Creating Zoho CRM Views Can Be the Most Important Skill You Learn
This video tutorial helps you 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. We review how to modify the Criteria pattern. At the end there is a quick overview on adding a custom view to the Home screen.
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If you are interested in getting a copy of my Zoho CRM QuickStudy Guide to help you learn even more about Zoho, you can get a copy from Amazon in the Kindle version- https://amzn.to/2BWHZyY or a print, spiral bound copy- https://amzn.to/2PK44U8
If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM
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