Null & Non-user Account Owner
Hi,
We're currently testing Zoho CRM as a management tool for a company database. Due to the way we gather new information, detailed company information is required when adding an entry to the database. Thus I add new companies/leads as Accounts, not as Leads.
However, Lead or Account, an Owner is required to be assigned. Is there a way to disable this? We'd like to set it up so that new companies can be added to the list without an owner and then have the sales staff check for entries without an owner so that sales staff can take ownership when an approach is made.
Also, some accounts in are company are handled uniquely by those who are not sales staff, and they do not have access to Zoho CRM during our testing phase. Is there a way to assign as the Account Owner someone who does not use the system?
Hope you can answer my queries!
Cheers,
Douglas
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