What if the layout is changed for a record assigned to a sales rep? Can the user continue to access it even though he/she does not have access to the new layout?
Yes. The owner of a record can continue to access and edit a record even if the layout of the record has been changed.
Related Articles
How is a page layout different from using multiple sales pipelines?
Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...
Multiple Sales Pipeline
What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
Customizing the User Layout
Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user ...
Remote Sales Office
When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...
Sales process: Lead engagement
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features In the Lead Generation use case, we saw the marketing strategies used by Orange Interiorz to generate leads and ...