Hello,

We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4.

This hierarchy was a "tree":

1.- The HQ Business Unit was at the top of the tree

2.- Different Second Level Business Units are below HQ

3.- There can be even third level BUs below under these second-level BUs.

We also have different MS CRM roles:

1.- CEO: full Access to all records from all BUs.

2.- BU Manager: full access to all records in his BU and BUs below.

3.- SalesPerson: full access to only his own records.

How can this schema be reflected in Zoho CRM? I have been revieweing the profiles, roles and group definitions but still I am nor sure I have understoo it correctl.

Any help will be highly appreciated!