GETTING STARTED

Navigating ZenoxCRM: menu, search and workspace controls

Updated

Quick answer

In short

ZenoxCRM opens with a menu on the left that lists every module you can use. Use the search box at the top of the menu to jump to a screen, the moon/sun button at the bottom to switch between light and dark theme, and the expand button for full-screen mode.

Sign in

  1. Open zenoxcrm.com/app in your browser.
  2. Enter the login details provided by your company administrator.
  3. After signing in, ZenoxCRM opens your dashboard.
Screenshot coming soonSign-in screen

Forgot your password or don’t have an account? Contact your company’s ZenoxCRM administrator.

The left menu

The left menu is how you move between modules. Items are grouped under GENERAL:

  • Dashboard — expands to Lead and Finance dashboards.
  • Lead, Deals, Followups, Meetings and Customer.
  • Sales and Purchase — items with an arrow (›) expand to show more screens.

The screen you are on is highlighted in the menu. Click a highlighted item with a down-arrow to collapse or expand its sub-menu.

ZenoxCRM left menu with Dashboard, Lead, Deals, Followups, Meetings, Customer, Sales and Purchase
The left menu, with Dashboard expanded to show Lead and Finance.

Search the menu

Type in the Search box at the top of the menu to find a screen quickly instead of scrolling through the menu.

Hide or show the menu

Use the ✕ button at the top-left edge of the page, next to the menu, to hide the menu and give the page more room.

Screenshot coming soonPage with the menu hidden, showing how to open it again

Your profile, theme and full screen

At the bottom of the menu you will find:

ControlWhat it does
Your name and roleShows who is signed in and your role (for example SuperAdmin). Click your name for profile options.
Moon / sun iconSwitches between light and dark theme.
Expand iconTurns full-screen mode on or off.
ZenoxCRM profile, theme and full-screen controls
Profile, theme switch and full-screen controls at the bottom of the menu.

Quick-access buttons

Two round buttons float at the bottom-left of the screen: a settings (gear) button and a WhatsApp button for quick access.

Screenshot coming soonSettings panel opened from the gear button
FAQ

Questions about this screen.

Where do I log in to ZenoxCRM?

Go to zenoxcrm.com/app and sign in with the details provided by your company administrator.

How do I switch to dark mode?

Click the moon icon at the bottom of the left menu. Click the sun icon to switch back to light mode.

Can I hide the left menu?

Yes. Use the ✕ button at the top-left edge of the page to hide the menu and give more space to the screen.

Still stuck? Email admin@zenoxit.com and our team will help.