Designing an Intuitive Leads Page in Zoho CRM

CRM

Creating an intuitive and well-structured Leads page in Zoho CRM is essential for efficient user navigation and data management. This article provides actionable insights into designing and optimizing your Leads page for better functionality and ease of use.

Structuring Your Leads Page

To design an intuitive Leads page, ensure that the layout is well-organized and easy to navigate. Here are key strategies:

Utilizing Parts for Layout

One effective method is to divide the page into distinct sections. This approach helps manage and display fields systematically. You can either expand existing sections or create new ones as needed. Layout rules, which will be explained later, allow you to show or hide sections based on specific criteria.

Ideally, limit each section to ten to twelve fields. To make a customised layout, simply drag & drop fields from one area to another.

Maintaining Simplicity

Aim to create a user-friendly design by keeping the layout straightforward. Put fields in a sensible order that makes sense to people using your form. Consistently applying this design strategy across the CRM will make the system easy to use and navigate.

Implementing Layout Rules

Layout rules are a powerful feature in Zoho CRM that allow you to customize the visibility of fields based on specific values. For instance, you can set up rules to display additional fields when certain options are selected. Here’s how to create a layout rule:

1. Access Setup: Select the icon for setup on the CRM homepage.
2. Select Modules and Fields: Choose this option from the Customisation menu.
3. Select Leads Module: Click on Leads, then select Standard (layout).
4. Locate Lead Source Field: Find the Lead Source field in the layout.
5. Add Layout Rule: Click on the “more” menu item and select “Add Layout Rule.”
6. Name the Rule: Enter a descriptive name, such as “Show fields based on source.”
7. Define Rule Values: Specify which Lead Source values should trigger the rule, such as Customer-Referral, Other Referrals, or Affiliate-Sender.
8. Add Trigger Action: Click “Add Trigger Action,” select “Show Field,” and configure the Referred By field.
9. Set Mandatory Fields: Mark necessary fields as mandatory.
10. Save Changes: Before saving the rule, make sure it’s accurate by reviewing the summary.

Using layout rules helps streamline data entry and ensures that users see only relevant fields based on their inputs.

Mapping Fields During Lead Conversion

Field mapping is crucial for maintaining data consistency when converting leads to deals, accounts, or contacts. Here’s how to handle field mapping:

Creating Field Mappings

When creating a new field, you can map it to other modules. Select the “Also create for” option and choose the relevant modules. This automatic mapping saves time and reduces manual errors.

Adjusting Field Mappings

To modify field mappings after creation:

1. Access Setup: Click the setup icon from the CRM home page.
2. Select Modules and Fields: Choose this option from the Customisation menu.
3. Choose Leads Module: Choose Standard (layout) after clicking on Leads.
4. Navigate to Lead Conversion Mapping: Click on the settings icon under Lead Conversion Mapping.
5. Adjust Mappings: In the mapping table, select the fields to be mapped between Leads and other modules like Deals or Contacts.

Configuring these mappings ensures that relevant data transfers consistently between modules during lead conversion.

Summary

In this guide, you’ve learned how to design and optimize the Leads page in Zoho CRM. By organizing fields into manageable sections, implementing layout rules, and effectively mapping fields, you can enhance the functionality and usability of your CRM system. These practices help you capture and manage lead information more efficiently, leading to better data quality and streamlined processes.

In the next guide, we will explore how to set up and manage the Deals module to further optimize your CRM workflow.

© Image credits to Jot Singh

Posted in CRM