Build a module

Create a module, its fields and its stages.

• What a module is and when to use oneModules are record types you build yourself, such as Properties, Tickets or Client payments, with their own fields, board and links.
• Create your own moduleAdd a module from a ready-made solution or from scratch, give it a name, icon and colour, and choose whether it has a board.
• Add and arrange a module's fieldsAdd fields of any type to a module, make them required or calculated, and choose what the list and the quick form show.
• Set up a module's stagesGive a module a board, then add, rename, recolour, reorder and delete its stages and mark which ones are won and lost.
• Attach a module to other recordsLink a module's records to deals, leads, contacts, companies, team members or other modules, show them as tabs, and use module fields elsewhere.
• Decide who can see and change a moduleWho may build modules and their stages, and how roles set who sees, creates, changes, deletes and exports a module's records.
• Switch a module off or delete itHide a module from the menu and keep its records, or delete it for good, and what to do when its payments still count.