CRM NextGen | Overview | Knowledge Base

Overview
Security controls in Zoho CRM: An overview
The most valuable part of your CRM isn't its features—it's your organization's actionable, context-rich customer data. As an administrator, your job is to ensure only the right users have access to the CRM and can work with this data. Once inside, ...
Manage Users, Roles, and Permissions
As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...

Overview