Group - Word of the day #93

Group - Word of the day #93

In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records.

You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as Product Launch and the Description as Marketing Activities for product launch.

In the Group Source section, you can select the group members you want to add. You can select users, roles, roles and subordinates, and people from different groups as well. Now when you click on the group, you can view the group's feeds and the group members, and carry out your conversations here.

Here's a knowledge-base article on creating a Group within Zoho CRM and working with it.

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