Configuring Team Module

Configuring Team Module

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.

Available in
Standard, Professional, Enterprise, Ultimate, CRM Plus, and Zoho One

Edition limits
Standard

10 team modules with a maximum of 25 custom fields per team module.
1 lookup field and 1 file upload field will be available per module.

Professional
20 team modules with a maximum of 50 custom fields per team module.

Enterprise and Zoho One
25 modules (default) + (2 modules x number of user licenses)
A maximum of 300 custom fields can be added per module (org or team).
A maximum of 200 modules (custom and team modules combined) can be created.

Ultimate, CRM Plus, and Zoho One (with Ultimate Edition add-on)
50 modules (default) + (5 modules x number of user licenses)
A maximum of 500 custom fields can be added per module (org or team).
A maximum of 500 modules (custom and team modules combined) can be created.

Other limits
You can add a maximum of 2000 users to a team module.
A team module can have a maximum of 5 team module admins.

Profile permissions related to this feature
The Create Team Module permission will allow users to create team modules in any teamspace that they're a part of.
Once created, actions related to a team module will depend on the team module profile that user has been added to.

What is a module in Zoho CRM?

Modules in a CRM are where you get your work done. Each module is tailored to handle specific aspects of your organization's work. For example, you can work with prospects efficiently using the Leads module, track and close deals via the Deals module, manage interactions with all your customers using the Contacts and Accounts modules, and so on.

There are two kinds of modules in Zoho CRM: organization modules and team modules. Organization modules help store customer data and the tasks carried out by the sales team. Examples include Leads, Contacts, Accounts, Deals, and more.

What is a Team Module?

A team module is a user-controlled module in CRM, separate from the organization modules managed by CRM admins. These team modules can be shared among team members (for tracking a team's deliverables, for example) or kept private for individual work within the organization. They can be linked to other team modules and to the organization modules controlled by CRM admins. This can all be done independently by teams without needing the CRM admins to be involved.

Team modules help customer-facing teams manage their work and collaborate with their teammates easily within the CRM. Each team can bring its processes and execute them within the CRM using team modules. Each team can create team modules for particular tasks and associate them with organization modules like Contacts, Accounts, and Deals for the latest context.

Watch this recorded video on configuring a Team Module:


Examples include case studies monitored by the marketing team, onboarding sessions overseen by the customer success team, and contracts created by the legal team.

To get an idea of what working with team modules will be like, please see: Working with team modules.

Users in a Team Module

Access to the organization modules is controlled by the CRM admin through profile permissions, while access to team modules is overseen by the team module admin who assigns CRM users to different pre-defined profiles.  Let's look at these predefined profiles in team modules:
  1. Admins have full control over the team module, including fields, permissions, configurations, and records.
  2. Managers have complete visibility and control over its records.
  3. Members and Participants have different levels of access to records, with members able to view all records and participants only able to view their own. Both will be able to create, edit, and delete their own records.
  4. Requesters can create and track records using the My Requests Tab without direct access to the team module.
Team module admins can customize permissions for fields and actions on a per-profile basis.

Prerequisite

Org admins need to enable the Create Team Module permission for a profile. This is available under Admin Level Permissions. Once it's been enabled, every user with that profile can create team modules in any teamspace that they're a part of.

To create a Team Module

  1. Click the Modules tab in the sidebar.
  2. Click the + button.

  3. If you also have permission to create org modules, a Create Module popup will appear. Select Team Modules and click Next.

  4. In the Select Template popup, do one of the following:
    1. Hover over a pre-built template and click Use this template
    2. Hover over the Build from scratch option and click Create.

  5. In the Create Module popup, you can enter the module name (singular and plural).

  6. Click Change Template if you would like to switch templates.

  7. Click Add New Field to add fields.

  8. Hover over a field and click the settings icon to set the field's properties, access permissions, or to delete it.

  9. Select the folder within the teamspace where this team module should be placed.

  10. Click Create.


    You'll see your newly created team module in the folder you'd selected.

    Create a new record or import records from your previous tool to bring your work into the CRM!

The team module builder is created to assist in quickly constructing team modules. To include advanced options like subforms and sections in a team module, hover over the team module in the sidebar, click the More icon, and choose + Fields.

