Page 25 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Customize Home Page: The home page provides a quick overview of the progress
of all your CRM activities. It contains components from modules such as Tasks,
Deals, Dashboards, and others. You can customize what is displayed on the home

page to help you see how your sales activities are progressing at a glance.

Why is customization important?

The standard modules in Zoho CRM may not always meet all your requirements. For instance, Leads,

Contacts and Potentials will not be relevant for an educational institution, and the administrator could
create modules for Students, Teachers, and Parents instead. A hospital might create modules for
Doctors, Patients, and Nurses.

SCENARIO #1
Suppose your organization deals in real estate and you want to create two separate forms for

commercial and residential properties and rename the modules since cases, solutions, reports,
and other default terms are not applicable to your industry.

Build two page layouts for commercial and residential properties by navigating to

Setup > Customization > Modules and Fields > Module

Real Estate

Layouts Layout Rules Validation Rules Fields Links and Buttons Summary

Design your own layouts to fit your business processes, then assign them to your user accounts based on permission profiles.

Create New Layout

NAME SHARED TO LAST MODIFIED STATUS
Standard Administrator March 18, 2018

Zoho CRM Resources 24