Layout Rules
7 Topics
Using Custom Modules
6 Topics
Advanced Module Customization
9 Topics
CRM Inventory Modules
6 Topics
Using the CRM “List View”
5 Topics
User Data Control
10 Topics
Misc. Setup
4 Topics
CRM Inventory Modules
Not many businesses end up implementing the following, but it is useful to know about.
There are some “Inventory” modules that you can enable within the CRM: Quotes, Products, Sales Orders, etc.
However, know this: they are not connected to Zoho Books at all! So, in these videos, learn where they are and how to activate them and when to use them.