Freshsales offers four core modules– leads, contacts, accounts, and deals– to create and track your sales process. In addition to these 4 modules, you can also create additional modules, or custom modules, that are relevant to your business process and capture additional information.
To understand this better, let us consider an example. Consider your company is in the Real Estate space and sells properties to buyers. With custom modules, you can create properties as a separate module and track information specific to a property.
|Note: Admins can create a maximum of 10 new modules. This does not include the existing 4 core modules|
Here’s how you can create ‘property’ as a custom module:
- Go to Admin Settings > Module customization and click. This brings up the ADD MODULE overlay.
- Assign your module a Singular name and choose an icon to represent the module. The plural name and the internal name will be automatically generated.
- Add a description to set the context for users and click.
This creates a new module and takes you to a dedicated page where you can create and modify fields related to the newly created module. To know more about how to create and personalize fields on your custom module, refer to this article.
Linking a custom module with Leads/Contacts/Accounts/Deals
You can use lookup fields to link your custom module with the core modules–Leads, Contacts, Accounts, and Deals. To know more about creating a lookup field, refer to this article.
In the case of our example, you can create a Property field lookup titled ‘Property interested in’ and link it with the Contacts module. This allows you to create and link Properties with contacts from the Contact landing page.