CRM | Transition Guide | Knowledge Base

Transition Guide
Transitioning to the Improved Zoho CRM for Everyone Interface
This improved version of Zoho CRM for Everyone is designed to give users a cleaner layout, better navigation, and quicker access to everyday actions. This upgrade focuses on creating more space on your screen, reducing clicks, and placing the most ...
FAQ: Transition to the NextGen UI
Switching from old UI to the NextGen UI 1. Are Zoho CRM and CRM for Everyone the same? We are introducing an upgrade to your existing Zoho CRM, which we've titled CRM for Everyone. This isn't a new CRM, but a significant enhancement to the user ...

Transition Guide