How do I share the records in the Free Edition?

How do I share the records in the Free Edition?

In CRM, you can share data to other users by assigning the records to different users. You can do so by changing the Record Owner. Users will be the owner of the all the records that they are assigned. You can change the owner of the records by following the steps given below:

To change owner of records individually

  1. Click the [Module] Tab.
    Module refers to all the tabs like Leads, Clients, companies, etc.
  2. In the [Module] Home page, select the record.
  3. In the [Module] Details page, do one of the following:
    • Click the Change link next to the [Record] Owner details.
      In the pop-up window, select the owner from the list, and then click OK.
    • Click Edit. In the Edit [Record] page, change the owner, and then click Save.
Related Link
Change Record Owner in Bulk

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