In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records.
You can manage groups with the following combinations:
In Zoho CRM - Groups module, you can perform the following operations:
You can create different types of user groups and share the common records among groups.
To create groups
After creating a new group, you can associate members with the group. As mentioned above, group members can be users, roles, roles & subordinates or other groups. After assigning group members you can share the CRM data among users by applying data sharing rules.
To associate users to a group
After creating groups, you can update the group name and group members as your requirements grow.
To edit groups
Periodically you may consider cleaning up the unwanted groups using the delete function. While deleting, all the data sharing rules will be calculated automatically, updating the changes, so you won't need to recalculate them.
To delete Groups
In Zoho CRM, records are always owned by the user. However, access rights to the records can be extended to other users by grouping a set of users and setting up sharing rules for each module. After setting up the sharing rules, group members can access records in CRM modules as per their permission in their profile.
For example, if "User A" doesn't have access to the Potentials module, he/she cannot access the Potentials by setting up data sharing with groups.
To share data with groups
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Make the most of Zoho CRM with these useful tips.