Customization

ALL

  • Maintain a Style Sheet and use simple rules on whether it should be USA, US, United States of America to have a clean CRM database.

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    • Clean crm /
    • Style sheet /
    • Database
  • Email address, passport numbers, Social Security Numbers are unique for each person. Create such unique fields and avoid duplicate records in Zoho CRM.

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    • Custom fields /
    • Unique fields /
    • Avoid duplicates
  • Once a deal is sure to pull through, create a quote directly from the deals module automatically without you having to create them yourselves.

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    • Quotes /
    • Deals /
    • Business process
  • Make everyone’s work count by including the commissions they receive, within a quote they handle. The commission rates are calculated in the products module and you can now bring them within a quote.

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    • Sales /
    • Quotes /
    • Commission /
    • Automation
  • Auto-update the information about an account to the related records in all (or select) modules.

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    • Automation /
    • Accounts /
    • Related lists
  • Get your CRM to display the total amount of tax, discount and the quantity of products in a quote using a function.

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    • Quote management /
    • Tax /
    • Discounts /
    • Inventory
  • Assign the records to users based on round robin method through the use of functions.

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    • Record Assignment /
    • Leads /
    • Deals
  • The website visitors' information inside Zoho CRM increases your chances of reaching your leads and your conversion. Here is a tip to use advanced filters to identify visitors.

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    • Websites /
    • Visitors /
    • Advance filter
  • Most of the times, if not always, there are tasks and assignments that need to be repeated. Lets say, a note like this one. “Customer contacted. Email sent. Schedules callback from customer.”. Sure, you can copy and paste it. We have a better idea. How about storing the message as a sort of template in a custom button. Through functions, of course.

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    • Sales /
    • Automation /
    • Notes /
    • Templates /
    • Buttons
  • Well, one important factor to take into account when managing an international business is the placements of commas in numbers. Also, in US it is comma and in Germany, it is a period. The one way this can be solved would be to spell it out. Besides, wouldn't you want to avoid sneaking in an extra zero by mistake right?

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    • Invoice /
    • Grand Total /
    • Amount /
    • Buttons
  • In sales, there is never enough time for you to follow-up with all the new leads. Use Lead Scores to prioritize your Lead follow-up and manage your time effectively.

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    • crmtips /
    • lead scoring /
    • lead management
  • If you have multiple agents handling multiple customers, the difficulty in the management of records also multiplies. Since there are multiple times a customer is contacted and it is not you who contacts him always, it is better to know who talked to the lead before you.

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    • Record Owner /
    • Details /
    • Automation
  • Customize the Deal Stage pick-list values in your Zoho CRM account based on your sales process.

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    • Pick-list /
    • Field /
    • Customize /
    • Dealstage
  • A single deal can hold multiple quotes and it is true the other way around as well. However, do you have to manually (or use a calculator to) calculate the grand total and populate it in a field?

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    • Quotes /
    • Deals /
    • Business process /
    • Automation
  • In the existing records find duplicates based on company’s name, email address, phone number and merge them into one record.

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    • Cleancrm /
    • Mergre /
    • Duplicate
  • A task which is common need not necessarily be completed by a specific person. For instance, the guy beside you has other commitments and he requests the ownership of the task to be changed to you. Would you want to get notified by it or check for re-assigned manually?

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    • Tasks /
    • Task Owner /
    • Details /
    • Automation
  • Create dependancies between fields where there will be a parent or controlling picklist field and a child or dependant picklist field. The parent field would control the values that needs to be populated in the child field.

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    • Dependency /
    • Fields /
    • Mapping
  • Customize the search results layout to display a set of columns that you prefer.

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    • Search results /
    • Layout /
    • Customize
  • Auto-assign leads based on the shift timings of the Users in your organization.

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    • Automation /
    • Users /
    • Shifts /
    • Leads
  • Save yourself the trouble of adding call prefixes to phone numbers whenever you need to call someone.

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    • Call Prefix /
    • Calls /
    • Automation
  • Use Custom Buttons to execute unique actions and work faster.

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    • Customize /
    • Custom /
    • Buttons /
    • Productivity
  • Who said a lead and a contact are just customers? That may also be the start of a business partnership. Use this function when a customer turns into a supplier.

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    • Automation /
    • Contacts /
    • Vendors /
    • Conversion
  • Use the smaller but very useful time saving options in module customization that you may not have noticed and which could make your job much easier.

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    • Customization /
    • Time saver /
    • Tips
  • Merge the contents of two different fields and store them in a separate field.

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    • Merge Fields /
    • Concatenation /
    • Functions
  • Tips on how you can use custom reports in the best possible ways with some sample scenarios.

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    • Reports /
    • Analytics
  • If you have two layouts under the Leads module, say Residential leads and Commercial leads, while converting them, make sure that they are mapped to the same Residential/Commercial layouts of Contacts and Accounts. Set up lead conversion mapping based on page layouts to address this requirement.

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    • Leads /
    • Customization /
    • Page layouts /
    • Conversion
  • Use a combination of criteria in advance filters and discover significant sales insights instantly.

