How to group records?

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

            For instance, leads from the United States can be created by setting this criteria: Country is USA.

            Related Link
            Managing Custom Views

            Updated: 31 Aug 2017 06:07 AM
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