Ask the experts: Live forum based discussion on user management in Zoho CRM

Ask the experts: Live forum based discussion on user management in Zoho CRM


As the admin of an account, you need to ensure that every user has access to the correct information. You're also responsible for defining user roles, assigning profiles, and adding users to team groups. In addition to basic user management and data sharing, Zoho CRM's user management offers advanced functions that include : 

 

  • Custom fields 

  • User lookup 

  • Roles and reporting hierarchy

  • Profiles

  • Data sharing rules, record-level sharing, and territory management 

 

Record-level sharing and custom fields help you edit, delete, hide, and share specific records. You can also set your hierarchy preferences, transfer users when their roles change, and delete or modify a hierarchy. 

 

Zoho CRM's managers will chair our Ask the Experts session this month. The session features an open house where you can ask for product-related advice.

You can start posting your questions right away. Our panel of experts will respond to your questions in real time on this thread from 1:30 pm - 6:30 pm CET on October 30. 



Please note that this isn't a webinar. It's a discussion about Zoho CRM forums where our experts will answer your
questions. Please reply to this post to start asking questions now.