How do I share records in the Free Edition?
In Zoho CRM, you can share data with other users in the Free Edition by assigning individual records to different users. You can also change the Record Owner using these steps:
- Click the [Module] Tab. Let's say Contacts.
- In the [Module] Home page, select the record.
- In the [Module] Details page, take one of these steps:
- Click the [Record] Owner name.
- In the pop-up window, select the owner you want from the list, and then click Change.
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