Creating custom Zoho CRM modules can introduce new functionality and workflows into a business. Especially for cloud-based CRM systems, there are many data sets, categories, and templates to work with. Service and product based businesses may require important sales details for relationships, contacts, online invoicing, deals and fulfillment. As an operations manager, you should have a CRM system that tracks and maintains your data throughout the customer journey. To create a fully customized solution, Zoho CRM modules allow you to collect, track and save data for contacts and leads. In this post, we’ll explain how to create a module in Zoho CRM to view records clearly.
Create Module For Sending Work
First, you can create a Zoho Module to send instant notifications based on statuses. Simply navigate to the following path: Setup -> Modules and Fields -> Customization -> New Module. You can name the module anything you deem appropriate such as notifications, projects, or orders. Choose a descriptive name, separate from leads, contacts or deals. This will make it easy to identify your custom modules in the future. Additionally, keep the module name short to allow for more room on your toolbar. Once you add the new module, you are ready to start customizing the options and requirements.
Customize Your Module (Edit / Delete)
Next, start customizing your Zoho CRM modules in the field editor. With a custom module, you can create new fields and layouts that suit your organization. For example, a leading financial loans institution might include fields for hedge funds, investment bankers, or asset managers. You can define various fields, inputs and details for each record. These fields are simple to build using the built-in editor tools featuring pick lists, text boxes, radio buttons and more. Then, you can import data directly into these fields with one spreadsheet. Further, you can integrate these modules with mass emails, scheduled alerts or automated workflows. Certainly, customizing the fields is a key component to create a viable custom module in Zoho CRM.
Customize Your CRM Module Stages
The best custom module examples usually have custom stages. These stages are customized to track the sales or production process. In fact, you can create stages from the initial point of engagement all the way through to follow up after closing. These detail stages give you a quick view of where the customer falls in the funnel. To update your stages, go to Modules -> Settings -> Stage-Probability Mapping. From here, you can add a new stage, edit existing ones or delete a stage altogether. Moreover, you can change the probability of closing with each additional stage. By creating module stages, you can certainly customize your Zoho CRM modules for better tracking and fulfillment.
Access Linking Modules
Afterwards, link your data to other modules and fields. Add a junction table to track relationships with various modules. This way, you can link contacts, business cards, deals and orders together. This way, when you add a new order, you can view it from the contacts page or deals page pertaining to the customer. By linking modules together, you increase accessibility and navigability in the records. Plus, all of this linking functionality happens in the background so you don’t have to worry about taking extra steps. Simply, add the junction table and get your custom modules linked up with the core modules.
Create Module Reporting And Dashboards
Of course, build highly visible module reports and dashboards for your data. Typically, these reports showcase statistics, activities, times, tasks and relationships. Create summary reports between many-to-many linked modules to view the latest data. You simply need to select the primary module, choose related modules and generate a matrix report. You can choose any linking module to include in the report. For your dashboard, you can display these reports in the widget boxes on your home screen. Building these types of custom modules to give you insights on the data needed by the business.
Follow these steps to create a custom module in Zoho CRM. You can create modules for notifications, listing, stakeholders, online marketing and more. Start by adding a new module. Customize the module using the field editor and layout editor. Then, customize the stages associated with the custom module. Afterwards, link the custom module with core modules that are related. Generate reports based on the KPIs and data for tracking. With the proper module additions and reporting, you can make the most of Zoho CRM custom modules.