Tip #23: Sobre la Vista de Kanban en Zoho CRM
Tips and tricks #23, adaptado de Aishwarya EK¡Hola usuarios!
Una semana más presentamos un nuevo consejo para Zoho CRM, con el objetivo de que podáis aprender cómo usar mejor el software, de acuerdo a vuestras necesidades. Para ver los anteriores, haz clic aquí, y para no perderte ninguno, no olvides seguir a Español Zoho Community.
Tip #23: Sobre la Vista de Kanban en Zoho CRM.
La cantidad de registros que una empresa puede llegar a tener en su CRM puede ser abrumadora. Por ejemplo, si estás en ventas y decides abrir varios módulos de tu CRM podrás ver cientos de registros, cada uno en diferentes etapas de tu canal de ventas. Si sólo se pudieran visualizar por etapas de forma automática... ¡espera, se puede!
La Vista de Kanban de Zoho CRM te muestra todos los registros, agrupados en distintas categorías. Usarla te permite ver de una sola vez cómo está tu canal de ventas, y dónde están los embotellamientos o atascos que impiden que las ventas fluyan.
En este ejemplo hemos utilizado el módulo Tratos. Automáticamente, al cambiar la vista a Kanban los tratos se han agrupado por fase. Con un número mayor de registros, podría verse si los tratos quedan acumulados en una de las etapas y no avanzan a la siguiente, y analizar si existe algún problema por el que los tratos no quedan resueltos.
¿Qué otras funciones te pueden servir si usas la Vista de Kanban?
Cambia de fase con sólo arrastrar entre columnas.
En esta vista no necesitas entrar en el registro para cambiar la fase o el estado en el que se encuentra. Simplemente seleccionándolo y arrastrándolo a la columna que desees, cambiará su fase.
Convierte contactos de otras fuentes a posibles clientes y contactos en tu CRM con un sólo clic.
Si tu Zoho CRM está conectado a otras aplicaciones desde las cuales pueden surgir nuevos contactos que no están registrados en el CRM, puedes añadirlos al mismo de forma sencilla.
- Si utilizas la Vista de Kanban en SalesInbox, puedes añadir prospectos desde la categoría No en mi CRM como un nuevo prospecto, cliente o compañero de trabajo, simplemente arrastrando a la categoría que desees. Puedes encontrar más información en este enlace.
- Si usas la vista de Kanban en el módulo Social, puedes añadir a las personas de la columna Desconocido y hacerlas nuevos posibles clientes o contactos, o asociarlas a posibles cliente sy contactos que se encuentren ya en tu CRM.
¡Y esto es todo por hoy! ¿Has probado la Vista de Kanban? Y si es así, ¿para qué la usas tú? Te leemos en comentarios.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Elsa Perpiñá Subiñas
Raul Hernandez
Javier Morales
Abraham Olivares Arroyo
Sticky Posts
GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM
¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Kaizen #250: Introducing write-enabled Queries: Auto-populating lookup fields during Kiosk-driven Blueprint transitions
Hello Everyone, Welcome back to an exceptional edition of the Kaizen series! Today marks Kaizen #250, an exciting milestone in our journey of exploring, learning, and building with Zoho CRM. Over the past 249 editions, we've covered a wide range of features,How to automatically update a % field according to a dropdown field in the Quote table
Hello there, I have following couples: Success % Status 0% NP 30% No Feedback 50% PR 80% Opp. Concreta 100% A I would like the Success % field (percent) to automatically update based on the item of the Status field (dropdown). The fields are within theSupport for tags on mobile apps?
