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.
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Master Zoho CRM and make the best use of it in your business with all the free courses from the Zoho CRM Academy. From concepts to all the detailed demos, with every course, you can learn and implement all that is to know about the various features and their usage.
