Setting up your CRM Application

Setting up your CRM Application

The first step in building your vertical CRM is to configure certain basic settings and choose the application modules you'd like to include.

To create and setup a new application:
  1. Log in to your Zoho Developer account and click CRM for Verticals.
  2. In the Vertical CRM page, click Create App.
  3. In the New CRM for Verticals page, input the name of your application and your URL.
    Note: Your URL can be mapped to your custom domain later when you are branding your application.
  4. Click Select Category to choose an industry vertical.
    The category denotes the industry (Automobile, Insurance, Health care, etc.) for which your application is being developed.
  5. Select the preset modules that you'd like to include in your application by checking the boxes next to the available options.
    Note: By default, all modules are preselected. If you choose not to use any of the preset modules for your application, you can deselect all the modules, and create new modules when you customize your application.
  6. Provide a Short Description about your application.
  7. Click Create.

Edit your Application Details

Editing your application details enables your to modify the details provided at the time of creation. Editing app details includes changing the Application Name, Category, Description, etc. You cannot edit the application URL that you provided at the time of creation.

To edit your application details
  1. In Zoho Developer Console home page, click CRM for Verticals.
  2. In the Vertical CRM page, click Edit corresponding to the application whose details have to be edited.
  3. In the App Details page click the Edit icon [] next to the title.
  4. In the General Settings page, make the necessary changes and click Save.

Note
  1. Two options that were not configured initially while creating the app will be available in the General Settings page.
    1. Sign Up Settings allows you to control the way customers can sign up for your application
      1. Allow users to signup - This option enables user to sign up for your Vertical CRM.
      2. Allow users by Invite only - Use this option to allow only those users to sign up for the application who are invited by you.
    2. Mark your application as Inactive - This option is used to deactivate your application.
      See also Reviewing & Publishing your CRM. 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Automation - Setting Up Webhooks

                                                                                                        This guide will help you with the following: Set up Webhooks Use Webhooks Business Scenario 1- Calculate Sales commissions in Zoho Creator App Refer Error Codes HTTP Status Codes Custom Errors Webhooks facilitates communication with third-party ...
                                                                                                      • Setting up Connected Apps

                                                                                                        Creating a Connected App To create a connected app In the Zoho Developer console homepage, click Extensions for Zoho CRM. Click Edit below the extension for which your app will be created. Click Connected App in the left pane of the Extension ...
                                                                                                      • Automation - Setting up Custom Functions

                                                                                                        This guide will help you with the following: Create Custom Functions Program Custom Functions  Test Custom Functions  Associate with Workflow Rules  Manage Custom Functions  Custom functions help in automation where procedural logic is required, ...
                                                                                                      • Setting Price Details

                                                                                                        This guide will help you with the following: Create a Plan Edit Existing Plans Delete Existing Plans Pricing your solution is a very important step, as the price you set will have a significant impact on the success of your solution. There are no ...
                                                                                                      • Building a Server Side Application

                                                                                                        You can create an extension to provide single sign-on using Zoho CRM to a number of web and mobile applications using SAML and OAuth 2.0 protocols. Read this link to know more about creating a connected application with any third-party web service. ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources