Learn how to customize Zoho CRM to fit your business needs.

This webinar is geared toward mid level CRM users or those who have and understanding of the basics of Zoho CRM. We encourage you to watch Zoho CRM Basics prior to watching Zoho Setup and Customization.

In this video, you'll learn how to:

  • Setup roles and profiles.
  • Add custom fields.
  • Change your page layouts.
  • Rename your modules.
  • Use mass automation features.
  • Setup a workflow automation rule.
  • Import data using a spreadsheet.


 Sarah Bailey

Product Marketing Manager