In this tutorial, we guide you through the steps to set up your CRM portal, managing permissions, and provide a user-friendly interface for portal users. Watch as we log in as a portal user and explore the CRM from their perspective, offering tips on customizing access for different user types and ensuring a secure and efficient user experience.
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0:00 Intro
0:52 Setup & Permissions
8:44 Send Out An Invite To Join
9:20 User View & Navigation
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Негізгі бет Ғылым және технология How to Configure a Customer Portal in Zoho CRM
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