Why You Should be Careful Before Creating a New Layout in Zoho CRM?

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  • Опубликовано: 7 янв 2025

Комментарии • 8

  • @mannuu76
    @mannuu76 3 года назад +1

    OH Man!.. I wish I had seen this video sooner, I was so happy with the idea of creating new layouts for my business CRM, I´m no developer, nor engineer, with that I have a disadvantage of overlooking the extent on how much one can stress the data processes at system level when abusing these features. Zoho doesn´t really tell you to stop and think about it. Thanks so much for the advice Lior, its nice to know we can count on you for theses warnings.
    Ps. Nice tip getting around the layout creation, but even better to know our own processes.

    • @smallbusinessautomation
      @smallbusinessautomation  3 года назад

      Thank you 🙏 I also did million mistakes before I learned the system. We are all in the same boat 🚤

  • @didier_pare
    @didier_pare 4 года назад +1

    You're the best Lior! I loved your CRM course on Udemy! I Highly recommend it

  • @safemodeit244
    @safemodeit244 4 года назад +3

    I would party with this dude...

  • @justuskirigua6322
    @justuskirigua6322 4 года назад

    Hi Lior, which section of the training is this part for layouts located?

    • @smallbusinessautomation
      @smallbusinessautomation  4 года назад +1

      Justus Kirigua there are a few lessons that were uploaded to the different platforms. In some of the platform the lessons are pending the platform approval. Give it another day please.

    • @smallbusinessautomation
      @smallbusinessautomation  4 года назад

      New Videos have been updated to the Zoho CRM Course.
      1) Zoho CRM Reports
      2) Homepage and Dashboard Customization
      3) Layouts (New edition)
      4) Roles
      5) Profiles
      6) Data Sharing Rules