How to Create Custom Views in Zoho CRM

Creating custom views in Zoho CRM is a powerful feature that allows you to filter and search leads based on various criteria, making it easier to manage your customer relationships. In this guide, we will walk you through the steps to create a custom view, ensuring that you can tailor your search to meet your specific needs.

What is a View in Zoho CRM?

In Zoho CRM, views are customizable search filters that allow you to search leads based on various criteria such as date, status, or custom fields. This tool is particularly useful for managing and organizing leads effectively. You can choose to filter leads based on their creation date, such as Today's Leads or Yesterday's Leads, or you can create more complex criteria based on specific conditions.

Step-by-Step Guide to Create a Custom View in Zoho CRM

1. Accessing the Lead Module

To start, log into your Zoho CRM account and navigate to the Leads module. This module contains all the leads that are associated with your business.

2. Utilizing the Dropdown Filter

Once you are in the Leads module, click on the dropdown filter located at the top of the page. This filter will provide you with various options, including the ability to create a new view.

3. Creating a New View

Select Create View from the dropdown menu. This will open the view creation interface where you can name your view and set the criteria.

4. Naming Your View

Provide a meaningful name for your view. This will help you to identify and locate the view later on. For instance, you can name it 'Yesterday's Leads' or 'High-Risk Leads.'

5. Specifying Criteria

After naming your view, you will need to specify the criteria. You can choose to filter leads based on a specific date, status, or custom fields. For example, you can filter leads that were created yesterday or leads with a status of 'High Risk.'

6. Selecting Columns

Once you have specified the criteria, you need to choose the columns you want to display. This can include essential fields such as lead name, company, email, phone, and more. By selecting the relevant columns, you ensure that you have all the necessary information at hand.

7. Sharing the View

After setting up your criteria and columns, you will have the option to share the view with other members of your team. You can choose to share it with specific individuals or groups within the organization. This sharing feature ensures that everyone on your team has access to the information they need to manage leads effectively.

8. Saving the View

Finally, save your custom view by clicking on the 'SAVE' button. This will create the view and it will be accessible through the dropdown filter in the Leads module.

Conclusion

Creating custom views in Zoho CRM is a straightforward process that can significantly enhance your lead management capabilities. By filtering and organizing leads based on specific criteria, you can ensure that your sales team has the information they need to close deals more efficiently. With the ability to save and share custom views, you can streamline your workflow and improve productivity.

Frequently Asked Questions

What is the purpose of creating custom views in Zoho CRM?

The purpose of creating custom views in Zoho CRM is to filter and organize leads based on specific criteria such as date, status, or custom fields. This helps in managing and searching leads more efficiently.

How can I share a custom view in Zoho CRM?

You can share a custom view with other team members by selecting the appropriate individuals or groups during the view creation process. This ensures that everyone has access to the necessary information.

Can I edit a custom view in Zoho CRM?

Yes, you can edit a custom view at any time. Simply access the view from the dropdown filter, make the necessary changes, and save the view to update it.

About Aarialife Technologies Pvt Ltd, Pune

Aarialife Technologies Pvt Ltd, located in Pune, India, specializes in providing top-notch solutions for businesses looking to enhance their lead management and customer relationship management processes. By leveraging tools like Zoho CRM, Aarialife helps its clients streamline their operations and achieve their business goals.