Is it possible to set up data sharing rules based on certain conditions in the fields within a module? I would like to set up a condition based on the country field and apply certain sharing rules when the country is Canada, for instance. Is this possible?
You can apply Territory Management to the Accounts, Contacts and Deals modules and set up these dynamic data sharing rules.
Related Articles
Setting up Data Sharing Rules
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 belonging to other roles and groups. ...
Sharing Records
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 it is sharing data with peers ...
Working with Validation Rules
One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
How do I add common Terms and Conditions for the Inventory records?
Some orgs use common set of guidelines and terms of service for every service or product they sell. It will be logical to set a common value in the Terms and Conditions field that applies across the organization. To set common value for the terms and ...
FAQs on Workflow Rules
1. What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger associated action types to give ...