Teamspace in Zoho CRM iOS app
In any business, different teams within an organization operate with unique processes and procedures. Each team requires specific modules within a CRM to manage their tasks efficiently.
For example, a Sales team might need modules like Leads, Contacts, and Deals, while a Marketing team might need modules like Campaigns, Cases, and Analytics.
The modules that are essential for one team might be irrelevant or even cluttering for another.
What is Teamspace
Teamspace is a dedicated workspace within Zoho CRM for each team, organizing only the modules relevant to their specific needs. It ensures that each team operates organized, maintaining order, and preventing the chaos that can arise when multiple teams use the same CRM system.
Teamspace permissions
In Teamspace, there are two types of permissions: Admin and Users.
Teamspace admin
The Teamspace admin is responsible for managing user access, customizing modules, and folders.
For example, in a Sales Teamspace, the sales manager can act as the admin.
Users
Users are the members who actively work within the Teamspace.
For example, in a Sales Teamspace, this can include all members of the sales team, such as account executives, sales representatives, and analysts.
Note:
- To access Teamspace on the mobile app, make sure it is first created in the web app.
- "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.
For instance, the Pipeline Folder can have modules like Deals, Quotes, Invoices, and Payments, enabling efficient management of sales opportunities.
Modules
Essential modules such as Sales Orders, Purchase Orders, and Customer Management can be integrated into this Sales Teamspace.
Accessing Teamspace in mobile
Once created in the Zoho CRM web, Teamspace can be accessed by any users who are added to it.
To access Teamspace in mobile
- Open the Zoho CRM app.
- Tap on the More icon (
).
- Tap the dropdown next to the Teamspace icon.
- Select the Teamspace you want to switch to.
Alternate Method:
- Open the Zoho CRM app.
- Long press the More icon (
) and select your Teamspace.
Note: Double-tapping the More icon lets you switch back and forth between the current Teamspace and the previously accessed Teamspace.
Accessing modules and folders in Teamspace
Within a Teamspace, users can access all relevant modules added by the admin.
Folders are used to organize related modules, making it easier for users to navigate and reduce clutter.
To access a module:
- Open the Zoho CRM app.
- Tap the More icon (
).
- Select the module you want to work on.
To access a module inside a folder:
- Open the Zoho CRM app.
- Tap the More icon (
).
- Tap the dropdown arrow next to the folder.
- Select the module you need.
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