Team modules in Zoho CRM for 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.
Scenario
Let's understand team modules using an example.
Zylker Cakes is an online cake shop that distributes cakes within a 20-kilometer radius and accepts orders by phone, WhatsApp, and their website. They use Zoho CRM's web and mobile apps to manage the entire process.
How Zylker Cakes handles orders
At Zylker Cakes, they use Zoho CRM to manage customer orders from start to finish. Each team plays a role in the process:
- The front desk enters orders into Zoho CRM.
- The kitchen team is notified about new orders through messages, calls, or verbal communication.
- The kitchen team maintains their own spreadsheets to track which cakes are in preparation, decoration, or ready stages.
- Once ready, the front desk is updated manually.
- The front desk then passes the order to the delivery team.
- The delivery team tracks tasks independently based on updates from the front desk team.
Challenges
- Teams communicate via calls or chats, which often causes delays.
- Kitchen and delivery teams track orders outside the CRM.
- The front desk team can't see real-time order statuses.
- Miscommunications and missed orders are common.
These challenges have made it clear that Zylker Cakes needs a better way to coordinate across teams, ensure timely updates, and keep everyone on the same page—which has led them to explore a more refined solution: Zoho CRM.
Solution
- Zylker created Kitchen and Delivery team modules to include non-CRM teams in the process.
- They add the front desk team as requesters in both modules so that they can assign confirmed orders as requests.
- They track progress through the Requesters tab in Zoho CRM.
Once the kitchen team marks an order as ready, the front desk team submits a request to the delivery team for pickup.
Here's a quick visual of how Zylker Cakes structures their order process:
Result
- Order hand-offs are clear and easy to track using requests.
- The front desk can see real-time updates on every order.
- Teams don't have to call or message for updates.
- Orders are completed faster, with everyone knowing their role.
- No important details are missed in the process.
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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