Are your team members having a hard time navigating CRM modules filled with unrelated fields? Is a poor user interface (UI) reducing your team's efficiency or causing frustration?
In today’s fast-paced business ecosystem, having a CRM that fits your unique needs is critical to success. In short, customizing a CRM is critical to maximizing team efficiency, making informed decisions, and improving customer experiences.
Data shows that customization can help companies increase growth by 6% to 10%, Boston Consulting Group 1 .
And, all this is possible with Vtiger Layout Designer . If you are curious about how Layout Designer can contribute to your business, let us explore the topic in this blog post.
Layout Designer in Vtiger CRM
Vtiger Layout Designer is a powerful tool that allows you to customize the layout europe cell phone number list of CRM modules. You can design Summary Views of Contacts, Deals, Organizations, etc. modules in Vtiger to provide a personalized user experience.
Create custom layouts based on user roles.
Add or remove fields in the module by selecting basic blocks from the Layout Editor. Basic blocks contain different column types like 1 column, 2 columns and 3 columns. Decide how many columns you want and arrange the widgets to suit your own requirements.
Add the widgets of your choice using the drag and drop option. Available widgets are Title field, Sticky notes, Record details, One view etc.
Wondering how it can help different groups within an organization?Sales Team: Create custom layouts for your sales team that include fields for lead sources, lead scores, and sales stages. You can also add widgets for sales activities to record calls and meetings.
Marketing Team: Draft the layout to include fields for campaign type, budget, and ROI.
Building a B2B Phone Number Database from Scratch
-
- Posts: 1074
- Joined: Sat Dec 21, 2024 5:34 am