Managing Groups

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

    • Related Articles

    • Creating Groups

       Create Groups You can create different types of user groups and share the common records among groups. To create groups Go to Setup > Users & Control > Groups. In the Groups section, click Create New Group. In the New Group page, do the following: ...

    • Managing List Views

      A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...

    • Managing Document Folders

      Availability Profile Permission Required: Create and Delete Document Folder permissions in the user's profile. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can upload documents to these ...

    • Zoho CRM - Managing Workflow

      Chapter 25: Managing Workflow The workflow management allows you to automate your sales, marketing, support processes, in which the records, tasks are assigned or transferred from one user to another for action, according to a set of predefined ...

    • Managing List Views

      Chapter <>: Managing List Views List Views are useful for displaying customer specific data according to your business requirements. For example, you may be interested to follow-up the leads created during last one week or overdue tasks as of today. ...