Working with List Views on Zoho CRM

/Working with List Views on Zoho CRM

A view in ZOHO CRM 2016 is grouping of records based on the defined set of criteria. These views are beneficial for displaying the data according to your business requirement. For example if you want to track down the leads which are lost and you want to display it with particular user you can achieve this by using view.

The Standard List views is the preset provided by Zoho CRM which is ready to be used by your team members. With Standard List Views, users can modify and sort the order of the columns in the list. However, one cannot delete these list of views.

Custom List Views, on the other hand, is where users can create, modify and delete the custom views on their Zoho CRM dashboard. Youcan also sort the order of the columns in the list.

List views are usually categorised under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down.

The views can be created for every modules like leads, contacts, potential and so on. So predefine the criteria and get the view of your data as per the business requirement.

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By | 2020-10-26T10:45:56+10:00 May 9th, 2019|Tutorials, Zoho CRM|0 Comments

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