To set up the Zoho CRM Customer Portal for your clients, follow these steps:
1. Enable the Customer Portal: Go to Zoho CRM settings, select "Customer Portal," and enable it.
2. Customize the Portal: Choose the modules and data you want to share with clients.
3. Set Permissions: Define what clients can view and edit in their portal.
4. Invite Clients: Send invites via email with login details.
5. Monitor Usage: Track client activity and engagement through the portal.
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