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Creating Profiles
Profiles in Zoho CRM help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions for ...
Social Profiles
Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
Why am I unable to create roles and profiles?
You can create roles and profiles only if: You have subscribed to the Professional, Enterprise or Ultimate Editions (not available in the Free edition). You have more than one user in your Zoho CRM account - You need to add more users in your account ...
What will be the roles and profiles of the users that I import?
By default, the users that you import will have the following role and profile: Role - Manager Profile - Standard After importing, you can change the roles and profiles from the Users page. For changing the user settings, see Managing Users.
Are the picklist field values specific to profiles?
The picklist field values accessible to a user depend on the layout permission for the user. For example, if a module has 3 layouts with 5 different values each for a picklist field and a user has access only to two layouts, he/she will have access ...