Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access to gain hands-on experience with this new version.

Navigating CRM's interface is easy, whether you're a new user or an experienced one.

The interface has two parts:

1. The sidebar is for navigation and quick access to configuration. The option chosen in the primary sidebar will determine what's shown in the secondary sidebar.
   For example, if you choose Modules in the primary sidebar, the secondary sidebar will list the different modules in that teamspace.
   
   
2. The main pane is for your work, with its content depending on your selection in the sidebar.
   So, if you choose the Deals module in the sidebar, your list of deals will be shown in the main pane.
   
   

Teamspace switcher

1. Click on the teamspace switcher located at the bottom of the sidebar.
   
2. Select 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.

Modules tab

Module tab actions

1. Click the Manage Modules icon ()inside the Modules tab.
   
   
2. You can move a module to a new folder, remove it, and rearrange it. You can also rename and delete a folder from here.
   
   
3. To add a module, click the Add Module () icon.
   
   
   
4. Select the necessary modules, and clicking Add Selected.
   
   
5. In the Choose Folder popup, select the folder where these modules need to be added and click Done. The selected modules will be added to the teamspace.
   
   

Note

1. The behavior of the + button is contextual.
   
1. When the sidebar is expanded and the module tab is selected, it lets you create a new module.
   
2. 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).
   
2. If you're in the Reports tab, you can create a new report using this.
   
3. If you're in the Analytics tab, clicking it will create a new dashboard.
   

Reports tab

Reports tab actions

Note
If the Reports tab is not visible, it is likely that your teamspace admin has disabled it for your teamspace.

Analytics tab

Analytics tab actions

Note
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.

Marketplace

Global search

Utility actions

1. Creating a new record (only for org modules)
   
2. Accessing your calendar
   
3. Using MailMagnet
   
4. Monitoring signals
   
5. 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

1. In both CRM Plus and Zoho One, the primary sidebar will be moved to the top. All options (including teamspace switcher) will be available here.
   
   
2. The secondary sidebar will be right next to the CRM Plus navigation bar/ Zoho One left menu. It can be collapsed to maximize your main pane.
   
3. You can switch between the old and new UI by clicking the user profile and selecting:
   

1. the Switch to Old/New UI option in CRM Plus
   
   
2. the Switch to Old/New CRM UI option in Zoho One