How can I share deals related information with more users?
How can I share deals related information with more users?
You can share Deals' information with other users through record-level sharing. You need to have the Record Level sharing permission enabled in your profile to share the records. Read more about record-level sharing here.
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...
Reports provide useful insight and valuable information that helps management decide on their budgets, marketing activities, and growth rate and improve their overall decision making. So, it is important to be able to share reports with other users. ...
The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists.
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features Lead generation and Lead engagement use cases described the methods used to generate, manage, and engage the leads. ...