To set up and customize the Zoho Client Portal, first, enable the portal in your Zoho CRM by navigating to Settings > Channels > Portals. Add your clients as portal users, assigning them specific permissions based on their needs. Customize the portal by configuring the modules, branding (logos, colors), and user interface to match your business identity. You can also personalize workflows and notifications to enhance client interactions and streamline communication.
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