January 9, 2021

How to customise Zoho CRM for business

Customizing Zoho CRM for your business can reap great rewards. Businessmen and entrepreneurs all around the globe customize Zoho CRM and tailor it according to their needs in order to benefit from it. You can incorporate many features of your choice such as layouts, buttons, custom fields, content, language, local currency and a lot more. Not only that, but it also allows you to harness the power of advanced technology and create fully customized views for your business.

Customize Modules

Every business has its own set of requirements. Therefore, Zoho CRM gives you the power to customize everything according to your own standard and usage. There are a plethora of ways in which you can customize your account. From architecting customized modules to prioritizing module organization according to your requirements, users can do all. Data can be easily added or removed. The best and most user-friendly feature present in Zoho CRM is that no coding is required. Simple and easy tools are present that allow you to customize on your own.

Customizing a module involves a few easy steps. You can either create a new module or edit one by making additions. If you want to create a module, the first step includes naming the layout. If you are editing an existing module, you can rename it as well. This is followed by adding the fields from the New Fields section into the layout through a drag-and-drop option.

Customize Module Fields

Field Properties can also be edited from settings. If you wish to remove something, click on the Trash button. Moreover, to rearrange sections, simple move the sections around. Users can also set module permission for other user profiles. Lastly, you have the option of previewing the layout once you are done with everything.

If you want to customize the details' page, you can easily do it in a hassle-free manner. Order of lists can be altered for every record in a single module. Moreover, you can choose the related lists that you want to show and/or hide. In this way, you will only view the lists you need.

Zoho CRM is an exceptional business tool that seamlessly runs and saves your effort and time while improving organizational efficiency. Customize it according to your needs and unlock its full potential.