Thanks Tyler Great info again. I have a number of pipelines for Deals. Some relate to building relationships with distribution points (so no revenue. Doing it here instead of Blueprint) and others relate to sales. I couldn't find a filter or a view that would allow me to choose a separate pipeline. Is it possible?
Hey Stephen, We answered your question in the latest episode of the CRM Zen Show! Click this link to jump right to the answer, th-cam.com/video/h-UEU-IJWXw/w-d-xo.html
While the functionalities of Zoho CRM and Recruit are similar, we are unable to lock the view to prevent user edits. If you come across a solution, please assist us.
Great video as always. Thank you, Tyler!
Glad you enjoyed it!
Really useful video, thanks Tyler
Thanks Tyler Great info again. I have a number of pipelines for Deals. Some relate to building relationships with distribution points (so no revenue. Doing it here instead of Blueprint) and others relate to sales. I couldn't find a filter or a view that would allow me to choose a separate pipeline. Is it possible?
Hey Stephen,
We answered your question in the latest episode of the CRM Zen Show! Click this link to jump right to the answer, th-cam.com/video/h-UEU-IJWXw/w-d-xo.html
While the functionalities of Zoho CRM and Recruit are similar, we are unable to lock the view to prevent user edits. If you come across a solution, please assist us.
Can we set privacy while exporting the data from ZOHO CRM? As in only one user can export the data and rest can't?
You can restrict permissions inside roles and settings so only certain roles have this ability.
Here is an older video we did covering the topic - th-cam.com/video/5FGU36G_QdA/w-d-xo.html