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

                                                                                                              • FAQs: Page layouts

                                                                                                                Is it possible to limit access for users based on their departments? Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • Build new modules to bring every unique customer-facing process inside Zoho CRM

                                                                                                                Every organization operates with a set of business processes that are unique based on their industry-specific needs. From managing customer onboarding to addressing customization requests, no two organizations operate in quite the same way. The ...
                                                                                                              • 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 ...
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