What is Teamspace    

Teamspace  permissions

Teamspace admin

Users

Note:

1.  To access Teamspace on the mobile app, make sure it is first created in the web app.  
   
2.  "CRM Teamspace" is your default teamspace and shows all the modules to which you have access. 
   

Teamspace structure 

Folders

All the related modules can be neatly organized inside a folder for easy access.

For instance, the Pipeline Folder can have modules like Deals, Quotes, Invoices, and Payments, enabling efficient management of sales opportunities.

Modules

Accessing Teamspace in mobile 

To access Teamspace

1. Open the Zoho CRM app.
   
2. Tap on the More icon.
   
3. Tap the dropdown next to the Teamspace icon.
   
4. Select the Teamspace you want to switch to.
   

 Alternate Method: 

1. Open the Zoho CRM app.
   
2. Long press the More icon () and select your Teamspace.
   

Note: Double-tapping the More icon allows you to switch back and forth between the current Teamspace and the previously accessed Teamspace.

Accessing modules and folders in Teamspace 

To access a modules  

1. Open the Zoho CRM app.
   
2. Tap the More icon.
   
3. 
4. Select the desired module to work on it.
   
5. To access modules within a folder, tap the Dropdown arrow () next to the folder and select the module you need to access.
   

To access a module inside a folder: 

1. Open the Zoho CRM app.
   
2. Tap the More icon.
   
3. Tap the dropdown arrow next to the folder.
   
4. Select the module you need.