1. The Leads module helps you track potential customers.
   
2. The Contacts module stores customer information.
   
3. The Deals module manages sales opportunities.
   

Types of modules in Zoho CRM 

1. Organization Modules (Org Modules) 

1. Leads
   
2. Contacts
   
3. Accounts
   
4. Deals
   

 2. Team Modules  

Note: Team module and user management are handled entirely on the CRM web.

Who can use Team Modules? 

Why use a Team Module? 

1. Bringing teams' work and processes into CRM
   
2. Enabling collaboration between internal users
   
3. Allowing requesters (e.g., front desk or sales) to submit and track requests easily without needing full access to the module.  
   
   

Scenario 

How Zylker Cakes handled orders 

1. The front desk entered orders into the CRM.
   
2. The kitchen team was notified about new orders through messages, calls, or in person.
   
3. The kitchen team maintained their own spreadsheets to track which cakes were in preparation, decoration, or ready.
   
4. Once ready, the front desk was updated manually.
   
5. The front desk then passed the order to the delivery team
   
6. The delivery team tracked tasks independently, based on front desk updates.
   
   

Challenges 

1. Teams communicated via calls or chats, often causing delays.
   
2. Kitchen and delivery tracked orders outside the CRM.
   
3. Front desk couldn’t see real-time order status.
   
4. Miscommunication and missed orders were common. 

Solution 

1. Zylker created team modules for Kitchen and Delivery to include non-CRM teams in the process.
   
2. The Front Desk was added as a requester in both modules and could assign confirmed orders as requests.
   
3. They tracked progress through the Requester tab in the CRM.
   

Result

1. Order hand-offs were clear and easy to track using requests.
   
2. The front desk could see real-time updates on every order.
   
3. Teams didn’t have to call or message for updates.
   
4. Orders were completed faster with everyone knowing their role.
   
5. No important details were missed in the process.
   
   

Working with Team Modules in iOS app   

To access Team Module 

1. Open the Zoho CRM mobile app.
   
2. Tap the More icon at the bottom of the screen.
   
3. Select the Team Module from the list or folder.
   

 

Note:

1. Make sure you've switched to the right Teamspace to view the modules added to it.
   
2. If the Team Module has been added to the navigation bar, you can access it directly from there.
   
3. Team modules are denoted by  .
   

My Requests 

 

To create a request 

1. Tap the More icon.
   
2. Tap on the My Requests icon.
   
3. Choose the Team Module you want to raise a request in.
   
4. Tap the Plus icon.
   
5. Enter the required details.
   
6. Tap the check-mark to save.