Creating and Cloning Views for CRM Modules

List Views:

 

List Views are a customer segment based on a set criteria. These views allow a User or organisation to segment records within a module providing a sub set of data that can be viewed and/or managed separately within a module.

Zoho CRM provides a number of List Views within each module however Users can create Custom Modules also based on their requirements

 

1.     How to create a List View

 a.     Click into the module that requires the List View i.e. Leads, click into All Leads drop down then select +Create View

b.     Name the View, Specify Criteria using the field drop down option.

c.      Add additional criteria by selecting + after completing each element line of the criteria.

d.     Choose Columns from available categories to be displayed within the View. The view can be shared with other people of the organisation or it can be private then click Save

 

2.     How to Clone a List View

 a.     Click into the relevant Module i.e. Leads, select the View that you wish to clone

b.  Cover over the cursor over the view to see the Edit option.

c. Scroll to the bottom of the Edit page and select Clone. Choose new name and Specify Criteria and select sharing options if required then save the record.

Filtering for List Views:

List Views can be filtered based on numerous criteria with a maximum of 25 filters per View.

Criteria options include String Fields such as First Name, Mobile, Company. Additionally, there are Numeric fields such as Age, Percentage and Decimal. Date and Date/Time fields can be selected. Also, Boolean points such as Email Opt Out and Active/Not Active

ZOHO provides a number of List Views within each module however Users can create Custom Modules also based on their requirements

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