1. Home
  2. Docs
  3. Deals Module
  4. How to Customize module layouts in Deals module in Vryno CRM

How to Customize module layouts in Deals module in Vryno CRM

Steps to Customize Module Layouts in Deals module in Vryno CRM:

 

  1. Login to Vryno CRM: Access the Vryno CRM platform by entering your credentials.
  2. Navigate to the Deal You Want to Customize: Find and click on the Deal you wish to customize.
  3. Enter Edit Mode: Once on the Deal details page, locate and click on the “Edit” option.
  4. Select Customize Option: Look for the “Customize” option, which should allow you to make changes to the Deal layout.
  5. Add a New Section: Click on the “+ Section” button to add a new section to the Deal layout.
  6. Choose Section Details: Specify the details for the new section, such as naming it “Additional Information.”
  7. Add Tabs to the Section: Within the new section, select tabs to include, such as “Deal Stage” and “Deal pipeline, etc.”
  8. Configure Tab Display: Use arrows or similar interface elements to set up the display order and arrangement of the tabs.
  9. Save Changes: Save your customization by clicking on a “Save” or “Apply” button.
  10. Review the Updated Lead Layout: Exit the customization mode and return to the Deal details page to see the updated layout with the customized sections and tabs.

How can we help?