Page 26 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Real Estate Standard Layout Name Cancel Save and Close Save
New Fields
CREATE
Single Line Multi-Line Commercial
Preview
Email Phone
Real Estate
Pick List Multi-Select Cancel Save
Date Date/Time Real Estate Single Line Lead Owner Lookup
Number Auto-Number
Email Email Secondary Email Email
Currency Decimal
Percent Long Integer Created By Single Line Modified By Single Line
Checkbox URL
Lookup Formula
Multi-Select Lookup
NEW SECTION
Unused Fields
Custom Fields Left: 305

Go to Setup > Customization > Modules and Fields and to rename the fields

related to the commercial layout (e.g., Lease owner, Rent value, etc.) and the
residential layout (Home owner, Agreement, etc.).

Standard Cancel Save and Close Save
Real Estate Field Properties
New Fields
CREATE Field Label *
Single Line Multi-Line
Lease Owner
Preview
Email Phone
Real Estate Type
Pick List Multi-Select
Text Auto-Number
Date Date/Time Real Estate Single Line Lead Owner Lookup
Number of characters allowed*
Number Auto-Number
Secondary Email
120
Email Email Max of 255 characters Email
Currency Decimal
Percent Long Integer Created By Single Line Modified By Single Line
Checkbox URL Done Cancel
Lookup Formula
Multi-Select Lookup
NEW SECTION
Unused Fields
Custom Fields Left: 305

SCENARIO #2

Your organization sells motor insurance (both private vehicle insurance and commercial vehicle
insurance). If all the details are gathered using a single form, the form will be large and unwieldy.
A customer who needs a policy for a private vehicle will also be asked for information that would
only apply to a commercial vehicle.

Zoho CRM Resources 25