CRM NextGen | Managing Module Views

Managing Module Views
An overview of module views
Your CRM system contains an ever-growing database of customer information, transactional records, product portfolios, and other data. If your users can leverage this data to make better decisions and take quicker action, your business has a higher ...
Managing List Views
A List View is a grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Creating Kanban Views
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...
Using Zoho Sheet View
You can tap into the power of spreadsheets within your CRM account using Zoho Sheet View. In this view, you'll be able to access your module's data in the spreadsheet format.This mode of working is particularly convenient when you need to make ...
Customizing Module View Using the all-new Canvas design suite
Businesses and data are cohesive entities that exist and grow together. The more people you meet and transactions you make, the more information you're going to accumulate in your database—so it's important to keep your growing database clean and ...
Map View
Filter nearby records, auto-fill addresses from suggestions Map View is currently available for users across the IN DC. Overview The Map View brings location data in Zoho CRM to life by plotting your records as pins on an interactive map. Instead of ...

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