Improving data entry using layout rules
Layout rules in Zoho CRM are one of the best features to make your system intuitive and user-friendly and to ensure that users always capture all the relevant details at the right time.
In the Deals module, we can, and should, use layout rules at most if not all stages of the sales process. Let's consider one of the examples cited earlier: IT services at the Discovery stage.
Example 1 – IT Services: One of the questions may be to find out the number of office workstations to be supported. This will be followed by a question asking whether laptops will also be supported (Yes/No). If the answer is Yes, then we can create a layout rule that shows and makes mandatory a couple of additional questions to find out the number of laptops (Number data type) and what type of operating software is installed (Multipicklist).
This layout rule can be set up as follows:
- From the Home page in the CRM, click on the following icon:
Figure...
