Is it possible to create a View for Deals that shows the deals seperated by Stage
Hi everyone,
I recently started a trial of Zoho CRM Plus and am exploring its capabilities in comparison to Monday CRM. While I find Monday CRM to have a simpler, more user-friendly layout, Zoho CRM Plus offers many features that are essential for my needs. One aspect I particularly appreciate about Monday CRM is the way deals can be organized by stage in a list view—similar to a Kanban view but displayed vertically, and with the ability to list more information.
My question to the is… Is it possible to create a similar view for managing deals in Zoho CRM Plus? I'm looking for a vertical list view that allows deals to be categorized by their stages, with the flexibility to display detailed information for each deal. To give you a better idea, I am including a screenshot of Monday's layout for reference.
https://postimg.cc/Pp51rpNk
Any insights or guidance on how to achieve this would be greatly appreciated!
I recently started a trial of Zoho CRM Plus and am exploring its capabilities in comparison to Monday CRM. While I find Monday CRM to have a simpler, more user-friendly layout, Zoho CRM Plus offers many features that are essential for my needs. One aspect I particularly appreciate about Monday CRM is the way deals can be organized by stage in a list view—similar to a Kanban view but displayed vertically, and with the ability to list more information.
My question to the is… Is it possible to create a similar view for managing deals in Zoho CRM Plus? I'm looking for a vertical list view that allows deals to be categorized by their stages, with the flexibility to display detailed information for each deal. To give you a better idea, I am including a screenshot of Monday's layout for reference.
https://postimg.cc/Pp51rpNk
Any insights or guidance on how to achieve this would be greatly appreciated!
Topic Participants
Tyler Antosz
Manoj Kumar M
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