How to group records?

            In Zoho CRM, you can group records is using List Views. Each module has some standard list views that group records based on a predefined criteria. You can also create your own list views that groups similar records and share it with other users.

            For example, you can group leads from United States by giving the following criteria: Country is USA.

            Related Link
            Managing Custom Views
            Updated: 29 Sep 2015 12:29 AM
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