Although Zoho CRM includes 18 different modules (Contacts, Accounts, Invoices, etc.) it’s possible that some may not be relevant to your business. Tabs (a/k/a Modules) can be repositioned or removed from the tab bar in any Zoho CRM edition; you’ll need administrator privileges to make the change. Here are the steps to reorganize your tabs.
Go to Setup > Customize > Select Modules
- Click the Manage Modules Button.
- Select the tab name to add or remove to your tab bar.
- Use the arrows in the center to move between the unselected and selected tabs.
- Use the arrows on the right to move the position of the tab on the tab bar.
- Click save when done.
Removing modules from the tab bar view may have unintended consequences For example, removing the Potentials module disables a user’s ability to view the pipeline component on his/her home page.