As your CRM grows, it’s easy for things to get cluttered. Extra modules pile up, unused sections linger, and before long, your workspace feels overwhelming. The good news? With just a few clicks, you can organize your modules so your system works for you—not against you. In this session, we’ll look at how to remove, disable, rearrange, and create modules to keep your CRM structured, simple, and aligned with your day-to-day needs.
Modules are the backbone of your CRM. They represent the different areas where you store and manage data—like leads, contacts, deals, or custom items you’ve created. Keeping them organized helps you:
Avoid being overwhelmed by unused or irrelevant modules.
Access the information you use most, quickly and efficiently.
Create a system tailored to your workflow or team’s priorities.
By managing modules properly, you’ll keep your CRM clean and user-friendly, even as your business evolves.
To start organizing, head into the Settings menu. From there:
Go to Customization.
Click on Modules and Fields.
This section shows all the modules currently available in your system. Here, you can make decisions about which ones to keep, disable, remove, or rearrange.
Not every module stays useful forever. Sometimes you create one for a project, department, or test—and later realize it’s no longer needed. In those cases, you have two options:
Click the three dots next to the module name.
Choose Delete to remove it permanently.
Toggle the switch off to hide the module from daily use.
This preserves any data you’ve already entered, so you can reactivate it later if needed.
👉 Pro tip: Disabling is usually safer than deleting. You won’t risk losing important data, and you always have the flexibility to bring it back.
Note that you can only delete custom modules. Standard modules can only be hidden or disabled.
The order of modules on the list is the same order you’ll see them in your CRM. To rearrange:
Use the drag handle (the small dots on the left side of each module) if you are on the new UI. If you’re still on the old UI, you can click on Organize Modules on the right-hand side.
Drag and drop modules into the order that fits your workflow.
For example, if you use Sales Inbox daily, move it to the top so it’s always within easy reach.
Sometimes, your business needs something entirely new. That’s when you create a custom module:
Click Create New Module.
Choose whether it will be an Organization Module (visible to everyone) or a Team Module (for a specific group).
Give your module a name.
Add sections and fields that capture the data you need.
Save and close.
For example, if you’re a real estate agent, you might create a Properties module. Inside, you’d build fields for property details, client associations, and statuses.
💡 Note: If you haven’t yet explored how to set up sections and fields, be sure to review that tutorial before diving into module creation—it’s essential groundwork.
A well-organized CRM saves time, reduces clutter, and keeps your team focused on the data that matters most. By removing irrelevant modules, disabling unused ones, rearranging frequently accessed items, and creating custom modules tailored to your workflow, you’ll ensure your system always supports your business—not the other way around.