Zoho CRM portal access.
Hello everyone,
I think I am blind and I can't find the information for some reason and it's driving me nuts.
I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.
Now I would like to be able to share other contacts in a view only. But for the life of me I can't figure it out.
I saw we have a Shared Records but how do i shared a record to that users.
I tried having a mutiple lookup field with the contacts in it, did not work.
I tried having them bound to the same account, did not work.
I used the share option under a contact, none of the option worked.
I have a feeling it's super obvious but can't find it.
If some one could point me in the right direction.
Thanks
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