How can I add employee details to CRM?
All the employees who will be using CRM must be invited to join CRM by the admin. Once they join, they can add personal and official details. Please note that the number of employees you can add corresponds to the number of user licenses you have purchased. For example, if you want to add 20 employees to CRM then you must purchase 20 user licenses. Read more about how to add new users here.
If you want to maintain the information of employees in your organization, you can create a custom module and add employee records to it. To create a custom module:
- Log in to Zoho CRM with Administrator privileges.
- Go to Setup > Customization > Modules and Fields.
- Click Create New Module on the Modules tab.
- Enter a name for the module. You will need to enter both the singular and plural forms.
Click Save.
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