Zoho CRM KISS: How to clean up your tabs and page layouts

4 years ago
47

We believe in keeping it simple. Especially if you are just starting out with Zoho ONE. When you start with Zoho CRM, the 'out of the box' settings will show you every possible tab along the top and have very busy page layouts.

In this video we show you how to pare back your tabs and page layouts to simplify the view - to ultimately help you focus on how to start using it for what you need right now - only the core critical items.

If you are not yet using Zoho ONE for your business - you need to now - start a free trial, no credit card needed at the link below..

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html?yt=cleanuptabs

Link to the Edkins Group's website: http://www.edkinsgroup.com?yt=cleanuptabs

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less.

We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month.

Feel free to visit at: https://www.zocademy.com?yt=cleanuptabs

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