Transition Guide
Configuring Zoho CRM nextgen: a guide for admins
Nextgen CRM spreads configuration across three kinds of admin rather than concentrating it in one. This guide covers what to check before you begin, the order to build things in, and the permissions worth understanding before you grant them. Why ...
Zoho CRM UI Comparison
Zoho CRM's nextgen interface brings modules, and their configuration options into a single sidebar, freeing up screen space and cutting down the clicks it takes to reach the things used every day from the Setup menu. This article shows where ...
Transitioning to the Improved Zoho CRM for Everyone Interface
This improved version of Zoho CRM for Everyone is designed to give users a cleaner layout, better navigation, and quicker access to everyday actions. This upgrade focuses on creating more space on your screen, reducing clicks, and placing the most ...