This Relay configures Page Layouts and Tab Visibility in Zoho CRM to streamline workflows, increase user adoption, and ensure each user’s dashboard reflects their unique responsibilities.
Non-returnable
$119.00
This Relay configures Page Layouts and Tab Visibility in Zoho CRM to streamline workflows, increase user adoption, and ensure each user’s dashboard reflects their unique responsibilities.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Standardized Page Layouts for core CRM modules, ready for further business-specific customization
Tab visibility settings mapped to standard user roles/profiles
An efficient, user-friendly CRM interface
A summary document mapping the final layout and visibility per profile or role
Additional Features You Can Add
Prerequisites (Client-Side)
Defined user roles or profiles
Access to Zoho CRM with customization privileges
Ideal For
Organizations looking to streamline CRM workflows
Teams seeking simplified and role-specific CRM interfaces
Businesses aiming to improve user adoption and efficiency
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