Zoho CRM: Security Control and Permissions Walk-through

Blu Inner Circle
bluinnercircle.com/
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Zoho Security Control permission and profiles are oftentimes a very confusing part of a CRM setup. In this video I walk-through:
00:00 - Introduction
01:22 - What is the difference between profiles and roles
03:00 - How best to setup profile permissions
05:40 - How best to setup roles
06:50 - Data sharing settings
#zoho #zohocrm #zohotutorial
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[@aegismartech]

Hi Gentz. It would be nice to see a Sharing Rules use case around multiple Real Estate Teams within a Brokerage. Thanks for the videos. I've learned a lot from you over the years.

[@BluRoot]

Hi Aegis,
Thanks for your comment, and we have put this on our list for an upcoming video.