Customization - An Overview
Apart from a predefined set of modules, fields and email templates Zoho CRM comes with a facility for you to customize your CRM to suit your exact business needs. For example, you can:
- Modify some of the pre-existing fields.
- Add new modules and more.
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Apart from the set of predefined modules like Leads, Contacts, Deals, etc., you may have certain requirements specific to your organization. Watch this lecture that explains module customization in Zoho CRM with an example.
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Copy Customization Zoho CRM
Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...
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Zoho CRM Overview Familiarize yourself with some basic terminology that we will be using throughout the course. This lecture gives you an overview of the entire course that includes, Adding, Editing, and Tracking Leads. Converting a Lead. Email ...
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Customize modules Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties. Layout Name/rename Field section - drag and drop fields inside the layout Field ...