How to set up Territories, Roles and Data Sharing rules in Zoho CRM

If your goal is to secure your customer’s data and enable efficient teamwork, you need to set up territories, roles and data sharing rules in Zoho CRM for proper data access. In this guide, we will discuss them and provide a step-by-step guide to set up these things easily. What are Territories in Zoho CRM? […]

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