Скачать или смотреть Customize Zoho CRM Modules Like a Pro | Add and Edit Fields Easily

Want to make your Zoho CRM truly your own? In this training, we’ll walk you through module customization — from adding new fields to editing sections and creating the perfect structure for your business.

You’ll learn how to design a CRM that fits your workflow, ensures accuracy, and helps your team capture the right data every time. Whether you’re adding picklists, numbers, URLs, or custom sections, this video will show you how to do it step-by-step — without the confusion.

We help businesses turn their CRMs into powerful growth engines through smart customization and automation.

What you’ll learn:

-How to access and edit CRM modules

-Adding and organizing new sections

-Creating custom fields like currency, number, or URL

-Editing picklists and default values

-Pro tips for saving and managing changes safely

In this session, we dive into the process of customizing your Zoho CRM modules to tailor the system to your business needs. You’ll learn how to add custom fields to capture specific data, modify existing fields to better suit your workflows, and reorganize or add new sections to optimize the CRM layout. We'll walk through each step, from accessing the editable module interface to selecting the right field types, like numbers, currency, or URLs, for better data accuracy and usability. By the end of this session, you'll be equipped with the knowledge to create a more personalized and efficient CRM experience for your team.

At Amazing Business Results, we excel at crafting solutions that are precisely tailored to our client's business needs. Our approach involves extracting client business requirements and translating them into custom Zoho systems that are unique to their business. We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly.

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