In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal of a deal or lead. In Zoho CRM, you can track the history of such picklist values each time it gets updated. In addition to this, you can also see the changes in the related fields and its values with respect to a record's transition to different stages.
Lets take a few examples to understand this further.
Scenario 1. The sales manager wants to pinpoint the stage in the lead conversion process that shows a major stagnation. So, he tracks the "lead status" picklist field to find out the amount of time a lead spends at a particular stage. The tracking showed that the lead was held at "not contacted" stage for 15 days before moving to "contacted". It was easier to track this update since every transition of "lead status" was recorded.
Scenario 2. The sales manager wants to track the variation in the total amount that is quoted for every Quote stage. So, he enables tracking in "Quote stages" and chooses "Amount" as the related field of a record.
You can enable tracking for one picklist field per module. The history tracking for the mentioned field will be enabled across all the layouts. In the Picklist History related list, we will display 4 default fields namely picklist values, duration, modified time and modified by. Aside from this, you can include 10 additional fields.
To enable history tracking
You can view the tracking history of a record as well as the other selected fields right under the record's related list.
You can also select the fields to be shown in the picklist history related list and unselect the unwanted fields.
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