CRM | Managing Module Views

Managing Module Views
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 ...
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 ...
Using CRM View for Activities
For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
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 ...
Managing List Views
A List View is 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 ...
Module Views - An Overview
Introduction Businesses, irrespective of industry, all have one thing in common—an ever-growing database. From customer information to transactional records, product portfolio, or even communication bytes—your data of all types grows at the same pace ...

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