Hello everyone,
I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is that each user, upon their initial login, will encounter specific fields tailored to their role that require completion. How can this objective be accomplished within Zoho CRM?
To sum up the use case:
1. An email invitation is extended to a user.
2. The new user successfully completes the sign-up process.
3. Upon logging in for the first time, the user is presented with mandatory fields pertinent to their role, such as lead goals, experience, address, and so on.
4. Subsequently, the user is redirected to the standard home page.
Is this a feasible scenario within Zoho CRM? Can we employ client scripting in the Users module? Is it possible to create dynamic views for user profiles?
I would greatly appreciate any assistance or insights regarding this matter.