We are currently using the Professional version of Zoho CRM, which means we have limited Data Sharing capabilities.

We have the current Role hierarchy for users:

1. Directors

a. Sales

b. Service

c. Marketing

d. Accounts

e. Project Delivery

The idea is we want Directors information to be private, but Sales - Project Delivery to be seen by all.

We therefore set-up a Group that combines Sales - Project Delivery Roles. However, whilst they can see Leads/Contacts/Companies of other Roles, they cannot see Deals.

When the Zoho article says "Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records.", what exactly is meant by "records"? What data is this within the CRM?

Thanks.