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    • Advanced filters /
    • insights
  • Reorder and organize related lists to view the most important and relevant ones on top for easy access.

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    • Related /
    • Lists
    • Organization /
    • Crmdata /
    • Customization
  • Do you use multiple layouts? Create separate workflow rules for the same module but specifying a different layout to address the requirements for each process.

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    • Workflow rules /
    • Page layouts /
    • Modules
  • Make or take calls without much fuss about the dialling procedures.

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    • Automation /
    • Country Codes /
    • Calls /
    • Contacts
  • Use 'Best time to Contact' suggestions by Zia, and know the right time to reach your contacts through call or email.

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    • Zia /
    • Follow-up /
    • Calls /
    • Emails
  • Sync your Zoho Mail Calendar with Zoho CRM Calendar to ensure all your events are in one place.

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    • Calenders /
    • Events /
    • Sync
  • Use field-level security to restrict access of specific fields within a module.

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    • Data /
    • Security /
    • Field level security
  • Make sure that you do not miss out on any valuable prospect from social media anymore. Automate the generation of leads from Twitter and Facebook by setting up Social Automation Rules.

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    • Leadgenerater/
    • Social /
    • Twitter /
    • Facebook
  • Create many-to-many association between two modules in Zoho CRM with the help of the multi-select lookup field.

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    • Modules /
    • Association /
    • Lookupfields
  • Check the usage of your email templates in various features such as workflow rules, web forms, mass email schedules, etc.

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    • Templates /
    • Moudules /
    • Emails
  • When you mark fields as unique in CRM, enable the option to check duplicates in the leads that are already converted.

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    • Converted leads /
    • Duplilcates /
    • Unique fields
  • Do not forget about the leads that did not yield a positive response the first time you contacted them. Get notified automatically whenever you have idle leads in CRM and take necessary actions.

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    • Workflow rules /
    • Leads /
    • Automation
  • Reorder items on a Blueprint Transition popup window as per your needs.

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    • Blueprints /
    • Process builders /
    • Automation
  • A cluttered home page could leave you lost in a busy schedule affecting your productivity. Here is a tip on how you can maintain a clean and clutter-free Zoho CRM Home page, for yourself and your team.

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    • Hometab /
    • Cleandata /
    • Productivity
  • For sales reps who are always on the move trying to visit as many clients as possible in a day, they can check-in and geo-tag their visits right away from the Zoho CRM mobile app.

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    • Checkin /
    • Events /
    • Mobileapp
  • Hide events that have ended and events that you have declined and use calendar views to keep your calendar clutter-free.

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    • Calender /
    • Scheduling /
    • Events
  • Save a precious few minutes in your busy sales schedule by adding new prospects through your incoming call pop-ups.

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    • Leads /
    • Telephony /
    • Phonebridge
  • Do not miss out on something important and automatically receive updates on the records that matter to you with Feed’s auto-follow rules.

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    • Feeds /
    • Autofollow /
    • Updates
  • Avoid wasting time in doing repetitive actions on records frequently. Create and use macros to send email, create task and update a field, all at once for multiple records.

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    • Macros /
    • Productivity /
    • Savetime
  • Label your records within Zoho CRM using Tags, that help you categorize your records and search for them easily.

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    • Tagging /
    • Categorize records /
    • Tags
  • While creating an event, you have an option to repeat the event daily, weekly, monthly etc. Here is a tip to stop these recurring events that were created by mistake.

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    • Activities /
    • Reminders /
    • Events /
    • Recurring
  • Automate the submission of records for approval from one or more managers using approval process in Zoho CRM.

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    • Automation /
    • Approval process
  • Add IPs from which your Zoho CRM account can be accessed. Keep your CRM data from going into the wrong hands. It should be accessible only for people who work on it, and not just anyone.

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    • Data security /
    • Allowed IPs
  • The Kanban view in Zoho CRM shows all your records, arranged in specific categories. But it is not all about its looks. There is more that you can do using the Kanban View for various modules.

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    • Productivity /
    • Kanban View
  • Did you know that you could customize and create your own Kanban view for any module based on how you want to categorize your records?

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    • Productivity /
    • Customize Kanban View /
    • Picklist fields
  • Create a workflow rule and execute it based on a record's score. Rules can be triggered when the score of a record is either increased, decreased or updated.

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    • Workflow rules /
    • Record scores /
    • Automation
  • Use time-tracking filter to zero in on those leads which were not attended to for a certain period of time, and follow-up with them.

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    • Advanced filters /
    • Time-tracking filters /
    • Unattended leads
  • Schedule your emails that are sent from Zoho CRM by simply specifying when you want them to be sent and the system will take care of sending them at the right time.

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    • Email scheduling /
    • Emails
  • Make the best use of your list views by creating and modifying custom views, and sorting your records to see only the information you want.

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    • List View /
    • Customization
  • Collaborate and communicate in Zoho CRM effectively with your closed circles using Feeds groups.

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    • Feeds /
    • Groups /
    • Team collaboration