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Friday, June 12, 2026

Zoho CRM - Record Sharing for Activities Modules

Zoho CRM is rolling out record sharing for Activities modules in phases. You can now share a Task, Meeting, or Call directly, and closed activities are included when a parent record and its related list are shared.

Zoho CRM - Record Sharing for Activities Modules
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Zoho CRM is rolling out record sharing for Activities modules in phases, so Tasks, Meetings, and Calls can be shared directly and closed activities are included when a parent record is shared.

  • You can now share a Task, Meeting, or Call directly from the record's more options menu, rather than only indirectly through a parent record such as a Lead or Contact.
  • When you share a parent record with its related list, all closed activities are now included, not just open ones, consistent with how closed deals already work.
  • This also applies to existing shared records, so closed activities under previously shared parent records are included automatically without re-sharing.
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