Share Records with Groups
Share Records with Groups
how can i set up the crm to share records within the groups only?
ie. users in group 1 can only see records in group 1?
I tried following <
https://www.zoho.com/crm/help/security/create-groups.html#Share_Records_with_Groups>
and tried to set up data sharing rules.
However, I get an error saying I need to upgrade from Professional to Enterprise.
What am I doing wrong?