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Module Customizations in Zoho CRM
Rating: 4.6 out of 5(101 ratings)
2,199 students

Module Customizations in Zoho CRM

Learn about the customization options in Zoho CRM that is needed to fit your business
Created byZoho CRM Academy, Vaagdevi Ravishankar, Pavitra Jothi
Last updated 2/2021
English

What you'll learn

  • Understand the purpose of a module and identify the key elements in it.
  • Identify the standard modules that are available in CRM and learn to create a custom module.
  • Define the components in a record creation page.
  • Set up conversion mapping and understand the customization options in the home page
  • Manage different brands using multiple layouts and create layout-specific functions.
  • Understand the types of database relationships and establish a many-to-many relationship across modules.
  • Set up dependencies within fields with layout rules.

Course content

9 sections • 26 lectures • 1h 45m total length

  • An Overview2:17
  • Concept: What is a module and what is the scope of customization?3:02
  • Demo: Create and personalize modules4:53
  • Concept: Customization options in a record's detail and creation5:11
  • Demo: Customize the record detail3:14

Requirements

  • The students need to sign up atleast to the Free edition of Zoho CRM to implement and try out what they learn in this course.

Description

Modules are the building blocks in Zoho CRM and are represented as tabs like Leads, Contacts, Accounts, Deals, etc. They group related data and help you perform actions on those records, such as sending emails, performing mass actions, sorting and viewing a set of records that match the given criteria, etc. It is essential to customize modules so as to make them a better fit for your business process. Using the What-You-See-Is-What-You-Get (WYSIWYG) Module Editor you can easily create/edit modules in Zoho CRM. Other customization options include renaming modules, adding fields and sections to store relevant information, setting permission on who can edit the fields, and more.

Sometimes, the standard, predefined modules present in Zoho CRM do not always meet your business requirements. In such a case, Zoho CRM lets you create new modules depending on your business needs.

In this course, you will be able to:

  • Understand all about modules, the system-defined standard modules available, and the kind of data that you can store in them.

  • Customize the standard modules and also create modules as per your business requirements.

  • Learn about the various fields, their purpose, and usage.

  • Create module views (List, Kanban, Canvas) to filter our specific records and view them.

  • Find out the ways to search specific records in modules.

  • Create multiple layouts to manage different brands.

  • Understand many-to-many data relationships in CRM.

Who this course is for:

  • Anyone who has recently purchased Zoho CRM and is getting started with its implementation for their business.
  • CRM administrators who are responsible to set up the organization's CRM account.

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