Suzanne Kirkland No Comments

Zoho CRM has tools to manage data sharing across users.  The main ones are the Role Hierarchy and the Data Sharing Rules, but these are on a module basis – you either share all the records in a module or none.  There are also field permissions that you can set that will show/hide specific fields within a module.  What if you wanted to be able to selectively share records across roles?  That’s where the Record Share feature comes in!  Here’s how you use it:

  • Open the record in CRM
  • Click the “…” menu at upper right and select the Share option –>
  • Select the users and their access they will get to the specific record:

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