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Records, Modules, Fields – Understanding The Guts of the CRM

Records, Modules, Fields – Understanding The Guts of the CRM

A CRM can be complex — however, when understood thoroughly, it becomes a powerful tool of organization that will help you refine business process and better and more efficiently serve your customers. It may take you a little while to understand exactly how Zoho CRM structures its data into (shown in order of hierarchy):

  • Modules
  • Records
  • Fields

That is the purpose of this lesson, to learn how they connect, relate, and function so you can better know how to set up a CRM for your specific business or industry.