Understanding User Roles in Zoho CRM What Are User Roles? When diving into Zoho CRM, one of the first things I learned was the importance of user roles. Basically, these roles help determine what information each user can access. So, if you’re managing a team, you’re going to want to understand this concept well. Each […]
Understanding User Roles in Zoho What Are User Roles? First things first, let’s talk about user roles in Zoho. Just like in any organization, different team members have different responsibilities. In Zoho CRM, user roles help to define what information users can see and interact with. So, if you’re in sales, you might need different
Understanding Your Current View Getting Acquainted with the Interface First things first, you’ve gotta know where you’re starting from. Open up your Microsoft CRM and take a look at the current view you’re working with. The layout can be a bit overwhelming if you’re new, but no worries—we’ll navigate through together! Take a moment to