Udemy - Zoho CRM Next Gen - Interface and Team Collaboration
Zoho CRM Next Gen: Interface and Team Collaboration
https://WebToolTip.com
Published 8/2026
MP4 | Video: h264, 3840x2160 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 29m | Size: 942.13 MB
Navigate the new interface, automate processes, and coordinate Sales, Marketing, and Support in one CRM.
What you'll learn
Confidently navigate the new Zoho CRM interface: sidebar, global search, quick access, and profile settings.
Create and organize teamspaces and modules, both manually and with Zia, including folders and public fields.
Manage cross-team requests, and automate processes with rules, blueprints, and approvals — no admin needed.
Link modules with Connected Records and Workflows, and use the 360° customer view for full context.
Requirements
No prior experience with Zoho CRM is required. Just access to a Zoho CRM account (any edition) and a willingness to explore the interface as the course progresses.