User Management in Zoho CRM – Data Sharing Methods

Descrição

Descrição:

The role hierarchy in Zoho CRM determines the default data access flow between users in Zoho CRM. What if your business process requires you to share data with users outside of what the role hierarchy can achieve? That’s when you would turn to CRM’s other data sharing methods.

Take part 1 and part 2 of User Management in Zoho CRM to get started with setting up user administration.