Save for Later
This guide was created with Scribe in
32 seconds.
Sign in and create your own!
How do I customize Zoho CRM?
Customizing Zoho CRM can be a great way to make sure that your customer relationship management system is tailored to your specific business needs. By customizing Zoho CRM, you can create a system that is tailored to your company's unique processes and workflow, allowing you to maximize efficiency and productivity. Additionally, customizing Zoho CRM can help you to better track customer data, streamline customer service, and improve customer relationships. Knowing how to customize Zoho CRM can help you to get the most out of your CRM system and ensure that it is working for you.
Grace Everwood
|
0 step
|
32 seconds
Zoho
1
Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
2
Click the "Customization" tab in the left-hand navigation menu.
Zoom Saved
3
Click the "Customize Zoho CRM" button.
Zoom Saved
4
Click the "Modules" tab.
Zoom Saved
5
Click the "Edit" button next to the module you want to customize.
Zoom Saved
6
Click the "Fields" tab.
Zoom Saved
7
Click the "Add Field" button.
Zoom Saved
8
Enter the field name and select the field type.
9
Click the "Save" button.
Zoom Saved
10
Click the "Layout" tab.
Zoom Saved
11
Click the "Edit" button next to the layout you want to customize.
Zoom Saved
12
Drag and drop the fields to the desired location.
13
Click the "Save" button.
Zoom Saved
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe