How do I mention users, groups and roles in my status update?

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• Whom can I mention in my status updates, feeds and comments?

  You can mention users, roles and groups in your status updates, feeds and comments.

• Create and Manage 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 ...

• Roles

  Manage data access permissions among users in CRM by assigning roles Help guide Managing Roles

• Where can I mention users across Zoho CRM?

  You can mention fellow users in the following places: Status updates Feeds Comments Notes section in a Record's Details page.

• 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 ...