Zoho CRM Update: Deel je records met rollen en groepen
Beste community,
Zoals je weet, kan een individueel record worden gedeeld met maximaal 10 gebruikers via privé delen of met alle gebruikers in de organisatie via openbaar delen. Met onze nieuwste update hebben we de mogelijkheden uitgebreid zodat je nu tevens een record kunt delen met rollen en groepen. Op deze manier kan een verkoopvertegenwoordiger bijvoorbeeld een waardevolle deal delen met de verantwoordelijke afdeling voor deals om deze deal sneller te kunnen sluiten.
Wat zijn de limitieten voor het delen van records?
- Door direct delen kan een record worden gedeeld met maximaal 10 gebruikers, 5 rollen en 5 groepen.
- Via indirect delen kan een record worden gedeeld met maximaal 12 gebruikers, 5 rollen en 5 groepen.
Naast deze update is de gebruikersinterface van het delen van informatie, het overzicht en het beheren van delen ook bijgewerkt om de nieuwe categorieën weer te geven:
gebruikers, rollen en groepen.
We hopen dat jullie wat aan deze update hebben!
Met vriendelijke groet,
Team Zoho Nederland
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