Profiles

Profiles

Manage feature access permissions for users in CRM by creating profiles



Help guide
  1. Creating Profiles
  2. Managing Profile Permissions

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                                                                                                                        • Related Articles

                                                                                                                        • Social Profiles

                                                                                                                          Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
                                                                                                                        • FAQs: Roles and Profiles

                                                                                                                          1. What are profiles? A profile is a collection of permissions for actions that a user will require to perform their job. For example, a department head might require permissions to import data, customize modules, and add users to CRM. You can create ...
                                                                                                                        • Creating Profiles

                                                                                                                          Profiles in Zoho CRM help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions for ...
                                                                                                                        • Address Locator for Zoho CRM

                                                                                                                          The Address Locator extension for Zoho CRM brings geolocation information to your business processes by helping you find and assign leads to your sales team by region. You can locate leads on Google Maps, manage campaigns by geographical area, and ...
                                                                                                                        • Setting up Social Tab

                                                                                                                          In order for you to start using Social tab, your Zoho CRM account must be configured with any or all of your organization's Facebook Pages or your Twitter handles. The configuration can be performed only by a user with Social Administrator ...
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