Zoho CRM Tutorial 2022
In this video, you will see the overview of Zoho One user settings setup.
In order to set your own User Configuration, click on the profile icon and go to My Account.
Here you could fill in personal information as name, country language, time zone, and other details. Here you could add multiple email addresses and your mobile numbers.
In the security, you could set a password allowed IP addresses and also add application-specific passwords and say all devices; do not forget to enable multi-factor authentication to protect your account and settings.
You could configure your preferences as date format, privacy settings, newsletter subscription, authorized websites, linked account, and if needed, this is a place where you could close your account.
Now you know how to configure your user profile settings in Zoho One. In the next Zoho video tutorial video, we will show how to activate Zoho CRM Application.
TIMESTAMPS👀🎬
00:00 Start Video
00:25 Profile Overview
01:06 Features of the Settings tab
🆘 NEED A CONSULTATION IN ZOHO CRM? 🆘
Visit our website - https://www.customerization.ca/
__________
BONUS !!!
Open a free Zoho One trial account and get a free demo from Zoho.
Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h
__________
BONUS !!!
Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9
__________
OUR SERVICES
Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.
Quick Start CRM
A functioning Zoho CRM up and running in just two weeks.
Full Business Platform
All Zoho applications and modules, 3rd party software tools integrations, data migrations
Managed Services
Ongoing support – multi-month SLA agreements or bank of hours
Request more info at [email protected] training and user adoption.
__________
Important links
Tag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb
__________
Connect with us on Social Media:
LinkedIn: / customerization
Personal LinkedIn: / kiratchernikovsky
__________
CONTACT
Website: https://customerization.ca/
Email: [email protected]
Thanks for being with us!
In order to set your own User Configuration, click on the profile icon and go to My Account. Here you could fill in personal information as name, country language, time zone, and other details. Here you could add multiple email addresses and your mobile numbers.
In the security, you could set a password allowed IP addresses and also add application specific passwords and say all devices; do not forget to enable multi factor authentication to protect your account and settings.
You could configure your preferences as date format, privacy settings, newsletter subscription, authorized websites, linked account, and if needed, this is a place where you could close your account.
Now you know how to configure your user profile settings in Zoho One. In the next video, we will show how to activate Zoho CRM Application.
__________
BONUS !!!
Open a free Zoho One trial account and get a free demo from Zoho.
Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h
__________
BONUS !!!
Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9
__________
OUR SERVICES
Fully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.
Quick Start CRM
A functioning Zoho CRM up and running in just two weeks.
Full Business Platform
All Zoho applications and modules, 3rd party software tools integrations, data migrations
Managed Services
Ongoing support – multi-month SLA agreements or bank of hours
Request more info at [email protected] training and user adoption.
__________
Important links
Tag Customerization as your Zoho Partner: https://zurl.co/kwS6
__________
Connect with us on Social Media:
LinkedIn: / customerization
Personal LinkedIn: / kiratchernikovsky
__________
CONTACT
Website: https://customerization.ca/
Email: [email protected]
Thanks for being with us!
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