CRM | Manage Data Sharing | Knowledge Base

Manage Data Sharing
Sharing Records
Cloudtool Technologies Pvt Ltd Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some ...
Setting up Data Sharing Rules
Cloudtool Technologies Pvt Ltd By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users ...

Manage Data Sharing