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Zoho CRM Premium Training 25% Discount Code

Check out Lior Izik’s Zoho CRM Premium training course. 25% Discount code applied. When you click here: https://pnuk.co/lior Or use code PAULNICHOLSON on checkout. Check Out and subscribe to Lior’s Youtube channel too: https://www.youtube.com/channel/UCCWrfyEe4sIYXpInhR0Y6_A Zoho One has all the applications to run your business. Get your work done from any browser, from anywhere. 40+ Apps […]
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Zoho CRM Sales Commission Tracking Ideas

Zoho CRM Sales Commission Tracking Ideas. Asked by Cindy in my private community for Zoho users. Come and join us. https://pnuk.co/zohocrm — ► Useful? Subscribe: https://www.youtube.com/user/bluejeansmedia?sub_confirmation=1 Leave me a comment. Let me know what you think! =========================== CONNECT WITH ME: =========================== Join me in my Forum. I will get the answers to your questions. https://forum.paulnicholson.com […]
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Zoho CRM Create Invoice On Won Status With Zoho Books – Zoho ONE Q&A

Zoho CRM Create Invoice On Won Status With Zoho Books – Zoho ONE Q&A Ask your questions at https://paulnicholson.com Zoho ONE training at https://pnuk.co/z1club Zoho CRM training at https://pnuk.co/zohocrm Zoho Books training at https://pnuk.co/zohobooks — ► Useful? Subscribe: https://www.youtube.com/user/bluejeansmedia?sub_confirmation=1 Leave me a comment. Let me know what you think! =========================== CONNECT WITH ME: =========================== Join […]
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Zoho CRM for Microsoft Teams

Microsoft Teams is a platform that helps you collaborate with various teams in your organization. In businesses, there can be instances where you want the team members to refer to the dashboards that you have created in CRM. In such cases, sharing each dashboard with individual members or collating them into a presentation can be […]
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08:53

Define and manage who has access to your Zoho CRM account | User Management

Learn everything about adding and managing users, defining their roles and permissions, creating user groups and all about user licenses in Zoho CRM. https://help.zoho.com/portal/kb/articles/user-management-introduction https://help.zoho.com/portal/kb/articles/add-modify-users https://help.zoho.com/portal/kb/articles/activate-deactivate-users https://help.zoho.com/portal/kb/articles/get-started-manage-users For more such videos, check out the Mastering Zoho CRM Playlist: https://www.youtube.com/playlist?list=PLQj-MBAtOQmksOHdSttlGwo1L7IHFEka8
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04:47

How To Migrate From Hubspot To Zoho CRM

How To Migrate From Hubspot To Zoho CRM Training video to show you how easy it is to move your data from Hubspot to Zoho CRM. Learn more about the power of Zoho ONE here https://z1trial.com If you have any questions fire away in the comments or my forum like Ernie did. — ► Useful? […]
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03:40

Secure your data on Zoho CRM | Data Backup

Export your data and learn how to secure it by taking a data back up in Zoho CRM. https://help.zoho.com/portal/kb/articles/requesting-data-backup https://www.zoho.com/crm/resources/ For more such videos, check out the Mastering Zoho CRM Playlist: https://www.youtube.com/playlist?list=PLQj-MBAtOQmksOHdSttlGwo1L7IHFEka8
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Permit and restrict data sharing and feature access for Zoho CRM | Profiles and Roles

Use Roles to set up your organisation’s hierarchy in Zoho CRM and define the type of data sharing you want to follow. Use profiles to define permissions for a set of users. https://help.zoho.com/portal/kb/zoho-crm/users-and-control/role-management https://help.zoho.com/portal/kb/zoho-crm/users-and-control/profile-management For more such videos, check out the Mastering Zoho CRM Playlist: https://www.youtube.com/playlist?list=PLQj-MBAtOQmksOHdSttlGwo1L7IHFEka8