Manage your CRM data using modules and layouts

Manage your CRM data using modules and layouts

Structure your CRM data using modules and layouts in Zoho CRM



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                                                                                          • Related Articles

                                                                                          • Customizing Modules

                                                                                            Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
                                                                                          • Adding Layouts Rules

                                                                                            Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
                                                                                          • Troubleshooting Module Customization

                                                                                            Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
                                                                                          • Manage your Data

                                                                                            There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
                                                                                          • Importing Data to Zoho CRM

                                                                                            Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
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