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Clean up and Organize the Leads Module

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Clean up and Organize the Leads Module

Zoho CRM is customizable and adaptable for the needs of any business. There may be features you want to add or remove and you can start learning in this video. Things to remember:

  • When customizing modules, everything is drag and drop
  • Deleting fields does not delete the information forever, it just hides it on the front end. Deleting fields forever is done under the ‘Unused Fields’ section
  • When in doubt, simplify and clean it up!

Other resources you may find useful:

Learn more about Zoho CRM

Zoho Knowledge Base: Customizing Fields