Customizing CRM Layouts for Data Capture and Flow - Zoho Admin Beginner (Part 1)

Once you've finished defining your business process, your users, roles, and data model, the next step is setting up your modules' fields so data can enter your system the right way. In this webinar, we go over how to understand data, define the exact fields to use, based on how data should flow across your modules. Here are a few key moments from the session to give you a quick detour: 03:48 - Why Modules exist in CRM? 10:43 - Structured and Unstructured data in CRM 11:43 - Ideal Data flow when modules change as business meaning changes, not just stages 26:00 - Layouts are process-specific 39:16 - Define fields by walking the full record lifecycle 56:48 - Choosing field types based on a framework 01:03:27 - Setting up - Formula fields 01:08 25 - Roll-up summary fields Note: This is part of an ongoing series - catch all the parts in order on our playlist:    • Admin Beginner: Foundational Zoho CRM