Hi there,
I'm a startup and have a list of sales leads I want to share with my partner. I'm using Zoho's CRM tool. I've created a Zoho account and imported our leads list into the CRM. I've also invited my partner as a friend, but clearly that is not the way to share the list. She just creates her own blank Zoho account. How do I share my leads list with her? Help I can't figure this out and I've been trying for awhile.
Thanks,
Kelly