How do I create a new tab or module?

How do I create a new tab or module?

Modules or tabs are like buckets that store data or business related information in an organized manner. In Zoho CRM, you will find modules such as Leads, Contacts, Accounts, Activities which store essential information about the interested prospects, prospects who want to do business with you, the organization they belong, and the types of sales activities your sales team engages the customers in.

These modules can be located on the top panel of your CRM account. 

In addition to the standard or system-defined modules, you can create custom modules based on the business's requirement. These modules too, will be listed on the  top panel. You can click on the three dots (more icon) to find the complete list of modules. 
 
To create a new tab/module:
  1. Navigate to Setup > Customization > Modules and Fields.
  2. Click New Module and enter the module name.
  3. Assign module permissions.
  4. Click Save.
  5. Click Organize Modules. You can rearrange the order modules appear in here.

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