How to maintain clean & accurate customer information in Zoho CRM

How to maintain clean & accurate customer information in Zoho CRM

Use Roles for Security With data pouring in from several sources and multiple users accessing it, maintaining a clean CRM database is not that easy. One best practice is to restrict access to data in your CRM account. Define Roles that will help you control the access rights of users while working with CRM data. That way, users will modify only those records that are relevant to them.

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