How to Mass reassign contacts?
The Mass Transfer tool is used to transfer multiple contacts, leads, activities and opportunities. Note : To transfer any records that you do not own, you must have the required user permissions as well as read sharing access on the records. From left navigator, click Contacts. Select multiple records you want to assign to other user. In order to select multiple records/contacts, you can use shift and click on the
Users must be assigned a permissions profile. Only active users have access to the CRM. Deactivated users do not count against your plan's user limit. User dashboard is available under Settings > Users and Permissions The User Dashboard allows to view : All users Active Users Inactive Users Unconfirmed User
How do I create a sharing rule?
From the Sharing Rules Dashboard, click on the NEW RULE button The Create Sharing Rule page appears Module - chooses the record type for this rule Shared From- this is the group whose records will be visible. Can be: group - all users in this group will share records role - all users in this role will share records roles and subordinates - all users in this role and their subordinates will
How can I make make records public (shared) between certain users, roles or groups? What are sharing rules?
Sharing Rules open up the privacy of records wherever an admin has set the Sharing Settings of a module to Private or Public Read Only. An example of how Sharing Rules works with Sharing Settings and Roles Let’s assume that the Lead records have been designated private by the admin on the Sharing Settings Dashboard. This means that no users of the CRM can access each other’s Lead records (unless excepted by roles).
How do I create new Roles?
Roles establish vertical record sharing, from subordinate all those in superior roles to the role. Therefore, any new role must be placed under (reports to) an existing role. From the Roles Dashboard, click on the ADD ROLE button The Create Role dialogue appears Role Name - mandatory (this usually is a position or title in your company) Description - this is optional Reports To - choose the role directly under
What are Roles?
Roles are created in the CRM for one sole purpose: when Sharing Settings make a record type Private, roles open up access of the records of those in inferior roles to those in superior roles. Roles are assigned to users via the user's profile page. The role a user holds will mean their superior position will allow them to view private records of any user who holds a role in
How do I create a custom profile?
You may find that you’ll need for certain CRM users to have limited or custom access. Since there are so many permissions that make up a profile, the best (and the only way) to create a new profile is to clone an existing profile. modify the new profile’s permissions 1. CLONE AN EXISTING PROFILE VIA THE ADD PROFILE PAGE Sign in Click on your name at the top of
How do I create a user? How do I assign permissions to a user?
User records contain personal pertinent information to the user, but users gain their permissions via their assigned profile. This is convenient because many users can be assigned the same profile. It’s most likely that you’ll have much more users than individual profiles. If you don’t want to use the default roles and profiles, you should have your role hierarchy and necessary profiles created before you create any users. CREATING A
How do I make all records public or private between all users? What are Sharing Settings used for?
Sharing Settings establish the baseline privacy of records for all users of the CRM. Sharing settings are module specific, with each module having three options: Private - CRM users can only view and edit records in which they are named as owner Public Read Only- CRM users can view all records regardless of ownership, but can only edit their own records Public Read/Write/Delete - all records of the module are viewable
What are profiles?
Profiles are assigned to users and govern their permissions to view, create, edit and delete certain type of modules. They are the basic clearances for your users and determine what they can and can’t do. Out of the box, there are two profiles, but your admin may have created custom profiles. Admin Profile Every permission is given to access any module, including creating users, modifying permissions settings. Only assign this