B2C Tutorial

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Procedure to customize Zoho CRM for B2C scenario
Step1: Customize Leads Page Layout
Step 2: Customize Potentials page layout
Step 3: Customize Quotes, Sales Orders, and Invoices page layout

In Zoho CRM, Business-to-Business (B2B) type of business process data is populated. However, customers can customize the CRM business process to Business-to-Consumer (B2C) by using the Zoho CRM Customization tools. 

In a typical B2C business process, Company Name (Account Name in Zoho CRM) is an optional field, hence before using Zoho CRM for B2C type scenario, System Administrator has to customize Leads, Contacts, Potentials, Quotes, Orders, and Invoices modules.

Best Examples of B2C Companies: amazon.com, ebay.com, or any company directly selling products to consumers.

Procedure to customize Zoho CRM for B2C scenario

• Customize Leads page layout
• Customize Potentials page layout
• Customize Quotes, Sales Orders, and Invoices page layout

Step1: Customize Leads Page Layout

1. In Zoho CRM, log in with Administrator privilege.
2. In the Setup -->Lead Settings page, click the Edit Page Layout hyperlink.
3. In the Edit Page Layout page, click on for the Company field.
   
   
4. In the Edit Field Properties pop-up page, disable the Mandatory check box for Company field and click OK.
   
   
5. In the Edit Page Layout page, click Save.

Step 2: Customize Potentials page layout

1. In Zoho CRM, log in with Administrator privilege.
2. In the Setup -->Potentials Settings page, click the Edit Page Layout hyperlink.
3. In the Edit Page Layout page, click on for the Account Name field.
4. In the Edit Field Properties pop-up page, disable the Mandatory check box for Account Name field and click OK.
5. In the Edit Page Layout page, click Save.

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

1. In Zoho CRM, log in with Administrator privilege.
2. In the Setup -->Quotes/Sales Order/Invoice Settings page, click the Edit Page Layout hyperlink.
3. In the Edit Page Layout page, click on for the Account Name field.
4. In the Edit Field Properties pop-up page, disable the Mandatory check box for Account Name field and click OK.
5. In the Edit Page Layout page, click Save.

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

If you are looking for a personalized walk through of Zoho CRM implementation for B2C process, please contact us at: support@zohocrm.com