CRM | Module Views | Knowledge Base

Module views
FAQ: Split View
What is Split View in Zoho CRM's NextGen UI? Split View is a special module layout in Zoho CRM's NextGen UI. It enables users to categorize and divide large datasets into smaller, organized segments based on specific fields such as picklist values, ...
Split View
Introduction Split View is a module view in Zoho CRM’s NextGen UI that gives users the power to break down large sets of records into smaller, categorized tables—based on a specific field such as a picklist, user, or any defined criteria. This layout ...
Grid View
Introduction Zoho CRM's grid view allows users to view module data in the form of a sheet. This feature provides a spreadsheet-like interface for managing and viewing your records. With this feature, you can: Create, edit, and manage multiple records ...
FAQ: Grid View in Zoho CRM
What is Grid View in Zoho CRM, and how does it enhance record management? Grid View in Zoho CRM lets you work with your records in a convenient spreadsheet-style layout. It makes it easy to add or update data directly, quickly perform bulk edits, ...
FAQ: Timeline View in Zoho CRM
What is Timeline View in Zoho CRM? Timeline View in Zoho CRM is a visual layout designed to clearly organize records according to their start and end dates. It helps teams like operations or sales onboarding managers track ongoing, completed, and ...
Timeline View
The Early Access Program is now closed for new requests. Thank you for all the valuable feedback and participation. Stay tuned for updates about the next phase. For any questions, feel free to reach out to pilot@zohocrm.com. Availability: Only for ...
FAQs: Chart View
What is a Chart view in Zoho CRM? Chart view presents data visually using formats like pie charts, bar charts, column charts, donut charts, and more. This feature allows you to see your records in various chart types and apply filters to narrow down ...
Using chart views in modules
Available in Enterprise and Ultimate editions Limit A maximum of 5 chart views can be published Permissions related to this feature Chart view can be accessed by all, but editing, deleting, publishing, and re-publishing require enabling the Chart ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.