Adding a Record Locking Configuration to Zoho CRM
If you need to lock records in your Zoho CRM because it has missing or incorrect data, then this video is for you. Alex Vaz with Cornerstone Solutions shows you how to setup a locking configuration without making a particular field mandatory.
00:00 Introduction
00:27 Locking Config in Leads Module
03:45 Testing the Lock and Updating the Lead
04:40 Conclusion
By restricting access, businesses can ensure that the information remains accurate and secure, reducing the risk of errors and enhancing overall trust in the CRM data. Ultimately, record locking enhances security, supports compliance, and fosters a more controlled and reliable data management environment within Zoho CRM.
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Adding a Record Locking Configuration to Zoho CRM
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