BUSINESS TO CONSUMER -EXAMPLE PROCEDURE TO CUSTOMIZE B2C- (SECOND PART)

Step1: Customize Leads Page Layout

1) Log in to Zoho CRM with Administrator privileges.

2) Click Setup > Customization > Layouts.

3) In the Edit Page Layout page, move the mouse pointer over the Company field and select the check box.

4) Drag and drop the Company field to the List of Removed Fields.

5) Click Save

Step 2: Customize Potentials page layout

1) Log in to Zoho CRM with Administrator privileges.

2) Click Setup > Customization > Layouts.

3) In the Edit Page Layout page, move the mouse pointer over the Account Name field and select the check box.

3) Drag and drop the Account Name field to the List of Removed Fields.

4) Click Save.

Step 3: Customize Quotes, Sales Orders, and Invoices page layout

1 )Log in to Zoho CRM with Administrator privileges.

2) Click Setup > Customization > Layouts.

3) In the Edit Page Layout page, move the mouse pointer over the Account Name field and select the check box.

4) Drag and drop the Account Name field to the List of Removed Fields.

5) Click Save.

Once the Account Name field is made an optional field, your Sales Representatives can associate business opportunities with the Contacts (Consumers) as per the B2C process.