Getting Started - Modules


Modules refer to an entity such as Contacts, Leads, Opportunities, etc.

BzCRM consists of various area, called Modules, which contain the tools necessary for Sales, Support, Marketing, Project Management, Calendar and Activity Management, and more.

To create a more focused experience while using BzCRM, it’s advised that you hide the modules that your company doesn’t use.

Configuring Modules

The key preferences with respect to the modules can be configured right from here. Settings that can be configured in Module Manager are illustrated below.

Example: The wide variety of setting options Lead Module include:

S1 No. Field Name Description
1 Module Layouts & Fields Navigates you to Fields and Layout Editor where you can configure fields of selected module
2 Edit Workflows Navigates you to Workflows feature where you can set up new workflows on selected module
3 Edit Picklist Values Navigates you to Picklist Editor where you can customize picklist fields of selected module
4 Module Sequence Numbering Navigates you to Customize Record Numbering feature where you can modify default record numbering of selected module
5 Setup Webforms Navigates you to Create New Webforms
6 Setup Workflows Navigates you to Create/Edit your workflows
7 Lead Conversion Data Mapping Exclusively for Leads. Navigates you to Lead Mapping feature where you can map fields before converting leads

Deactivating Module(s)

Module Manager displays the list of all modules available in your BzCRM account. You can disable the modules that doesn’t meet your business requirements by unchecking the checkboxes beside them. Unlike Profiles, if modules are disabled in Module Manager, they will not be available for use for all users across your BzCRM account. However, you can easily enable the modules to bring them back in action by clicking on the checkbox beside that module.

Follow few simple steps to enable or disable modules in BzCRM

  1. Click icon
  2. Click Settings
  3. Click Module Manager
  4. Check the checkbox to enable or Uncheck the checkbox next to specific field to disable it

Admins can now move the custom modules from one app category to another.

Note! If you want to limit certain users from accessing the modules, you can use Profiles in the Users Management section under Settings