Module Customizations in Zoho CRM

Trace the lead life cycle from leads to contacts, accounts, and deals, and learn conversion mapping and field mapping constraints for standard and custom fields, including quotes, orders, and invoices.

demonstrates lead conversion mapping in Zoho CRM by manually mapping a custom date of birth field from the applicants to the students module, ensuring complete transfer and proper field type.

Explore options to tailor the Zoho CRM home tab, including classic and customized homepages, empowering admins to share a common view and users to resize and arrange components.

Customize the home tab in Zoho CRM by creating a customized homepage or the user's homepage, then add and arrange components from dashboards, custom views, and widgets.

Master module customizations in Zoho CRM by understanding 21 field types, their properties, usage, unique and mandatory options, permissions, special fields, picklist tracking, and formula fields.

Learn to create and customize fields in Zoho CRM using the layout editor, configure field types, properties, dependencies, and mapping between programs and courses to tailor modules.

Create formula fields in Zoho CRM to calculate average marks across three subjects, concatenate first and last names, and calculate age using numeric and string functions with syntax checks.

Manage CRM special fields across modules, including terms and conditions, tax rates, and contact roles. Map deal stages and probabilities to update expected revenue.

Explore how validation rules in Zoho CRM ensure accurate data entry by criteria or function, and learn how manual creation vs workflow or API updates affect rule enforcement.

Demonstrate how to set up a validation rule in Zoho CRM's applicants module to alert when qualifying exam scores are below 50, from setup to save.

Explore Zoho CRM module views, including tabular, kanban, and canvas, along with public and custom views, and master advanced filters to search, sort, and access records efficiently.

Learn to create and customize tabular, kanban, and canvas views in Zoho CRM, including creating and cloning custom views, sharing, editing standard views, and using drag-and-drop and sorting features.

Apply filters in applicants module to select engineering program, scholarship score over eighty five percent, international student, and applicant status waitlist. Save filter and view counts to prioritize actions.

Learn how multiple page layouts in Zoho CRM keep department data separate within one system, with layout permissions, cloning, and layout-specific views, reports, and automation.

Create and manage multiple layouts in the applicants module for medicine, engineering, commerce, and business management; set permissions, clone, rename, assign defaults, and build layout-specific views, reports, and dashboards.

Establish a many-to-many relationship between students and courses by creating a multi-select lookup field in the modules, linking them with a students versus courses module, and customizing layouts.

Explore how layout rules create dependencies between fields, showing or hiding fields and sections, and setting mandatory fields based on primary field criteria and triggers.

Demonstrates creating a layout rule in the students module of Zoho CRM to show the international student section when the international student checkbox is selected.

Explore subforms in Zoho CRM layouts to capture work history with a work experience subform, including fields, aggregate and formula functions, and manage field permissions.

Create a work history subform in the applicants module layout to capture company name, role, start date, end date, and experience in months, with an aggregate total of experience.