This tutorial gives an overview on functions in Zoho CRM with the help of different business scenarios.

Learning Objective

To learn how to customize a module in Zoho CRM to suit your business requirements.

At the end of this tutorial you will be able to:

• Build custom modules.
• Create new layouts for a module and work with the layouts.
• Manage field dependencies in a layout using conditional layouts.
• Add multiple line items using subforms.
• Ensure data accuracy by setting up validation rules.