank you for this presentation. How do you highlight items in the presentation?

[maxbusinessprofitssergiode]

My version does not allow or have a "View" change button. IS that because its a Trial or free?

[neckedexpress]

I AM NEW FOR THIS. WANT TO KNOW MORE ABOUT IT

[blopez]

Is there a video where someone is ACTUALLY using the Zoho CRM?
Then discuss how to setup the CRM?

[donlim]

Can the CRM be set for team leader to view their own team's activity?

[amirbejooz]

Luar biasa keren... andai ada tranlate bahasa indonesia berupa teks. 😊

[Eastern_Prosperity]

My Zoho doesn't have all those options on the top