How to share leads?
How to share leads?
I'm using a free version of Zoho as I'm testing it out for my company.
I have my account as an admin and then I've set up another account in an non-admin role.
I'm trying to figure out how I can share leads with this other account.
I've follow the data sharing rules here (
https://www.zoho.com/crm/help/security/data-sharing-rules.html)
I can click
Setup >
User & Permissions but I don't see any option for
"Data Sharing Settings "
Any help is greatly appreciated!