Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referrals received from referral partners), with our accounts within the accounts module.
We currently have a "Referrals" related list on every account that lists all historical deals associated with the account.
Our goal is to utilize and organize the data and information within the related list in a way that allows us to have tabs of each year in which the corresponding deals for that year are organized.
Ex. A tab for 2023 deals, and a tab for 2024 deals., etc. for every year of activity in the CRM.
Corresponding deals would be listed within each tab on the related list and there would ideally be a count total for the deals in that year.
I realize we can run reports and leverage analytics dashboards as a workaround but that's best for admins and doesn't allow other users like sales team members like AEs, SDRs, BDRs, etc. to manage, monitor and benchmark deal activity in real-time within the account itself.
The related list does not have a default or custom solution option for implementing this as of yet.
I've spoken with other Zoho users and I've learned that there appears to be a need outside of our own for some similar functionality.
I've also contacted Zoho One support a few times to look into it and request a further evaluation of the addition by the product team but am not sure where this falls on the priority list.
Figured I'd share within the community in hopes that we can get some support from the product team with more customization and functionality in this regard as we head into the upcoming new year.
Looking forward to your feedback!
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