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 - https://youtu.be/5FGU36G_QdA
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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
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We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.
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