Module views give you ways to sort, categorize, and view your records. they help you prioritize your tasks by viewing only those records that you need the most. In Zoho CRM, you can choose to view the records in three different ways: List view, Kanban view, and Canvas view.
List Views - In the list view the records are grouped under a defined set of criteria. List views are categorized under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are two types of list views available in Zoho CRM:
Kanban View - Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively.
Canvas View - This option lets you completely personalize the way you view the records. You can either choose from a gallery of design templates or create and customize one that suit your business needs. The design layout editor lets you define additional customizations to the records display.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: email@example.com
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.