How-to Videos
Scenarios and Examples
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
Scenarios and Examples
With Canvas, redesign the page to your liking in terms of design, data organization, and functionality. Before that, explore this video to understand the enormous possibilities you can achieve with Canvas.
We will do this by showcasing a handful of specific examples for each key feature. These top notable features of Canvas, with the corresponding examples, will help you learn how to leverage the options available to build what you need.
By the end of this video, you will have a handful of ideas and pointers needed to set out on your Canvas journey and build your own CRM page.
Useful Link: Customizing Record Detail Page Using Canvas Builder
Using Zoho CRM Canvas styling options, you can
Add branding in to CRM pages, that is reminiscent of your products and services and company culture
Incorrect
Sorry! Both branding and visual cues can be added.
Add visual cues to the design
Incorrect
Sorry! Both branding and visual cues can be added.
All of the above
Correct
Well done! Both branding and visual cues can be added using the styling options.
When to use illustrations/icons in the page design?
To visually represent data
Correct
Well done! Adding Illustrations/icons in the page design is a great way to visually represent data
To organize data elements
Incorrect
Sorry! Adding Illustrations/icons in the page design is a great way to visually represent data
Which is helpful to get a 360 degree view of the customer's record?
Adding related lists
Correct
Well done! Adding related lists helps to get a 360 degree view of the customer's record
Adding sections
Incorrect
Sorry! Adding related lists helps to get a 360 degree view of the customer's record
Adding icons
Incorrect
Sorry! Adding related lists helps to get a 360 degree view of the customer's record
What is conditional visibility?
Highlight components based on a certain condition
Incorrect
Sorry! Conditional visibility, shows or hides a component based on a certain condition
Show or hide a component based on a certain condition
Correct
Well done! Conditional visibility, shows or hides a component based on a certain condition
What is conditional styling?
Highlight components based on a certain condition
Correct
Well done! Conditional styling, highlights components based on a certain condition
Show or hide a component based on a certain condition
Incorrect
Sorry! Conditional styling, highlights components based on a certain condition
What is the benefit of rearranging data in the page?
Placing the top priority fields prominent on the page
Incorrect
Sorry! Rearranging data helps to place top priority fields prominent, as well as reduces the time spent in hunting down key information
Reduce the time spent in hunting down key information.
Incorrect
Sorry! Rearranging data helps to place top priority fields prominent, as well as reduces the time spent in hunting down key information
All of the above
Correct
Well done! Rearranging data helps to place top priority fields prominent, as well as reduces the time spent in hunting down key information
What is color coding of data?
Highlight key information with specific colors to indicate importance
Correct
Well done! Color coding of data highlights key information with specific colors to indicate importance
Arrange data in a specific manner
Incorrect
Sorry! Color coding of data highlights key information with specific colors to indicate importance
How to represent data in a tabular manner?
Using only Table element
Incorrect
Sorry! You can represent data using table, line separator or tabs element
Using only Line separator and Tabs element
Incorrect
Sorry! You can represent data using table, line separator or tabs element
Using Table, Line separator or Tabs element
Correct
Well done! You can represent data using table, line separator or tabs element
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