Monday, August 25, 2014

ZOHO CRM - Removing Modules you're not using.

Zoho CRM is built for action! There are a total of 20 modules that help you manage every aspect of the Sales Process: from Marketing all the way to Customer Support.  But suppose you only want to use Zoho CRM for Marketing and Sales?  How do you remove all those other modules that are cluttering up your navigation menu?  EASY!

Set up -> Modules -> Manage Modules

Move the modules you are not using to the Unselected Module list by clicking on the module name and then clicking on the left pointing arrow.  Then click Save. This will remove them from the Top Navigation Bar.

If you're using many of the modules and want to better organize them in the navigation bar, see our tip on using Tab Groups.

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