Layout Design & Final Setup
Organize your fields, design the perfect layout, and complete your custom CRM setup.
Overview
Now that you’ve created all your fields, it’s time to organize them into an efficient workspace. This step determines how you and your team will interact with lead data daily.
Drag & Drop Layout Design
Your CRM has two main display areas to organize:
Table Header Section
Table Header Section
Purpose: Quick visibility and scanning of leads
Best For:
- Name, Phone, Email (essential contact info)
- Status and Priority fields
- Quick-reference information
- Fields you need to see at a glance
Limitations:
- Limited horizontal space
- Avoid overcrowding (5-7 columns maximum)
- Mobile users see fewer columns
Pro Tip: Prioritize fields you scan most frequently
Field Resizing Guide
Table Fields (Horizontal Only)
- Adjust column width using right edge handles
- Test different sizes to find optimal balance
- Consider content length when sizing
Expandable Fields (Width + Height)
- Resize both dimensions for text fields
- Create logical groupings with similar sizes
- Larger fields work well for detailed information
Testing Your Layout
- Preview with real lead data
- Check mobile responsiveness
- Ensure important fields remain visible
Layout Best Practices
Table Section Tips
Table Section Optimization:
âś… Do:
- Keep to 5-7 columns maximum
- Prioritize most-scanned information
- Use short, clear field names
- Test on different screen sizes
Recommended Fields:
| Priority | Field Type | Example |
|---|---|---|
| High | Contact Info | Name, Phone, Email |
| High | Status | Lead Status, Priority |
| Medium | Quick Reference | Source, Last Contact |
Your Custom CRM is Complete!
Congratulations! You now have a fully customized CRM tailored to your business needs.
Action Buttons Overview
Your CRM includes powerful one-click actions for efficient lead management:
Communication Actions
| Action | Function | Requirements |
|---|---|---|
| Send message directly from lead record | WhatsApp logged in on your device | |
| Call | Start call instantly with click-to-call | Phone integration configured |
| Schedule Message | Schedule automatic follow-ups | WhatsApp connected in Raion Hub |
| Send emails without switching apps | Email account connected |
Lead Management Actions
| Action | Function | Purpose |
|---|---|---|
| Distribute | Assign leads to team members | Workload management |
| Update Status | Change lead progression stages | Pipeline tracking |
| Add Notes | Track interactions and updates | Conversation history |
Adding New Leads
Your CRM supports multiple lead entry methods:
Manual Entry
Manual Lead Addition
Perfect for individual leads and quick entries:
Steps:
- Click “Add” button in Active Leads or Lead Bank
- Fill in required fields using your custom form
- Save to immediately add to your workspace
Best For:
- Walk-in customers
- Phone inquiries
- Networking contacts
- Quick one-off entries
Managing Your CRM
Safe Modifications
âś… Safe to Change Anytime:
- Field names and labels
- Field sizes and positions
- Dropdown options and colors
- Display preferences and filters
- Layout organization
Use Caution With
⚠️ Handle Carefully:
- Don’t delete fields with existing data
- Best practice: Move unused fields to “Available Fields” instead
- Data preservation: Deleting removes all historical information
- Team impact: Changes affect all workspace members
Team Collaboration
Your CRM setup enables seamless team collaboration:
| Feature | Benefit |
|---|---|
| Shared Layout | All team members see the same organized interface |
| Individual Preferences | Personal sorting and filtering options |
| Role-Based Access | Control what data each member can see/edit |
| Real-time Updates | Changes sync across all team members instantly |
Platform Compatibility
Desktop Features
Desktop Capabilities (Full Experience)
âś… Complete Features:
- Full customization capabilities
- Drag-and-drop layout design
- Table Settings and field management
- Complete field management
- Multi-window workflows
- Advanced filtering and sorting
Recommended For:
- Initial CRM setup
- Complex data entry
- Bulk operations
- Detailed analysis
Auto-Save Feature
Your layout changes save automatically as you make them:
- Real-time saving: Changes apply immediately
- No data loss: All modifications are preserved
- Flexible editing: Rearrange fields anytime
- Instant updates: Team sees changes immediately
Quality Assurance
Test Your Layout
Add a sample lead and verify all fields work correctly
Team Feedback
Have team members test the interface and provide input
Iterative Improvement
Make adjustments based on actual usage patterns
Documentation
Share field purposes and usage guidelines with your team
Next Steps
Now that your CRM is set up, continue building your lead management system:
- Importing & Adding Leads – Bring in existing contacts
- Account Setup – Connect for automatic lead capture
- Roles & Permissions – Set permissions and roles