How can I customize Zoho CRM for many different services?

How can I customize Zoho CRM for many different services?

Use conditional layouts to customize Zoho CRM for many different services. For example, if you have an automobile service centre which offers different kinds of service such as general service, paid service, monthly service or free service, there are different sets of conditions for each type of service. According to the service that the customer selects, you can define the fields that need to be displayed.

    • Related Articles

    • Managing services with Zoho CRM

      This feature is opened in a phased manner and and will soon be available for all users. Services such as consultation, home cleaning, repair and maintenance, pickup and delivery, and salon or spa appointments are time-bound activities that take place ...

    • Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?

      Yes, a CRM user can be invited to a CRM plus or Zoho One account. You must consider the following points: A CRM user can be part of 9 CRM Plus accounts through invitation. A CRM user can be part of 1 Zoho One account as an internal user. Whereas, the ...

    • Booking appointments for services

      This feature is opened in a phased manner and and will soon be available for all users. An appointment can be booked for a service from the Appointments module in Zoho CRM. With customer details, service information, and appointments in the same ...

    • How to customize the Terms & Conditions for Invoices, Quotes or Orders?

      Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...

    • Can I select an org if I install an extension from CRM Marketplace?

      Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...