Hi, please could you suggest when support for tags on the mobile apps is coming?Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.mail did't send for particular email
mail did't send for particular emailGroup settings in Zoho Mail: Manage members, moderation, and spam controls for your organization's groups
When teams rely on group email addresses like team@org.com, hr@org.com, or sales@org.com, managing them without clear controls leads to unapproved senders, flooded inboxes, and no accountability over what gets delivered. Zoho Mail's Group settings inUpdate to Free plan attendee limit
Hi everyone! A quick update about Zoho Webinar's Free plan. We’ve adjusted the Free plan attendee limit from 100 to 20 attendees. Everything else in your Free plan stays the same; you'll continue to have access to all your existing features. If your webinarsPossibility to modify a standard wedget to create my own customized wedget
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavantFeature Request: Include Creator-applicable Deluge updates in the Creator Release Notes
I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we writeAdd home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?Close task on Completion Date entry
This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date theIntroducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especiallyGroups and Moderation
Hi, I have set up a Group in my organisation but am having trouble with moderation. The members are a mix of addresses within the organisation and external emails addresses. The issue is how to set moderation to be off whenever any of the members sendsIntroducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRMZoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touchingArchiving Contacts
How do I archive a list of contacts, or individual contacts?Introducing the New Zoho Assist Quick Support Plugin
We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,What's New - June 2026 | Zoho Backstage
Hello everyone! We’ve rolled out a new set of improvements across Zoho Backstage to help you manage events more efficiently and provide a better experience for your attendees. Take a look at what’s new in this month’s update. Assign attendees later andMore Zia AI capabilities are included across additional Zoho Desk editions
Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,Summer release '26 should be called Enterprise Summer Release '26
Summer release '26 should be called Enterprise Summer Release '26 because almost all updates or the more useful ones, are limited for Enterprise subscriptions. us with Basic or Premium susbcriptions are basically left in the cold.Previous conversation title on new messenger widget translation
The title of previous conversations title on the new messenger widget personalisation appears in english even when spanish is selected as default languageExport Tickets from the Help Center
Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administrationAccount Duplication Control in Zoho CRM
The Goal Prevent users from creating duplicate Account records in Zoho CRM. Accounts should be sourced from ERP and synced into Zoho—no. Allow to create Accounts if they don't exist in our ERP. What I've Implemented removed Account creation permissionsError 1011 saving website personalisation — blocking all changes (corrupted "home_page.content" field)
When trying to save changes under Settings → Brands → MY COMPANY → Website → Personalisation → Messenger, I receive the following error: "Either the request parameters are invalid or absent" upon checking on the developer console of the browser I getCanvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)
Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-inThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youIssue embedding image Zoho Books email signature
I am trying to embed my company logo to my email signature using the image url tool on the settings but I keep getting the following error: Enter a valid public image URL I am using a public link from either WorkDrive or OneDrive and I still get the sameE-Mail Distribution List
How do I create an e-mail distribution list in Zoho Mail?Tip #80- Secure Connect: Add an Extra Layer Before You Connect – 'Insider Insights'
Tip 80 – Secure Connect: Add an Extra Layer Before You Connect – 'Insider Insights' Hello Zoho Assist Community! Picture this: your support team relies on unattended access to keep the business running. Servers need overnight patches. Remote workstationsBusiness Whatsapp is not Showing
I’ve attached a screenshot from the Zoho CRM Android app when clicked the call button. It is showing Personal WhatsApp, which is not installed on the phone. Also, the installed WhatsApp Business account is not showing.How to access a unified inbox for more than one zoho accounts (using paid workplace services)
Hello, we are using zoho for a few months and also suggest your services, setting them up for our clients. Several from our clients, our company as well, use more than 1 email addresses. Using the web version, we are only able to add them as accountsModify a standard wedget to create my own customized wedget ?
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavantAdvanced Formatted Resume Templates for Applications
Advanced Formatted Resume Templates can now be created and used directly from the Applications module, with support for application module fields. Until now, Advanced templates were limited to the Candidates module. That meant resumes generated from ApplicationsZoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report forBoost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add customZoho CRM Community Digest - June 2026| Part 2
Hello Everyone! Welcome to the second half of our June Zoho CRM Community Digest! We are keeping the momentum going with powerful updates to filter out unnecessary email syncs, a revamped CRM Import tool, smarter follow-up updates in cadences, and ZiaMigrate from Zoho Mail to G Suite
I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.Zoho Desk Android app - Option to set an email template as default
Hello everyone! We have enhanced the Email Template section in our app by introducing the ability to set a template as default directly from the Zoho Desk Android app, making it easier to access your preferred template without repeated manual selection.Zoho Desk Android and iOS app update: Odia Language
Hello everyone! We have now brought in support to access the Zoho Desk app in Odia language. Please update the app to the latest version directly from the Play Store/ App Store or using the links below: Zoho Desk - Play Store Zoho Desk - App Store OnceHow to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.Next Page