Some modules (i.e. Deals) are not accessible
It can be that modules are not enabled - You can navigate to the menu Setup (the tools in the top right corner) -> under Customisation select Fields and Modules -> Select Organise Modules -> look up the module that is not accessible and ensure the tick box to the left of it is ticked.
Related Articles
Welcome to Zoho Mail: Your Transition Manual
This manual is your friendly guide to getting the most out out of Zoho Mail after migrating from other mail providers, such as Office 365 Outlook or Google GMail. Zoho Mail is designed to provide a secure, ad-free, and highly customisable email ...
Accessing Zoho Mail from a different client (i.e. Outlook, iMail, CRM)
Aurelian Group cannot support third-party clients or protocols (such as Active Sync) - we recommend using the Zoho Mail browser access, Zoho Mail Desktop Lite, or Zoho Trident for the best and most secure desktop experience, or Zoho Mail for iOS/Zoho ...
What is Zoho Connect, and how do we make use of it?
What is Connect? Zoho Connect is a comprehensive team collaboration platform and enterprise social network. Serving as a modern, digital intranet, it unifies your people, internal resources, and daily applications into a single, cohesive environment. ...
Configuring an Appraisal Cycle in People
To run an end-to-end appraisal cycle, you must first configure the core performance evaluation modules (KRAs, Goals, Competencies, and Skill Sets) and map them to your employees. Once the foundational data is set, you can define an appraisal template ...
We are a small business and need all data is shared with all users in CRM
In most cases, CRM is set up with a strict data sharing policy - all records are private to the owner and the people above in the hierarchy. However, in small businesses, it is much more common to have all data shared across the system, as there is ...