Module Layout

1

Modules are sections setup in Zoho CRM to seperate different types of information. Each module will follow the same layout structure excluding the Home Page and Documents modules. There are 10 active Modules being used by Bestline Business Funding. These include:

  • Home Page

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  • Agents

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  • Businesses

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  • New Deal / Renewal / Addon

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  • Commissions

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  • Funding Companies

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  • Employees / I.C.

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  • Vendors

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  • 1099

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  • Documents

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Module Layout

1
Each module will follow the same layout structure..

  • Home Page

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • Agents

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  • Businesses

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  • New Deal / Renewal / Addon

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • Commissions

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • Funding Companies

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  • Employees / I.C.

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • Vendors

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • 1099

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

  • Documents

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec molestie mi ac ornare commodo. Mauris ut risus libero. Fusce congue lobortis porttitor. Nullam luctus enim in massa molestie laoreet.

Module Layout

. Each module will follow the same layout structure..