CRM Help

Managing Groups

In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records.

Availability

Profile Permission Required: Users with the Manage Groups permission in profile can access this feature.

Key Features

  • Group contains users, roles, roles & subordinates, and sub groups.
  • You cannot assign records directly to the groups.
  • Records can be shared with groups by setting up data sharing rules.
  • Users, roles, roles & subordinates can represent multiple groups.

Group Members

You can manage groups with the following combinations:

  • Users: Only users.
  • Roles: All users associated with the Roles can become members of the groups.
  • Roles & Subordinates: All users associated with the roles and subordinate roles can become members of the groups.
  • Sub-groups: All users belonging to a particular group can become members of the new group.

Sample Groups

Zoho CRM - Sample Groups

In Zoho CRM - Groups module, you can perform the following operations:

  • Create Groups
  • Assign users to groups
  • Edit groups
  • View groups
  • Delete groups
  • Share records with groups

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