User Management in Zoho CRM – User license, Roles & Profiles
Connecting the dots of user licenses, roles and profile
Master the essential subject of user management in CRM Administration with this course. Understand how to map your organizational structures and assign roles and responsibilities to each individual in your CRM system. Learn about the key concepts and best practices for user management, including the need to map organizational hierarchies to a CRM, Zoho CRM's user licensing model, and defining user privileges using profiles. By the end of this course, you will have a solid understanding of user management and be able to apply your knowledge to setting up user administration in Zoho CRM. Enroll in both Part 1 and Part 2 of this course to fully master user management in Zoho CRM.