Module - Word of the Day #1

Module - Word of the Day #1

In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example, 'Leads' is a module that contains all your leads' details. Contacts, Accounts, Deals, Quotes etc. are other examples of modules.

In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules.

All these tabs (red underlined in the screen grab above) that you see in your Zoho CRM top header, are different modules. If you click on the ellipsis (three-dots), you can see more modules.

Although basic modules come with your Zoho CRM by default, to learn more on creating your own customized modules, check this article from knowledge base.

Sometimes, a particular module can be named differently for different Zoho CRM users, based on what edition or release of Zoho CRM they are on. Here's a quick discussion on the Deals' module, that is also sometimes called Potentials or Opportunities.

Next 'Word of the Day' - Leads