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Zoho CRM Profiles and Roles can be the most complicated feature of the CRM to set up, but it is also one of the most important to keep your data protected as well as your users on track. In this video, we walk through the best practices to keep users' roles and profiles simple while also being effective to minimize data breaches and confusion.
In This video We will cover the following topics:
00:00 Introduction on How to Setup Zoho CRM Profiles and Roles
01:11 - Security settings overview
01:50 - Profiles and Roles
07:21 - Data Share inside the CRM
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How to Setup Zoho CRM Users Profile and Roles
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