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Group Tabs
The different departments in your organization may use different modules (tabs) in CRM. Tab groups let you organize the tabs available in your CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab ...
Assign Group
Assign Users to Group After creating a new group, you can associate members with the group. As mentioned above, group members can be users, roles, roles & subordinates or other groups. After assigning group members you can share the CRM data among ...
Online Group Chat (Chat Rooms)
Team Collaborations provides real-time collaboration through built-in chat rooms which allows everyone to quickly come together to discuss important topics and make decision faster. You can create chat topics, invite participants, discuss and above ...
Can I assign activities to a group of users?
No. Currently, you cannot assign a task/event to group of users.
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...