How do I customize Zoho CRM? | Scribe

    How do I customize Zoho CRM?

    • Grace Everwood |
    • 13 steps |
    • 32 seconds
    1
    Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
    2
    Click the "Customization" tab in the left-hand navigation menu.
    3
    Click the "Customize Zoho CRM" button.
    4
    Click the "Modules" tab.
    5
    Click the "Edit" button next to the module you want to customize.
    6
    Click the "Fields" tab.
    7
    Click the "Add Field" button.
    8
    Enter the field name and select the field type.
    9
    Click the "Save" button.
    10
    Click the "Layout" tab.
    11
    Click the "Edit" button next to the layout you want to customize.
    12
    Drag and drop the fields to the desired location.
    13
    Click the "Save" button.