Frequently Asked Questions
- How do I ensure each Rep can only see the Forecast they own?
- How to change fiscal year information for my company?
1. How do I ensure each Rep can only see the Forecast they own?
Ans: In Zoho CRM, you can set up the organization-wide hierarchy using the Roles module. In Zoho CRM, role function provides access privilege to various modules, fields, and special functions, such as import, export, merge records, lead conversion, and others. Users associated to the specific role can access functions that are assigned to them. Yes, this can be done by changing their profile to standard.
For more information, please refer to the following links:
http://zohocrm.wiki.zoho.com/Managing-Roles.html
http://zohocrm.wiki.zoho.com/Setting-up-Data-Sharing-Rules.html
2. How to change fiscal year information for my company?
Ans: Currently the default fiscal year is configured as January to December. In future updates, we will provide an option to change the fiscal/financial year.
