Revamped Setup Page 2023: Transition guide

Overview

We’re excited about the recent revamp of Zoho CRM’s setup page, a change aimed at enhancing your user experience. This document serves as a quick guide to help you navigate the updated features and layout, ensuring a seamless transition.

The redesign focuses on simplified navigation, with a more intuitive setup page that allows for quicker and easier access to features, saving you time and effort. We’ve also improved consistency and clarity by standardizing naming conventions and reorganizing related features, making the CRM more user-friendly.

This document is your essential guide for navigating the updated Zoho CRM setup page, with detailed information on the relocated menus and features. It’s crafted to help you quickly adapt to the new layout, ensuring an efficient and enjoyable experience. This resource offers easy reference and is crucial for familiarizing yourself with the revamped interface, all while being adaptable to future enhancements and features in Zoho CRM.