Zoho Feature Updates: Multi-Ownership of a Record

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Zoho Feature Updates: Multi-Ownership of a Record

Allowing Multiple Owners for a Record in Zoho

Zoho has released the ability to have more than one owner of a record (up to three) within the CRM. The added users will be considered “co-owners”. The co-owners will have the ability to view and edit the related list of records, based on their roles within the organization.

What does this mean for you?

If your company has accounts with more than one manager, or if you have multiple sales people assigned to one lead, then this update will be beneficial. It allows for multiple people to access and edit the same records without changing their company roles.

If you would like more information on Zoho’s new feature updates, visit the Catalyst Group Blog. Or, schedule a consultation here.

About the Author:

David has been working at Catalyst Connect since September 2017. He graduated from University of Arizona in 2016 with a degree in Business Management. David loves golf, football, and petting dogs. Bear Down!

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