Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, and inventory management) process. These tab settings are organization specific and so only Users with Administrator privileges can do the customization. Note that, in the Free Edition, the Inventory modules (Products, Quotes, Purchase Orders, etc.) will not be available.
The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using Zoho CRM might not require the Quotes or Invoices, so these modules can be hidden. You can also change the order of the modules by moving them up or down on the list.
To organize tabs
The Zoho CRM system provides an option to rename the tab names according to industry-specific terminologies. For instance, the “Leads” tab can be renamed to “Candidates” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.
The table below displays the industry specific tab names comparing them to the standard Zoho CRM tabs:
|Zoho CRM||Ad Agency||IT Firm||School|
To rename tabs
The different departments in your organization may use different modules (tabs) in Zoho CRM. Tab groups let you organize the tabs available in your Zoho CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab groups with users of the corresponding profiles in CRM.
For instance, the Sales group may use only the Leads, Contacts, Accounts, Potentials, Reports and Dashboards tabs. So you can create a Sales Tabs group and provide accessibility only to the Sales profile. Please note that the users will be able to access the tabs in a Tab Group based on the Module-level Permissions in their profile.
To create tab groups