Zoho CRM: Adding Fields and Layout Rules
Zoho is a very powerful CRM when used correctly, but it can be tough when starting out to understand all of the functionalities. In this article, along with the in-depth video tutorial, Catalyst Connect will help you to better understand how customizing Zoho CRM Modules and Layout Rules can help your business processes.
Within Zoho CRM, the Setup Menu (Tools button on the top right of the screen), is the backend of the CRM. In this menu, you are able to really customize your Zoho CRM. This is where you can set your CRM automation, set user access, create templates, and much more. In this video tutorial, we go through how to customize your Zoho Modules and Layout Rules within modules.
The importance of a good CRM is to allow you to work as efficiently as possible. Customizing your Zoho Modules and Layout Rules has many benefits:
1) It allows you to control what information about Leads/Clients/Accounts you see in their record
2) You can organize information into specific sections within the module for easier navigation
3) It will save you time by reducing the need for manual data entry
4) Controlling what information all CRM users are able to see and change.
You can view our tutorial video (to the right), which will take you through the process of customizing your Zoho CRM Modules and Layout Rules. If you are looking for more business help like this, check out the rest of our blog posts here. Catalyst Connect also offers Custom Software Development. So what are you waiting for? Get in touch with us now!