In this tutorial, we’ll learn, how we can create custom views in Zoho CRM on the basis of specific criteria.
In this module, we’ll be working on is, Leads to show you the process. You can use same process on any module of your choice too.
In the Leads module, from top left corner, click on dropdown (currently selected All Leads)
Click on New Custom View
A new screen will appear.
Next step is to specify criteria on the basis of which you want to cream a custom view. We can do filtration on the basis of any field available in the dropdown. Let’s do it with an example.
Example: Let suppose you want to create a custom view for all the Emails which contains domain name gmail.com
Type any Name for the View. (currently: Untitled View)
From fields’ dropdown, select Email
Next to it, select Contains from dropdown
Type “gmail.com”
Click Save
All the Leads containing gmail.com will now be added in this custom view named Gmail.
In the future, when there will be further leads containing gmail.com in them, they will automatically be added in the Gmail custom view as well.
We can add different criteria to create different views as per our requirements.
Watch the below step by step video tutorial on how to Create a Custom View in Zoho CRM.