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All Tutorials /
How to create a role hierarchy in Zoho CRM

How to create a role hierarchy in Zoho CRM

Updated on:

Here’s how to create a role hierarchy in Zoho CRM:

  • Open Setup.
  • Under Security Control, select Roles and Sharing.
  • Click New Role.
  • Enter the required details and click Save.
  • The role is created successfully.

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