How do I set up user profiles in Zoho CRM?
If you are a business owner or manager looking to streamline customer relationship management, setting up user profiles in Zoho CRM can help you manage customer data more efficiently. User profiles allow you to assign specific tasks and roles to different users, as well as track customer interactions and activity. This can help you better understand customer needs and preferences, and provide better customer service.
Grace Everwood
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9 steps
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17 seconds
Zoho
1
Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
2
Click the "Users" tab in the left-hand navigation bar.
3
Click the "Add User" button.
4
Enter the user's name, email address, and other required information in the fields provided.
5
Select the user's role from the drop-down menu.
6
Click the "Create" button.
7
Click the "Profiles" tab in the left-hand navigation bar.
8
Select the profile you want to assign to the user from the drop-down menu.
9
Click the "Save" button.