CRM Admin Studio: Layout Mastery

Categories: Admin, English
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Course Prerequisite(s)

About Course

This course is all about mastering CRM layouts for both web and mobile. You’ll learn how to set up and customize layouts like List View, Edit View, and Detail View to make CRM easier and more useful for your team. Whether you’re working on a computer or mobile, this course will help you make the most out of your CRM system.

What Will You Learn?

  • How to customize layouts for List View, Edit View, and Detail View.
  • Ways to set up relationships between different modules.
  • How to make layout changes for mobile devices and sync them easily.
  • Using extra settings like scorecards, print formats, and dependency rules to enhance your CRM

Course Content

1.1 Understanding Layout Views
Video Objective: Learn about the different layout views and how they can be customized for your team's needs.

  • (A) Video: Understanding Layout Views
    37:05
  • (B) Quiz

1.2 Understanding Module Relationships
Video Objective: Understand how modules in your CRM connect and learn to set up these connections to make your data flow better.

1.3 Deploying Mobile Layout Changes
Video Objective: Learn how to make changes to mobile layouts and ensure they work seamlessly across all devices.

1.4 Other Studio Settings
Video Objective: Discover additional features and settings to enhance your CRM and make daily tasks easier.

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