Zoho CRM Customization

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This very in-depth guide provided by Zoho covers Zoho CRM customization.   Whether you are just getting started with your brand new Zoho CRM instance or have been an active user for years the knowledge to gain from this guide is bountiful.

This meticulous guide covers the following:

  • Modules
  • Tabs
  • Fields
  • Sales Stages
  • Stage Probability Mapping
  • Validation Rules
  • The Basics of Validation Rules
  • Module Views
  • Related List
  • Custom Links
  • Custom Buttons
  • Templates
    • Email Templates
    • View Template Analytics
    • Inventory Templates
    • Mail Merge Templates

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.