Team modules in Zoho CRM Android app
In Zoho CRM, a module is where you store and manage specific types of information. For example:
- The Leads module helps you track potential customers.
- The Contacts module stores customer information.
- The Deals module manages sales opportunities.
Each module contains records related to a particular process, and it's customizable based on your business needs.
Types of modules in Zoho CRM
Zoho CRM offers two types of modules:
1. Organization modules (org modules)
These are standard and custom modules available to the entire CRM organization. Examples include:
- Leads
- Contacts
- Accounts
- Deals
These are shared across all users via access permissions.
2. Team modules 
A team module in Zoho CRM is a user-managed module for tracking work that doesn't necessarily fit into the standard CRM modules like Leads, Deals, or Contacts.
Unlike regular CRM modules, which are controlled by CRM admins, team modules are fully managed by team module admins.
Note: Team module and user management are handled entirely on Zoho CRM's web version.
Who can use team modules?
Each team module comes with defined user roles:
|
Role
|
Actions they can perform
|
|
Admins
|
View, create, edit, and delete records, plus manage users.
|
|
Managers
|
View, create, edit, and delete all team records.
|
|
Members
|
View all records; create, edit, and delete their own records.
|
|
Participants
|
View, create, edit, and delete their own records.
|
|
Requesters
|
Create and track their requests via the My Requests tab without accessing the team module.
|
Why use team modules?
Team modules simplify internal processes by:
- Bringing teams' work and processes into CRM
- Enabling collaboration between internal users
- Allowing requesters (e.g., front desk or sales) to submit and track requests easily without needing full access to the module.
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Working with team modules in the Android app
In Zoho CRM's mobile app, team modules are accessible like any other module. If you've been added as a user by a team module admin, the relevant team module will be visible and accessible to you in the app.
To access a team module
- Open the Zoho CRM mobile app.
- Tap the More icon at the bottom of the screen.
- Select the team module from the list or folder.
Note:
- Make sure you've switched to the right teamspace to view the modules added to it.
- If the team module has been added to the navigation bar, you can access it directly from there.
- Team modules are denoted by the
icon .
Requests
Users added as Requesters in a team module (via the Zoho CRM web app) can submit requests to that team directly from the mobile app.
The My Requests tab is primarily used by teams that need help or action from another team.
For example, in the Zylker Cakes scenario, the front desk staff act as requesters; they submit requests to the kitchen team to start preparing cakes.
Requesters can track progress using the status field.
To create a request
- Tap the More icon.
- Tap on the My Requests icon.
- Choose the team module you want to submit a request in.
- Tap the Plus icon.
- Enter the required details.
- Tap the check mark to save.
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