Data organization is one of the key parts of an effective CRM. Zoho CRM allows many ways to keep your information clean and in order. In this Catalyst Connect video and article, we will help you figure out the best way to organize all of your CRM records using Views and Filters.
Customizing your Zoho CRM using Views and Filters is very important when you are trying to narrow down your records to a specific criteria. For example, you may have over 100,000 leads, but only want to see those who have subscribed to your mailing list. Using Zoho Views and Filters, this process becomes as simple as defining the criteria which you would like to show up.
In Zoho CRM, Views are listed in the dropdown menu on the top left of the window. Views are useful for lists that you will be using more than once, and can have multiple different conditions. Filters, on the other hand, allow you to quickly sort by criteria on the left hand side of your screen. The benefit of Filters is that you can quickly choose and change conditions in order to get the data you want, without having to create a new View every time. Filters and Views can also be used in conjunction; you can add and change new Filters on top of your existing Views.
Our tutorial video (to the right) will walk you through creating your Views and Filters. If you are looking for more business help like this, check out the rest of our blog posts here. Catalyst Connect also offers Custom Software Development. So what are you waiting for? Get in touch with us now!