Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to assign. Click Assign Users, then go to the Group tab. Find and select the group. Configure the condition to apply to All Users, then set the application settings ...
Lead Assignment Rules can help you automate the process of assigning leads to all CRM users. You can set up lead assignment rules based on your organization-wide lead distribution process, to ensure that leads created through import or generated ...
Sign in to the Zoho One Admin Panel. Go to Admins, then click . Choose the required users by manually entering their name and searching, or by using the user picker (). Click Assign.
Sign in to the Zoho One Admin Panel. Go to Groups, then click Add Group. Enter the group's Name, Description, and Email Address. The group email address will act as an email alias for all the users in the group. Choose Collaboration Group under Type. ...
Sign in to the Zoho One Admin Panel. Go to Applications, then click the app you need to assign. Click Assign Users, then go to the Everyone tab. Configure the condition to apply to All Users, then set the application settings. Click Assign.