Creating Views in Zoho CRM
This video tutorial teaches you how you can build your own Zoho CRM Views. I start with showing you how to create a simple view and then build on that same view to have Zoho produce the filtered list that I want to display. We then progress to more complicated views that include date and owner filters.
Finally we review a pre-created view with 9 criteria rows that include OR statements. Any view with OR statements requires that you modify the Criteria pattern, so I show you how.
At the end there is a quick overview on adding a custom view to the Home screen.
I truly believe that creating your own Zoho CRM Views is one of the most important skills you can learn. Once you understand how to this concept, it is easy to move to reports and dashboards.