Greetings, CRM enthusiasts! We are thrilled to share the highlights of our recent Zoho CRM Foundation Training session conducted by one of our Clientric’s team member Sanjana. In this comprehensive training, Sanjana covered fundamental aspects of Zoho CRM, addressing specific topics requested by her colleagues. Let’s delve into the key takeaways! 1. A Walkthrough of...
Zoholics Canada and India 2023! Zoholics Canada and India 2023, were not just events; they were immersive experiences that left participants enriched and inspired. In this blog post, we delve into the first-hand accounts of Destiny, Katelyn, Manav, and Ritik—members of the Clientric team—who attended Zoholics. Their perspectives unveil the magic of Zoho’s flagship events...
Security Control: As you continue with setting up the CRM account, it will include adding users and deciding their jobs and what type of information they need to access. A user is the one who manages records within the organization, whether on their own or those shared by other users. You can add users based...
