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A Customer Relationship Management (CRM) system is an extremely powerful tool for any business. Out of the box, the tool gives your team access to more data than ever before. However, your CRM can become even more powerful once customized, unlocking deeper insights for company-specific use cases.
With so much data and so many records, organization is key. Page layouts refer to how fields, sections, and related information are arranged on a specific page within the CRM. These layouts are designed to provide users with a tailored and intuitive interface that aligns with their roles, workflows, and business processes. The primary goal of page layouts is to enhance user experience, streamline data entry, and optimize the visibility of crucial information.
In Insightly, Page Layouts allow you to:
Admins on any Insightly plan can edit default page layouts. Professional and Enterprise plan members can create additional page layouts.
Simple Permissions will apply to all users when you use your updated default layout. With Advanced Permissions, you can create multiple layouts and assign layouts to user profiles.
Custom page layouts in Insightly are object-specific, allowing for granular customization based on modules such as leads, contacts, and opportunities. When creating a new layout, admins can choose the target module and begin defining the arrangement of fields, sections, and related lists based on the unique needs of users working with that module.
Insightly users can further enhance the usability of custom page layouts by leveraging conditional formatting. This feature allows dynamic changes to the appearance of fields or sections based on the values within them. For example, you can highlight urgent tasks or overdue activities, providing visual cues that aid quick decision-making.
Tailoring the User Experience: Custom page layouts empower businesses to shape the CRM interface to align seamlessly with their unique workflows. Insightly’s customization of page layouts extends to user roles, ensuring that different teams or departments within an organization can optimize layouts for their specific requirements. Whether you’re a sales representative, a support agent, or a manager, you can have a custom page layout that caters to your role, presenting information most relevant to your responsibilities.
Industry-Specific Adaptations: Every industry has distinct processes, terminology, and priorities. Insightly’s custom page layouts allow businesses to adapt their CRM to suit industry-specific needs. Whether you’re in healthcare, manufacturing, or professional services, customizing your CRM ensures that it becomes a powerful tool that reflects the nuances of your business, ultimately enhancing your team’s productivity and efficiency.
Streamlining Workflows: A well-designed custom page layout can significantly streamline workflows by placing essential information at the forefront. Users can arrange fields, sections, and related data to minimize clicks and optimize data entry efficiency. This saves time and reduces the likelihood of errors, contributing to overall workflow efficiency.
Enhanced Decision-Making: Custom page layouts enable businesses to present critical information visually intuitively, aiding in more informed decision-making. Users can create layouts that directly showcase key metrics, analytics, and performance indicators on the CRM interface. This real-time access to data ensures that decisions are based on up-to-date information, contributing to the organization’s overall success.
Ready to implement custom page layouts for your CRM? Watch a demo on demand, or get a personalized Insightly demo with a team member today.