View Record Details from CRM View
From the CRM View you can have a quick glance at the tasks/meetings/calls and the related lead/contact/deal. It gives you a clear picture of all the necessary details that you need to know before you start the task/event/call and also to complete them.
To view the task details from the CRM view
- In the Calls/Meetings/Tasks tab, select the required list view from the drop-down.
- Click the CRM View icon.
The tasks/events/calls will be listed in CRM view under the four categories. The records will be organized based on the time it was created, i.e the latest ones will be the first in the list.
- Click on a task/event/call to view details of the record and refer additional information such as notes, history of the record, attachments, upcoming actions, email conversations, etc.
Details in the CRM View
In Zoho CRM, you could create a task to send brochures to the leads gathered from a trade show, or have a lunch meeting with a potential customer to negotiate a deal. You could also organize an event for your partners to introduce them to the newly launched product. These types of tasks/events/calls are usually associated to a lead, contact, account, deal, campaign, vendor, invoice, etc.
As a sales rep, if you get a task, you would want to know a lot more before you take it up. Information on the lead or contact the activity is for, upcoming activities, any email conversations relevant to the activity, and important notes may greatly help in completing the assigned work. For this reason, the CRM view expands further to give you a glimpse at these important details related to tasks/calls/meetings.
Clicking on a task/call/meeting, gives you the following details:
Basic Details - Some of the basic fields' values will be available such as date and time, venue, and owner of the activity. You can always expand the records to find out more details.
Notes - Notes added to the task/event/call.
Attachments - Documents attached to the task/event/call.
Links - Custom links configured for the particular record.
UpcomingActions - Any upcoming actions related to the activity.
CRM Right panel
Info - Basic Information of any contacts/deals associated with the activity, Deal Summary, if any and Open Activities are displayed.
Timeline - A history of all activities on the record (in the last six months) are displayed.