I am a new user to Zoho CRM and am evaluating it as a replacement to our in-house CRM.

One of the requirements we have is the ability to control the visibility of records based on the sales pipeline. With our current CRM, in order to prevent issues with BDMs interfering with each other's suspects/prospects we hide anything that is not owned by the individual BDM. However, when a suspect/prospect is lost or not worked on for 30 days, it is moved into "recycled" status where it is free to be picked up by any other BDM. This applies for active accounts as well, they can only be seen by the BDM who signed up the account and the AM who manages it.

Is there a way to implement the same restrictions in Zoho? Essentially have it so Deals/Leads are hidden until they are given a stage of "Recycled", in which case they show up for all users. Ideally we would broaden those permissions to include accounts and contacts as well.

Related to this, is there way to have Accounts, Contacts and Deals visible to the BDM without them being the account owner? Like base it off a custom field instead? As we would like the AM to be the owner and the BDM to have access as well.

Any suggestions on an alternative way of managing this cross-user visibility issue would also be welcome.

Thanks in advance.