How-to Videos
Purpose and Benefits
Canvas for Zoho CRM
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- Contents
- Overview
- Quiz
Automation
0/9 VideosTotal: 1h 3 mins
Customization
0/8 VideosTotal: 54 mins
Canvas for Zoho CRM
0/4 VideosTotal: 43 mins
Users and Control
0/2 VideosTotal: 16 mins
Data Administration
0/3 VideosTotal: 17 mins
Multichannel
0/3 VideosTotal: 20 mins
GDPR
0/3 VideosTotal: 22 mins
Others
0/6 VideosTotal: 40 mins
Purpose and Benefits
Redesigning your CRM pages opens a door for a variety of solutions. That includes visually more appealing but also completely reorganizing data and customize operations, not only makes data retrieval easier, but ultimately boosts the overall efficiency of your CRM system. Designing the platform in tune with your design protocol, lets you carry over your website theme into CRM for consistent branding.
Zoho CRM Canvas, is a no-code tool that lets you build your own, unique front end CRM interface for your organization. That includes the colors, styles, placement of components, size of elements, data operations, page structure and much more.
In this video, you will get an overview of the Canvas builder, along with its primary purposes and benefits. Additionally, you will learn in detail the top 5 benefits of using this feature.
Useful link: Customizing Record Detail Page Using Canvas Builder
What is the Zoho CRM Canvas?
A powerful design builder and editing tool
Correct
Well done! Zoho CRM Canvas is a powerful design builder and editing tool.
A workflow feature
Incorrect
Sorry! Zoho CRM Canvas is a powerful design builder and editing tool.
New administration tool
Incorrect
Sorry! Zoho CRM Canvas is a powerful design builder and editing tool.
You can use only pre-defined templates and not build a Canvas view from scratch
True
Incorrect
Sorry! You can use pre-defined templates as well as build a Canvas view from scratch
False
Correct
Well done! You can use pre-defined templates as well as build a Canvas view from scratch
What are the primary benefits of using Canvas design?
Data reorganization and bespoke design
Incorrect
Sorry! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience
Better CRM adoption, Increased efficiency and an Unified CRM experience
Incorrect
Sorry! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience
All of the above
Correct
Well done! The primary benefits of using Canvas design are data reorganization, bespoke design, better CRM adoption, increased efficiency as well as an unified CRM experience
What does the lack of UI intuitiveness in data display affect?
CRM adoption among sales teams
Correct
Well done! The lack of UI intuitiveness in data display affects CRM adoption among sales teams
Loading time
Incorrect
Sorry! The lack of UI intuitiveness in data display affects CRM adoption among sales teams
Lead conversion rate
Incorrect
Sorry! The lack of UI intuitiveness in data display affects CRM adoption among sales teams
Zoho CRM Canvas is a zero code feature.
True
Correct
Well done! Zoho CRM Canvas is a zero code feature
False
Incorrect
Sorry! Zoho CRM Canvas is a zero code feature
Which tool in Canvas helps you create the visual impact that is required for your organization?
Styling Options
Correct
Well done! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization
Data addition
Incorrect
Sorry! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization
Canvas view assignment
Incorrect
Sorry! Styling Options is the tool in Canvas that helps you create the visual impact that is required for your organization
Canvas can be implemented across CRM for different roles
True
Correct
Well done! Canvas can be implemented across CRM for different roles
False
Incorrect
Sorry! Canvas can be implemented across CRM for different roles
What can you do with the tools provided by Canvas?
Build your own, unique front end CRM interface for your organization
Correct
Well done! You can build your own, unique front end CRM interface for your organization
Change ownership of records
Incorrect
Sorry! You can build your own, unique front end CRM interface for your organization
Assign tasks to reps
Incorrect
Sorry! You can build your own, unique front end CRM interface for your organization
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