Navigating the Zoho CRM interface
CRM for Everyone is in the Restricted Early Access mode and is available only to a select set of users upon request. Please refrain from posting about this publicly.
Navigating CRM's interface is easy, whether you're a new user or an experienced one. The interface has two parts:
- The sidebar is for navigation and quick access to configuration.
- The main pane is for your work, with its content depending on your selection in the sidebar.
The sidebar is filled with options that let you:
- Navigate to different modules in your teamspace
- Switch to a different teamspace
- Search for records
- Access your calendar and emails
- Check for signals, and so on.
To maximize your main panel, you can collapse your sidebar by clicking the collapse icon (
). Whenever needed, you can expand it by clicking the expand icon (
).
Let's look at these different options one by one:
Teamspace switcher
Teamspaces can be created for each team within the CRM, whether it be for specific business functions or cross-functional teams. You can switch from one teamspace to another if you are a member of multiple teamspaces. To do so, you can:
- Click on the teamspace switcher located at the top of the sidebar.
- Selecting the teamspace you want to switch to.
Teamspace switcher actions
As a teamspace admin or the CRM admin, you have the ability to start creating a new teamspace, make changes to existing ones, and manage teamspaces in the teamspace switcher.
To learn more about teamspaces, see Teamspaces.
To learn more about teamspaces, see Teamspaces.
Modules tab
Teams work and store data within the CRM in modules. The modules tab displays the folders and modules within a teamspace, allowing users to collapse or expand folders and choose the necessary module. There are two types of modules in CRM: Organization modules and team modules.
Module tab actions
Teamspace admins and CRM admins can add, remove, and rearrange the modules in a teamspace within the sidebar itself.
To do this, they can:
- Click the settings icon (
)inside the Modules tab.
- They can add modules by clicking the Add Module (
) icon, selecting the necessary modules, and clicking Add Selected.
- In the Choose Folder popup, select the folder where these modules need to be added and click Done.
- They can move the module to a new folder, remove it, and rearrange it as well.
You can even create modules by clicking the handy + icon in this tab.
If you want to configure something for a module, you can simply click the (...) icon against it and select the configuration to get started!
To learn more about organization modules, see: Organization modules.
To learn more about team modules, see: Working with Team modules.
To learn more about team modules, see: Working with Team modules.
Note
- The behavior of the + button is contextual.
- When the sidebar is expanded and the module tab is selected, it lets you create a new module.
- When the sidebar is collapsed, the + icon will let you create a new module, new report, or a new dashboard (if you've enabled these in that teamspace).
- If you're in the Reports tab, you can create a new report using this.
- If you're in the Analytics tab, clicking it will create a new dashboard.
Reports tab
Reports are a useful tool for combining relevant data towards specific goals, such as a monthly report for new leads. The reports tab displays all the reports accessible to you. After selecting this tab, the sidebar will show all the folders that the reports have been organized in.
Reports tab actions
In addition to navigating to reports, you can use the sidebar to share, hide, rename, and rearrange report folders.
As mentioned in a note in the previous section, the + button can be clicked to create a new report.
To learn more about reports, see Reports.
NoteIf the Reports tab is not visible, it is likely that your teamspace admin has disabled it for your teamspace.
Analytics tab
Zoho CRM's analytics tab offers a condensed overview of data in the form of dashboards, allowing for real-time analysis of sales stages and business operations. Users can create and share dashboards with all or select users.
Analytics tab actions
Once this tab is selected, the sidebar will show all the dashboards, and you can filter them by folder and favorite the most frequently used ones.
The + button can be clicked to create a new dashboard.
To learn more about analytics in CRM, see Analytics.
Note
If the Analytics tab is not visible, it is likely that your teamspace admin has disabled it for your teamspace.
If the Analytics tab is not visible, it is likely that your teamspace admin has disabled it for your teamspace.
My Requests tab
The My Requests Tab serves as a central hub for creating and tracking all your requests to other teams within the CRM. The sidebar will list all the team modules for which you've been added as a requester. Simply select the team module and click the + button to start creating a new request.
To learn more about team modules and the requester role, see Working with Team modules.
Marketplace
Though we'd like you to bring as much work as possible into the CRM, it is unrealistic to expect the CRM to be an island unto itself. Effortlessly integrate with Zoho and third party products and services through the Marketplace tab.
Global search
This option allows you to search for records in all modules of the CRM, including across multiple Zoho products if you are using them.
Utility actions
The utility options in the bottom part of the sidebar are useful for various tasks like:
- Creating a new record (only for org modules)
- Accessing your calendar
- Using MailMagnet
- Monitoring signals
- Navigating to setup. Once clicked, the different configurations can be selected from the left pane.
Profile actions
You have the option to click on the profile icon and carry out various actions associated with your Zoho CRM account.
Switch to another CRM org
If you are a member of multiple CRM organizations, you can switch between them.
Manage your CRM subscription
You
have the ability to view the edition your organization is currently in.
If you are the superadmin, you can control your subscription by
selecting the Manage button.Change the theme of the interface
Personalize the CRM with our beautiful themes.
Additionally, you can access support resources and view CRM-related news.
You can also go to your Zoho account or sign out from the CRM.
To learn about CRM for everyone in general, see: Scope of CRM for everyone.
For learning more about working with team modules, see: Working with team modules.
For instructions on creating, editing, or deleting team modules, see: Configuring team modules.
To setup teamspaces, see: Teamspaces.
For learning more about working with team modules, see: Working with team modules.
For instructions on creating, editing, or deleting team modules, see: Configuring team modules.
To setup teamspaces, see: Teamspaces.
To learn about chart view and for a 360 degree view of customer interactions, see: Chart View and Interactions tab respectively.
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