Скачать или смотреть Structure CRM data using Modules and Layouts | Zoho CRM in a Nutshell

Create, edit and customize your CRM modules and layouts, with ease! In this video, you will learn about the benefits of organizing your CRM database based on your organizational requirements using Modules and Layouts. While there are multiple ways of CRM data representation, why not start with something practical and easy to use.

Covered in this video are numerous uses of Modules and Layouts essentially designed to enhance customer service, such as:
▫️Pictorial representation of CRM data
▫️Collecting and storing a large number of records within your modules
▫️Customizing the way you view the records
▫️Performing quick actions like sending mass emails, updating fields, creating tasks and executing a set of actions, and a lot more in one click
▫️Building your own custom modules using simple drag and drop actions making these freshly curated modules available for teams to use
▫️Similarly, you can customize existing layouts or build another from scratch and perform the above-mentioned actions.

Click the links below for a detailed video:
Modules:    • Modules in CRM  
Page layout:    • Manage two business divisions with one (Zo...  


You can learn more about this through our help document by clicking the links below:
Page layouts: https://help.zoho.com/portal/en/kb/cr...

Modules: https://help.zoho.com/portal/en/kb/cr...


Stay tuned to this playlist for more such videos to decipher Zoho CRM in a Nutshell.