This course walks through the new Zoho CRM interface from start to finish: how to navigate it, how teamspaces and team modules are organized, and how to use the different Deals module views to close opportunities faster. 

But it goes beyond the visual side — it shows how Zoho CRM for Everyone connects teams that used to coordinate through chat and email: marketing, sales, legal, onboarding, and any department involved in the customer journey, all within the same system.

Using a real team module — built both manually and with Zia — the course dives into the My Requests tab, the customer's 360° view in the Interactions tab, and lays the groundwork for more advanced topics like Connected Records and Connected Workflows.

By the end, any team member will be able to confidently navigate the new CRM, coordinate work across departments without friction, and understand the real scope of what can be automated within their own module — all with examples recorded directly on the interface.