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Team Module: Read-Me-First Guide for Admins.

Overview

Team Module in Zoho CRM is designed to help multiple customer facing departments in an organization come together on the same CRM platform in order to facilitate sales teams to engage with customers in the process of closing deals and retaining them.

It works by decentralizing module creation and CRM management across key department heads (team admins) in an organization. With the advent of Team Module,

  1. multiple teams can be onboarded to CRM.
  2. each team can configure their processes and manage data in spaces dedicated for them.
  3. each team can have a team module admin, who will be responsible for setting up processes and overseeing the operations of that team.