🎯 Key Takeaways for quick navigation: 01:14 *🛠️ Removing unnecessary modules in a new CRM helps focus on essential features, improving usability for users.* 09:44 *📊 Customizing record layouts in CRM enhances user experience by organizing information into logical sections, improving readability.* 16:53 *🔐 Creating a basic user profile in CRM involves customizing permissions to restrict actions like mass delete or data export, enhancing data security.* 22:29 *💼 Consider carefully enabling integrations like Google contacts and calendar sync, ensuring they align with your team's workflow and needs.* 22:57 *🛡️ Limit developer permissions to admins and developers only, preventing unnecessary risks associated with sales reps setting up API connections in CRM.* Made with HARPA AI
This is a beneficial first step. We are seriously trying to use three Zoho modules under a Zoho One Subscription: CRM, Books, and Inventory. The struggle we are having is synchronisation of records and, in particular, knowing if we can turn off things like invoices and sales orders in CRM so that we can import the same from Books and Inventory. We also have specific fields we are using in Books that are not in Zoho CRM, which we feel are essential, and a few we would like to add under the customer record, such as the district a client is located in. Lastly, we want to add a client workflow triggered by the shipping date. From this shipping date we must contact a client once a week over twelve weeks, how could we potentially do this?
Hi IdeationStation! A few answers here: - You can definitely disable the CRM Sales Orders and Invoices. It's under the CRM/Books integration settings on the CRM side. - Additional custom fields can be added to both CRM and Books, then added to the integration field mapping options - You can use a date-based workflow, triggered off of Shipping Date, with scheduled actions to set up a long-term series of emails to your client Hope this was helpful!
thanks this was very helpful. do you have anything on how to set yourself up for a service-based business like a life coach with 1:1 sessions with clients and you want to keep records?
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
Hi Tia - some of this does come down to preference. The way we always set it up is where the client has full ownership over the Account. So, it would be under an email address on their domain. We normally recommend they create a new inbox (or alias) for zohoadmin@domain.com to keep it separate from any specific employee's email address.
Hey Vaporware, We answered your question on the latest episode of the CRM Zen Show! You can jump right to your answer by using this link, ua-cam.com/video/wtxbFWyG7nE/v-deo.html
![Lp. Сердце Вселенной #60 РОЖДЕНИЕ ЛОЛОЛОШКИ [Финал] • Майнкрафт](http://i.ytimg.com/vi/YoR0pAV9FVQ/mqdefault.jpg)
I seriously needed this! I didn't know where to start. Glad I found your page and subscribed!
Thanks for the insightful video Tyler. I really enjoy Bret's input with your videos, missed him on this video.
You guys are awesome!!
Great video. Very thoughtful.
🎯 Key Takeaways for quick navigation:
01:14 *🛠️ Removing unnecessary modules in a new CRM helps focus on essential features, improving usability for users.*
09:44 *📊 Customizing record layouts in CRM enhances user experience by organizing information into logical sections, improving readability.*
16:53 *🔐 Creating a basic user profile in CRM involves customizing permissions to restrict actions like mass delete or data export, enhancing data security.*
22:29 *💼 Consider carefully enabling integrations like Google contacts and calendar sync, ensuring they align with your team's workflow and needs.*
22:57 *🛡️ Limit developer permissions to admins and developers only, preventing unnecessary risks associated with sales reps setting up API connections in CRM.*
Made with HARPA AI
New to Zoho One, this video was very helpful.. Thank You 😊
great video, perfect timing for me
thank you SO much!
very good video
Gr8 one.
This is super useful! Thank you :)
So should I be creating Basic profiles for ALL modules also?
This is a beneficial first step. We are seriously trying to use three Zoho modules under a Zoho One Subscription: CRM, Books, and Inventory. The struggle we are having is synchronisation of records and, in particular, knowing if we can turn off things like invoices and sales orders in CRM so that we can import the same from Books and Inventory. We also have specific fields we are using in Books that are not in Zoho CRM, which we feel are essential, and a few we would like to add under the customer record, such as the district a client is located in. Lastly, we want to add a client workflow triggered by the shipping date. From this shipping date we must contact a client once a week over twelve weeks, how could we potentially do this?
Hi IdeationStation! A few answers here:
- You can definitely disable the CRM Sales Orders and Invoices. It's under the CRM/Books integration settings on the CRM side.
- Additional custom fields can be added to both CRM and Books, then added to the integration field mapping options
- You can use a date-based workflow, triggered off of Shipping Date, with scheduled actions to set up a long-term series of emails to your client
Hope this was helpful!
very very useful
thanks this was very helpful. do you have anything on how to set yourself up for a service-based business like a life coach with 1:1 sessions with clients and you want to keep records?
Hi Jodi, We discussed your question on this week's AZAAZ! Click here to jump to our discussion.
🎬 - ua-cam.com/video/ijI1iK2Wcks/v-deo.html#t=19m05s
Hello! I have a very basic but possibly complicated question. I have a client that brought ZOHO to me as I’ve worked with other CRM systems in the past and this is their preferred system they want to now move forward with. However, I’m not sure how the ownership or admin works if I set it up with my own email then transfer ownership like I have with other systems. Or, should I walk them through the setup process so that they’ll have to initially start with their own email address. My only worry is that they’ll have access to the system before everything is setup, I’m sure they’ll get email alerts about everything I trigger and test, etc. Any advice is much appreciated!
Hi Tia - some of this does come down to preference. The way we always set it up is where the client has full ownership over the Account. So, it would be under an email address on their domain. We normally recommend they create a new inbox (or alias) for zohoadmin@domain.com to keep it separate from any specific employee's email address.
@@Zenatta Perfect! Thank you so much!
Thx how can I get my Facebook and other SoMe contacts into my Bigin platform
Hey Vaporware,
We answered your question on the latest episode of the CRM Zen Show! You can jump right to your answer by using this link, ua-cam.com/video/wtxbFWyG7nE/v-deo.html
@@Zenatta Thanks!