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.

Why is there a need of CRM for Everyone?

1. Encouraging Cross-Team Collaboration: CRM systems often serve specific segments of a business e.g; sales, leading to at times isolated data and a fragmented understanding of customer interactions. The existence of communication barriers within an organization can significantly hinder the efficiency and effectiveness of customer service. By ensuring all teams are on the same CRM platform, CRM for Everyone facilitates open communication and the free exchange of information, thereby enhancing collaboration and enabling a more cohesive strategy for customer engagement and retention.
   
2. Decentralizing CRM Administration: Centralized administration of CRM systems at times can create bottlenecks and delay the implementation of necessary changes or updates. By decentralizing CRM administration, CRM for Everyone allows for more agile management practices, where adjustments can be made swiftly and efficiently without compromising privacy or data security. This flexibility is vital for escalating the business needs and collaborations among the teams.
   
3. Improving Adoption Rates: A common challenge with CRM systems is the difficulty in achieving high adoption rates among users, often due to complex interfaces or lack of relevance to certain teams. CRM for Everyone seeks to overcome this by providing an intuitive user interface and visual delights that make the system more engaging and easier to use. This user-friendly approach encourages widespread adoption across the organization, ensuring that everyone benefits from the system's capabilities.
   
4. Enhanced Workspace Management: The system provides efficient workspace management capabilities, meeting the requirement for organized handling of customer information and interactions. This functionality enables various teams to be part of Zoho CRM within the Team space, where they can develop custom modules, business workflows, and processes to maintain a systematic approach to customer relationship management. This ensures that data is easily accessible, structured, and actionable.
   
5. Refreshing and Intuitive User Experience: The emphasis on a refreshing and intuitive user interface, combined with visual delights, is designed to make the CRM system more approachable and easy to use for users. This focus on user experience is essential for encouraging sustained engagement with the system and ensuring that all features and tools are fully utilized.
   

How many types of modules are available in Zoho CRM? 

1. Organization Module (Available Organization-wide)
   
2. Team Module (Specific to a Teamspace)

1. Organization modules are those that can be accessed by all users in the organization. These Organization Modules can be divided into two categories:
   
1. Standard Module: All the system-defined modules which pre-exists in your CRM system and can be used org vide e.g; Leads, Contacts, Accounts, Deals, etc; are called standard modules. These are typically available organization-wide unless under specific exceptions. 
   
2. Custom module: These modules are created by the organization's administrator to meet specific organizational needs, accessible to all profiles based on the permissions granted by the admin. Ex: Trips, Courses, Insurance policies etc. These are also typically available organization-wide unless under specific exceptions. 
   
   
2. Team Module: Unlike organization-wide modules, team modules are designed for specific Teamspaces and are not universally accessible. You cannot make them available for all. These are essentially custom modules but are tailored for individual teams or departments within the CRM. Team modules enable teams to manage their specific workflows and foster collaboration within their Teamspace. Users can create and customize their Team modules with the appropriate permissions, making them unique to their teamspace. There is currently no default organization setup for team modules. Any team module you create is a custom module only.
   

Points to keep in mind:  

1. Org admins have the ability to regulate access to and oversee essential CRM data stored in organization modules. These modules are crucial for the entire organization and can be found in various teamspaces, with team module admins unable to make changes to them.
   
2. Non-admin users can create and oversee team modules that are beneficial either to themselves or their team. These modules can be utilized for monitoring various aspects, such as an individual's tasks or the team's expected deliverables. They are exclusive to one teamspace and cannot be accessed in other teamspaces.
   

What is a Team module and why is there a need for it?

How Can I create a Team module in my CRM account?

1. Click the modules tab in the primary sidebar.
   
2. Click the + button.
   
3. In case 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, either:
   
1. Hover over a pre-built template and click Use this template or
   
2. Hover over the Build from scratch option and click Create.
   
5. In the Create Module popup, you can:
   
1. Enter the module name (singular and plural).
   
2. Change the template if you wish.
   
3. Click Add New Field to add fields.
   
4. Hover over a field and click the settings icon to set the field's properties, access permissions, or to delete it.
   
5. Select the folder within the teamspace where this team module should be placed.
   
6. Click Create.
   

How is team module related to teamspace?  

Are team modules specific to a particular team space? 

Can a team module be added to multiple teamspaces?

How do I link a team module associated with one teamspace to another teamspace?

How many team modules can be added to a teamspace?

1. Zoho CRM Enterprise edition:
   25 modules (default) + (2 modules x number of user licenses)
   A maximum of 200 modules (custom and team modules combined) can be created.
   
   
2. Zoho CRM Ultimate edition:
   50 modules (default) + (5 modules x number of user licenses)
   A maximum of 500 modules (custom and team modules combined) can be created.

Who can create the team modules in Zoho CRM?

How can I establish a relationship between two team modules?

Note: Team modules can have lookup fields linking them to organization modules and other team modules, but organization modules cannot have lookup fields linking them to team modules.

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How many profile types are there for 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 roles.

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.

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What Configurations are possible in the teams module? 

In the first cut, you, the team module admin, can perform the following configurations:

1. Canvas pages to modify the look and feel of the list view and record detail pages
   
2. Wizards to simplify data entry
   
3. Layout rules and Validation rules to improve data quality
   
4. Webforms to bring in data from outside the CRM
   
5. Links to bring external content into your CRM
   
6. Buttons to take actions quickly
   
7. Templates to improve productivity
   
8. Widgets to add capabilities
   
9. Custom functions to meet niche requirements
   
10. Sandbox to test your team module before deploying it
    
11. Reports and Dashboards to track data related to your team module
    

Who is eligible to be assigned as an admin, a member, or a requester within a team module?  

Can a user in a teamspace automatically have access to all modules in the teamspace? 

What is this Folder option when setting up a team module? 

Folders serve the purpose of organizing modules when additional structure is needed. For instance, in a Marketing team's space, various folders can be created to group related team or custom modules based on specific needs. You could have a folder for "Customer Testimonials," another for "Campaigns," and yet another for "Product Launches." Each folder acts like a dedicated section, housing all the modules relevant to that particular aspect of the team's work, much like how a physical office might have different file cabinets for separate projects or functions.

Note: When setting up a team module, if no specific folder has been created within your teamspace, the default folder assigned will be labeled "Root."

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Can I import data into my team module? 

Is it possible to personalize a list pages in a team module using Canvas?

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. Click on Canvas.
   
4. Module will be auto selected in the Create your own Customized List page, Select the Type from Custom List, Tile or Table.
   
5. Click Create.

See Also >> Customizing Module View Using the all-new Canvas design suite   

How can I add subforms in my team module?

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 + Fields.
   
4. Drag and drop subforms on the Create [team module] layout page.
   
5. You can customize the subforms by adding fields and adjusting the permissions for the subform.
   
6. Click Save.
   

How many laouts can a team module have? 

Where can a Requester raise their request? 

Can team module admin see the team's records?

If I create a team module in a sandbox, can I deploy it or will the admin have to deploy it?  

What are the fields that are not available in team modules?  

What are the maximum number of fields that can be added to a team module?