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  • 2023/11/9 -ポータルは、Zoho CRMユーザー以外の人(顧客、協力会社、販売代理店、仕入先など)がZoho CRMのデータを表示/編集できる場です。ポータルユーザー(ポータルの利用 ...

    2023/10/19 -6 Best CRM (Client Portals) for Your Business · Jet Admin · Microsoft Dynamics 365 · Salesforce · Zoho · Suitedash · Zendesk. Great for customer support ...

    In this tutorial, we guide you through the steps to set up your CRM portal, managing permissions, and provide a user-friendly interface for portal users.

    YouTube-Zenatta Consulting

    2024/6/7 -This article introduces the Customer portal, and explains who should use it and how it works.

    2024/1/5 -また、HubSpot Smart CRM™やコミュニケーションの受信トレイとシームレスに接続されているカスタマーポータルを活用すれば、顧客はセルフサービスで問題に対応できるように ...

    2023/10/1 -The default portal configuration let the anonymous user to register in the portal and then let the user create the case against his contact as the customer. I ...

    2024/3/26 -The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means they can log in, update details, ...

    2023/8/22 -What is Paid Portal Access? In some cases, your business logic might require that Contacts pay before they are allowed access to the Portal.

    2024/1/6 -Learn more about creating a portal for your org through an API.

    2024/2/22 -Event Speaker Portal Introduction. Browser. The CRM Event Management Speaker Portal is a browser-based portal that enables speakers to view their upcoming ...