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Updates To Zoho CRM Data Sharing Rules!

By April 4, 2022No Comments

Just last month, we posted a blog about Zoho CRM data sharing options.  Since then, Zoho has broadened how individual records can be shared.  Read on to learn more.

How Have Zoho CRM Data Sharing Rules Been Updated?

In the past, individual records could only be shared with 10 users under private sharing.  Zoho has now expanding the rules for sharing individual records by allowing records to be shared with roles and groups.

Under the new rules the record sharing limits are as follows:

  • 10 users
  • 5 roles
  • 5 groups

As a result of this change, records can be shared with many more users.

Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up!  Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Dena Falek

Author Dena Falek

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