{"id":840,"date":"2017-09-18T20:54:12","date_gmt":"2017-09-18T20:54:12","guid":{"rendered":"http:\/\/support.gaconnector.com\/?p=840"},"modified":"2020-08-25T07:35:43","modified_gmt":"2020-08-25T07:35:43","slug":"customize-zoho-crm-lead-layout","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/customize-zoho-crm-lead-layout\/","title":{"rendered":"Customize Zoho CRM Lead Layout"},"content":{"rendered":"<p>If you have installed the GA Connector Fields to your Zoho CRM, your Lead Report most probably looks like this:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-1-1-1.png\" alt=\"GA connector fields in Zoho CRM\" width=\"784\" height=\"449\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>It would be better if the report would look arranged and organized so that you can easily find the data that you need.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-2-1.png\" alt=\"GA Connector fields in Zoho CRM\" width=\"1082\" height=\"605\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>Customize Zoho Lead Report Layout<\/h2>\n<ol>\n<li>Click on\u00a0<strong><span class=\"c5\">Setup\u00a0<\/span><\/strong>&gt;\u00a0<strong><span class=\"c5\">Customization\u00a0<\/span><\/strong>&gt;\u00a0<span class=\"c5\"><strong>Modules and Field<\/strong>s<\/span>. Click on the more options button for\u00a0<strong><span class=\"c5\">Leads\u00a0<\/span><\/strong>and then select\u00a0<strong><span class=\"c5\">Layout<\/span><\/strong><span class=\"c2\">.\u00a0<img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-2-1-1.png\" alt=\"Customize Zoho Lead Report Layout\" width=\"1364\" height=\"507\" \/><\/span><\/li>\n<li>You will then be shown a page where you can edit the current Standard Layout where you will see options to add new fields and\/or new sections.<img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-3-1.png\" alt=\"Standard Layout Zoho CRM\" width=\"1336\" height=\"613\" \/><\/li>\n<li>To add a new field or section to the report, you just need to drag and drop your chosen field or section to the right. To achieve the sample report above, drag a New Section to the right.\u00a0<img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-4-1.png\" alt=\"New section in Layout Zoho CRM\" width=\"1366\" height=\"672\" \/><\/li>\n<li>Name the New Section as First Click Data (GA Connector) or any name that you prefer.\u00a0<img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-5-1.png\" alt=\"New section in Layout Zoho CRM\" width=\"1060\" height=\"623\" \/><\/li>\n<li>Then drag the First Click GA Connector Fields from the Lead Information Section down to the newly created section you just created.\u00a0<img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-6.png\" alt=\"New section in Layout Zoho CRM\" width=\"836\" height=\"504\" \/><\/li>\n<li>Do the same for other sections you may like to create and then click\u00a0<strong><span class=\"c4\">Save Layout.<\/span><\/strong><\/li>\n<\/ol>\n<p>Once completed, you will not see the newly arranged and organized report for your Leads.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pasted-image-0-7.png\" alt=\"GA Connector fields in Zoho CRM\" width=\"1082\" height=\"605\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have installed the GA Connector Fields to your Zoho CRM, your Lead Report most probably looks like this: &nbsp; It would be better if the report would look arranged and organized so that you can easily find the data that you need. &nbsp; Customize Zoho Lead Report Layout Click on\u00a0Setup\u00a0&gt;\u00a0Customization\u00a0&gt;\u00a0Modules and Fields. Click [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"aside","meta":{"footnotes":""},"categories":[32,16,23],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/840"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=840"}],"version-history":[{"count":20,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/840\/revisions"}],"predecessor-version":[{"id":2119,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/840\/revisions\/2119"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=840"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=840"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}