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 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.
Availability
Editions
| Enterprise
| Professional
| Free
|
50
| NO
| NO
|
Permission
Required
| Manage Groups
|
Key Features
- Group contains users, roles, roles & subordinates, and sub groups
- You cannot assign records directly to the groups.
- Records can be shared with groups by setting up data sharing rules.
- Users, roles, roles & subordinates can represent multiple groups
Group Members
You can manage groups with the following combinations:
- Users: Only users
- Roles: All users associated with the Roles can become members of the groups
- Roles & Subordinates: All users associated with the roles and subordinate roles can become members of the groups
- Sub-groups: All users belonging to a particular group can become members of the new group
Sample Groups
In Zoho CRM - Groups module, you can perform the following operations:
- Create Groups
- Assign users to groups
- Edit groups
- View groups
- Delete groups
- Share records with groups
Related Topics
Create Groups | Share Records | Assign Groups
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