What are modules in Zoho?
Modules in Zoho CRM let you categorize, track, and maintain data belonging to various aspects of your business. They are the building blocks of CRM and are represented as tabs like Leads, Contacts, Accounts, etc.
What is custom module in Zoho CRM?
Customizing Modules. Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks etc.
How do I connect Zoho modules?
Go to Setup > Customization > Modules and Fields. Click the required module, in this case, Prospects. From the list of fields available, drag and drop the Multi-select lookup field. Note that you can create a maximum of 2 Multi-select lookup fields per module.
How do I edit a module in Zoho CRM?
Quick-Edit Options for Modules Click Setup > Customization > Modules. Under the Modules tab, point your mouse to the required module. Click the More icon and select a desired option from the drop-down list. Execute the appropriate action as required and Save the action.
What is standard module in Zoho CRM?
The following is the list of standard modules provided by Zoho Platform that can be included in your vertical CRM application….Standard Modules & Fields.
| Leads | Accounts | Contacts |
|---|---|---|
| Potentials | Campaigns | Forecasts |
| Cases | Solutions | Products |
| Price Books | Quotes | Events |
| Invoices | Vendors | Purchase Order |
Is Zoho CRM customizable?
Solution. Though Zoho CRM is mainly designed for the sales sector, you can extensively customize it to match your needs.
What is related list in Zoho CRM?
Related Lists are records that are associated with a parent record. For example, a Lead has Notes, Tasks, Events, and calls associated with it. These associated records are called Related Lists. When you push form entries to a Zoho CRM module, you can also push records associated with each entry to a related list.
How do I link fields in Zoho CRM?
To do this, you just have to drag and drop a lookup field in the layout settings of your deals module. The below snapshot from my test account shows the association between the Deals module and a custom module called “Leads test”.
How do I add modules in Zoho Project?
Add a module
- Click Extensions for Zoho CRM in the Zoho Developer console homepage.
- Select the extension in which the new module has to be created and click Edit.
- Click Modules in the left pane and then click Create New Module .
- Enter the singular and plural form of the module name in the respective text boxes.
Is Zoho customizable?
Though Zoho CRM is mainly designed for the sales sector, you can extensively customize it to match your needs.
What is lookup field in Zoho CRM?
The lookup field enables you to create a relationship between forms. Using this relationship you will be able to lookup data from another form in the same application or from a form in a different application in your Zoho Creator account. This mapping of data is done using the record ID.
