Permit and restrict data sharing and feature access for Zoho CRM | Profiles and Roles

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  • เผยแพร่เมื่อ 28 ก.ย. 2024
  • Use Roles to set up your organisation's hierarchy in Zoho CRM and define the type of data sharing you want to follow. Use profiles to define permissions for a set of users.
    help.zoho.com/...
    help.zoho.com/...
    For more such videos, check out the Mastering Zoho CRM Playlist: • Playlist

ความคิดเห็น • 10

  • @SaiKumar-cz3tm
    @SaiKumar-cz3tm 3 ปีที่แล้ว

    How do I record Creditors and Debtors opening balances manually in Zoho. It is showing "to import the data" option only but I want to add manually.

  • @mdshahidaneday8733
    @mdshahidaneday8733 4 ปีที่แล้ว

    Great for buses us

  • @Egemynis
    @Egemynis 4 ปีที่แล้ว

    Thanks

  • @ghulammohammedi4136
    @ghulammohammedi4136 5 ปีที่แล้ว +1

    The video is easy to understand and follow. Great Job! :)

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  5 ปีที่แล้ว +1

      Thank you Ghulam :) Feel free to make video requests!

  • @neilsesl
    @neilsesl 3 ปีที่แล้ว

    Hey, how to create a report hierarchy wise?
    considering a Sales head wants to see only report of his/her Team leaders based on their subordinates numbers

  • @kadrishamdin
    @kadrishamdin 3 ปีที่แล้ว

    rate increase or decrese in invetory product, admin permission is required can possible in zoho books?

  • @ghulammohammedi4136
    @ghulammohammedi4136 5 ปีที่แล้ว

    Hello. Appreciate if you can share the video tool used for making this video. Have you used text to speech or is it the narrator's voice.

    • @ghulammohammedi4136
      @ghulammohammedi4136 5 ปีที่แล้ว

      @@ZohoCRMOfficial Thanks for the reply :) I would appreciate if you can let me know which software you are using for the voice modulation. Thanks :)

    • @ZohoCRMOfficial
      @ZohoCRMOfficial  4 ปีที่แล้ว

      Hey! We no longer use voice modulators. In fact this video was also voiced by our own employee. Sorry for the confusion.