Zoho CRM User Profiles & Permissions Tutorial
ฝัง
- เผยแพร่เมื่อ 28 มิ.ย. 2024
- In this tutorial, Tyler walks you through the various settings inside the user security controls inside Zoho CRM that control User Profiles and Permissions.
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0:00 Intro
0:50 Profiles
1:54 Roles
2:24 Data Sharing Settings
4:05 Creating A New Role
7:20 Standard Profile Overview
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#ZohoCRM #Profiles #Permissions - วิทยาศาสตร์และเทคโนโลยี
Love the ease of following and the examples given. Very helpful for anyone new to CRM or just needs a quick refresher.
Thank you Karen!
Very useful.
Happy 🆕 Year 🎊💖🎉
Thanks 🙏
Happy new year!
@@Zenatta Thanks 😊🙏💕
@@Zenatta Thanks 😊🙏💕
Thank you for the effort, The presentation would have been better if you actually had fleshed out a typical landscape. As I map my organization I look for other's finished work to validate and inform. Visio mapping of an org chart to roles and permissions. Thanks for the effort.
Hey Joel,
We will probably make a few more videos around this throughout the year, but to better describe a "typical landscape" here is our response from this week's episode of the CRM Zen Show - th-cam.com/video/im3yqdf-0cU/w-d-xo.html
Thanks for the clarification.
Can customer fields on Books reflect in CRM? I mean 40 to 80 fields.
Hey Noah,
Don't know if you caught this on this week's episode but we tried to answer this the best we could on this week's show - th-cam.com/video/im3yqdf-0cU/w-d-xo.html
I am a super Admin on my CRM, but I am also an independent user. So, I have my personal business, and I have the business of those who are in my team. When I log into my account, I show ALL contacts for the entire team. Is there any easy way to toggle between my personal business and the overall branch business?
Hey Daniel,
We answered your question in this week's episode of the CRM Zen Show. Use this link to jump straight to our answer - th-cam.com/video/EwlD1ij6aqc/w-d-xo.html