Customer Portal Explained Zoho CRM | Full Setup Tutorial | 2022

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In this tutorial I explain how to setup, invite and use the customer portal in Zoho CRM.
Intro - 00:00
Initial Setup - 00:38
Customising The Portal - 01:25
Granting Access To The Portal - 06:18
Creating Additional Portals - 07:52
Managing Portals - 10:13
Outro - 11:01
Email: [e-mail]
Telephone: [phone]
Personal LinkedIn: www.linkedin.com/in/nick-boardman
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[@PhysicsMosses]

Thank you for your work man! Appreciated

[@NickBoardman]

My pleasure!

[@user-pk2tc5vd8k]

thanks for the info.

[@jammyonline372]

THANK YOU for this :)

[@NickBoardman]

My pleasure! 🫡

[@amithashetty9967]

Hi, I have custom module, how can I add this module in portal?

[@fafamiggy25]

Is this possible with leads module?

[@xavierali2875]

can we chat with users on the custom portal

[@JohnLo]

Hello Nick, Kindly suggest which plan in zoho crm should I sign up for, All i need is contacts and a client portal, Also I just need client portal to prompt a form for clients to read the terms and conditions and click a checkbox that they agree to it. And a one time paid portal access needs to be in client portal and finally just being able to send out invoices...Kindly suggest
...

[@13-Nvz]

Can i let my clients to make/creare an order through this portal ?

[@NickBoardman]

Good question! Yes it is possible for your client to create deals, sales orders, purchase orders & a few other modules mentioned in the video. Hope this helps!

[@13-Nvz]

@@NickBoardman thanks that helped a lot, hope u can make a video to explain further and maybe on both sides client and business owner

[@NickBoardman]

My pleasure! I will add the video to the ideas list!

[@kofijelani2075]

No one is telling us how to disable portal to edit contacts email address

[@priyu_travel_life]

Can i get customer report for customer portal?

[@NickBoardman]

Hi Priya, are you wanting to allow customers to generate reports from the portal?

[@PhysicsMosses]

Bro, how to sign up to that portal as a customer?😂😂