Can I assign multiple roles to a single user?
No, you cannot assign multiple roles to a single user. A role defines the position of a user within the organization in CRM. Roles in CRM replicate the hierarchy in your organization to allow access to the data in your account. In real life, a Sales Manager cannot also be a Sales Rep. Similarly, in CRM the user can have only one role assigned to them at a time.
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Roles
Manage data access permissions among users in CRM by assigning roles Help guide Managing Roles
Managing Roles
In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...
Can I create multiple sandbox accounts using multi-org feature?
Yes, a CRM user can create up to 10 sandbox accounts and be a Super Admin in up to five accounts. Any CRM user who has the permission to create sandbox can create upto 5 accounts. Read more about creating multiple CRM accounts. Refer to this page to ...
How to automatically assign Leads to different users?
You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...
When should I use multiple sales pipelines?
If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...