These modifications can also be made by going to Setup > Customization > Modules and Fields.
You can also create team modules by going to Setup > Customization > Modules and Fields, then selecting Create New Module. When you click Save, you can choose the teamspace where you want to add this team module.

To manage actions and field access for different team module profiles

  1. Click the modules tab in the primary sidebar.
  2. Hover over the team module in the secondary sidebar and click the More icon.
  3. Select Manage Profiles.

  4. In the Manage Profiles popup, manage the actions available to a profile by checking and unchecking the different options.

  5. Select the Fields tab and set the access permissions for all the team module's fields (including those in subforms).

  6. Click Save if you want to make further changes. Otherwise, click Save and Close.

Notes and Attachments are vital parts of any record in a team module. Actions related to these are turned off by default for all team module profiles. You can enable them using Manage Profiles > Actions tab.


To add users to a Team Module

  1. Click the modules tab in the sidebar.
  2. Hover over the team module in the sidebar and click the more icon.
  3. Select Manage User Access.

  4. In the popup that appears, click Add User.

  5. Select the one or more users.

  6. Select the Access Type for those users and click Add.

  7. You'll see the selected users added to the profile you'd chosen.

  8. Repeat this process for other users. Close the popup by clicking x once you are done.

Note
  1. You can remove a user or change their profile in the same Manage User Access popup by hovering over a user and clicking the delete icon or assign icon.

  2. You can select multiple users to assign new profiles or remove them in bulk.

  3. Adding users to the Requestor profile allows them to raise requests via the My Requests tab.
    To see this in action, see: Working with team modules.
  1. Click the modules tab in the primary sidebar.
  2. Hover over the team module in the secondary sidebar and click the more (...) icon.
  3. Select the required configuration and start making the changes.

Note
The following configurations are available in team modules:
  1. Assignment rules to assign work to your team based on predefined rules
  2. Workflow rules to automate actions based on triggers
  3. Blueprint to streamline processes and ensure compliance
  4. Approval process to get work approved as per your team's preference
  5. Canvas pages to modify the look and feel of the list view and record detail pages
  6. Wizards to simplify data entry
  7. Layout rules and Validation rules to improve data quality
  8. Webforms to bring in data from outside the CRM
  9. Links to bring external content into your CRM
  10. Buttons to take actions quickly
  11. Templates to improve productivity
  12. Widgets to add capabilities
  13. Custom functions to meet niche requirements
  14. Sandbox to test your team module before deploying it
  15. Reports and Dashboards to track data related to your team module
Bulk record operations possible with Team modules
  1. Individual emails
  2. Mass email
  3. Creating list views
  4. Adding tasks
  5. Adding tags
  6. Performing bulk operations: Mass update, Mail Merge, Change Owner, Delete.
  7. Autoresponders
  8. Record Approval
  9. Export list view
  10. Zoho Sheet View
For learning more about automation in team modules, see: Automation in team modules.

To deactivate a Team Module

  1. Click Setup in the primary sidebar.
  2. Navigate to Customization > Modules and Fields in the secondary sidebar.
  3. In the Modules tab, toggle the status of the required team module to disabled.

To delete a Team Module

  1. Click Setup in the primary sidebar.
  2. Navigate to Customization > Modules and Fields in the secondary sidebar.
  3. In the Modules tab, hover over the team module you want to delete and click more (...).
  4. Click Delete.

  5. In the popup that appears, click Yes, Delete Now.

To manage Team Modules as the Org Admin or the Team Module Admin

  1. Click Setup in the primary sidebar.
  2. Navigate to Customization > Modules and Fields in the secondary sidebar.

  3. You will see all the modules for which you are the admin. You can make changes to them as you see fit.

Limitations

Operations not possible with Team modules
  1. Review process
  2. Escalation rules 

See also
For frequently asked questions about team modules, see: FAQs.
To see how team modules help solve an issue, see: Working with team modules.
For learning more about automation in team modules, see: Automation in team modules.
To learn about CRM for everyone in general, see: Scope of CRM for everyone.
To learn about the various options available in the re-made user interface, see: Navigating the Zoho CRM interface.
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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