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User Management in Zoho CRM - User license, Roles & Profiles
2,251 students
What you'll learn
- Understand the various organizational structures in businesses and the need to map org's hierarchies to a CRM.
- Learn about the Zoho CRM's user licensing model.
- Map the organization hierarchy to CRM using roles.
- Define user privileges in CRM using profiles.
Explore related topics
Course content
3 sections • 6 lectures • 1h 22m total length
Requirements
- The students need to sign up atleast to the Free edition of Zoho CRM to implement and try out what they learn in this course.
Description
One of the most fundamental subjects in CRM Administration is user management. It allows you to map your team structure and specify roles and responsibilities for every individual in your CRM system. How do you map your organizational structures and what are the most important concepts to understand for user management? Take this course to learn more about and get started with user management.
By the end of this course, the learner will be able to
Explain organizational structures in businesses
Understand the need to map organizational hierarchies to a CRM
Explain Zoho CRM's user licensing model
Map the organization hierarchy to CRM using roles
Define user privileges in CRM using profiles
Take part 1 and part 2 of User Management in Zoho CRM to get started with setting up user administration.
Who this course is for:
- Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
- CRM administrators who are responsible to set up the organization's CRM account.