Customizing Zoho CRM to Work Effectively

Zoho CRM is all-in-one customer relationship management software that helps you store data, connect with prospects, nurture them, convert potential customers, and collaborate with your teams to sell better, faster, and smarter.

To meet your businesses unique Zoho CRM must be tailored to fit.  A Zoho Authorized Partner, such as First Direct Corp provides Zoho CRM support for planning, designing and custom configuring your firm’s Zoho CRM. Here are some examples of the Zoho CRM customizations that can help your teams work effectively, save time and effort, and do more in less time.

  1. Modules Customization

Zoho CRM provides standard modules such as Leads, Contacts, Potentials, and more. But you have the freedom to create custom modules based on your individual needs. Use What-You-See-Is-What-You-Get (WYSIWYG) Module Editor in Zoho CRM to edit modules.

# You can rename your module by clicking on the module name shown at the top left corner.

# Drag and drop any new field or section that you want from the left-side New Fields tray and then click Save Layout.

# Edit the Field Properties, Sections, and set Permissions using the Setting icon.

# Save the module when you are satisfied with it.

You can even create new modules. Log in to your Zoho CRM account that has Customization permission.

# Go to Setup > Customization > Modules and Fields

# Click on the Modules tab and then click Create New Module

# Enter a name for your module, both singular and plural

# Click on the Save button

  1. Fields Customization

Each module in Zoho CRM contains built-in fields. These are standard fields that store basic information. Some fields can be modified easily, while others cannot be customized. For that, you can create custom fields to store specific company information, show or hide the fields from users, and implement them to improve your sales processes. Zoho CRM allows you to create various custom fields based on the type of value to be entered, such as Replace Pick List Value, Multi-Select Pick List Value, Lookup Field, Auto Number Field, User Field, Formula Field, Record Image Field, File Upload Field, and Currency Field.

To Create Zoho CRM Custom Fields:

Go to Setup > Customization > Modules and Fields

Click on the desired module to view the layout editor

On the left pane, you can see the New Fields tray. Drag and drop the required field type into the desired module section on the right

Name the field and define the field properties

Click Save Layout

To Edit and Set Permission on Custom Fields

# Click on the “…” shown in front of a Field. Click Field Properties

# Change the required details and click Save Layout

# Again click on the “…” shown in front of a Field. Click Set Permission.

# In the Set Permission popup, define the permissions for each profile and Click Save Layout when you are done.

  1. Zoho CRM Sales Stages Customization

Sales stages define different steps in the sales process. From Research, Prospecting, Needs Assessment, Pitching, Objection Handling, Closing to Follow-Ups, each sales stage provides a detailed description of your prospects and customers. In Zoho CRM, you get sales stages such as Lead Generation, Lead Qualification, Customer Support, etc. You need to map them to identify the performance of a sales pitch or chances of converting a prospect into a customer. Here is how:

# Go to Setup > Click Customization > Click Modules and Fields

# Click on the Deals module from the Modules list

# Click the Settings icon and select Stage-Probability Mapping

# In the pop-up window, click on the Add to icon add a sales stage you want and the corresponding probability of closing the deal

# To modify an existing Sales Stage, double-click inside the desired Stage Name and enter the new name
Rearrange sales stages by dragging the rows

# Click Save when you are done

  1. Zoho Templates Customization

Zoho CRM provides you standard templates for business communication. This helps in maintaining consistency and saves time on communications that are repetitive in nature. With Zoho CRM, you get Email Templates, Inventory Templates, and Mail Merge Templates. Email templates are used for communicating with colleagues and customers. Mail Merge is a function that helps you to create personalized documents that would contain accurate values for different variables, without any manual data entry. Mail merge templates are used to send personalized service level agreements or other legal documents to various clients. Inventory templates help you send customized quotes to prospects, purchase and sales orders to customers, and more, depending on your business requirements.

Here is how to create email templates:

# To create a new email template

# Go to Setup > Click Customization > Click Templates > Click Email

# Click “+ New Template”

# At the top of the dashboard, you can see a drop-down menu. Select the module for which the Email template has to be created and click Next for the Template Gallery page

# You can create an email template from scratch by clicking on the blank template from the template gallery. Drag and drop all the required components and customize it as needed.

# You can use HTML code for your email templates. Click on Template Gallery, and click on Insert HTML code. Paste your HTML code, click Insert, and finally, click Save.

Here is how to create Mail Merge Templates:

# Go to Setup > Click Customization > Click Templates > Click Mail Merge

# Click “+ New Template”

# In the Create New Template popup, select the Module from the drop-down list and specify module name, folder name, template name and description

#Click Create

These are just a few customizations that can help you work effectively using Zoho CRM. You can also customize Page Layouts and Validation Rules, manage subforms and module views, set advanced filters, and even customize Home Tab and the entire CRM for B2C companies.

First Direct Corporation is USA-based Zoho CRM consulting company providing customized Zoho CRM support, custom configuration, implementation, and training services for Zoho users. As a Zoho Authorized Partner with Zoho CRM, Zoho Desk and Zoho Creator Certifications, First Direct is qualified to guide and assist organizations with evaluating, deploying, customizing and using Zoho CRM. If you have questions regarding Zoho CRM or other Zoho CRM Plus and Zoho One applications contact a Zoho provider with 25+ years of CRM consulting experience. Contact First Direct today at (845) 221-3800 or go to Contact Us on our website.

Click here to start a Free Trial of Zoho.


Bob Ritter


(845) 221-3800