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Keep Your Sales Pipeline Organized with Custom Views 📈
Greetings, fellow salespeople! Are you tired of sifting through endless lists of deals in Zoho CRM? We know the feeling. That’s why we’ve put together this guide to help you create custom views for deals in just a few easy steps. With custom views, you can filter deals by criteria that matter the most to you and your team. This will help you save time, stay organized, and boost your sales performance. So, without further ado, let’s get started!
Introduction: Understanding Views in Zoho CRM
Before we dive into creating custom views, let’s first understand what views are and how they work in Zoho CRM. In simple terms, views are pre-built or custom-made filters that organize records based on specific conditions or criteria. By default, Zoho CRM comes with standard views for leads, contacts, accounts, and deals. However, you can create custom views using a combination of filters, fields, and sorting options.
The benefits of using custom views in Zoho CRM are many. Custom views help you:
| Benefits of Custom Views |
|---|
| Save time by only seeing deals that matter to you |
| Stay organized by grouping deals by stages, owners, amounts, etc. |
| Focus on high-priority deals by setting up alerts and reminders |
| Track your sales performance by viewing key metrics and trends |
| Collaborate with your team by sharing your custom views |
Now that you know the benefits, let’s move on to creating custom views for deals in Zoho CRM.
How to Create a View for Deals in Zoho CRM
Step 1: Navigate to the Deals Module
The first step is to open Zoho CRM and navigate to the “Deals” module. This is where you’ll create and manage views for deals. If you’re not sure how to access the Deals module, follow these simple steps:
- Log in to your Zoho CRM account
- Click on the “Deals” tab in the top menu bar
Step 2: Click on the “Views” Dropdown Menu
Once you’re in the Deals module, you’ll see a list of deals by default. To create a view, click on the “Views” dropdown menu located at the top-right corner of the screen. This will reveal a list of pre-built and custom views.
Step 3: Click on “Create New View”
To create a new view, click on the “Create New View” option located at the bottom of the “Views” dropdown menu. This will open up the “New View” window.
Step 4: Define the Name and Criteria of Your View
In the “New View” window, you’ll have to define the name and criteria of your view. Here’s a breakdown of each field:
| Fields in the “New View” Window | Description |
|---|---|
| Name * | The name of your view. Make it descriptive and easy to remember. |
| Show * | The type of records you want to show in your view. Select “Deals” in this case. |
| Conditions | The criteria you want to use to filter your deals. You can use multiple conditions and operators (AND, OR). |
| Group By | The fields you want to group your deals by. This will help you see patterns and trends in your data. |
| Sort By | The fields you want to sort your deals by. You can choose ascending or descending order. |
| Columns | The fields you want to display in your view. You can choose up to 15 fields. |
| Visibility | The visibility of your view. You can make it private or share it with your team. |
Step 5: Save and Apply Your View
Once you’ve defined the name and criteria of your view, click on the “Save” button at the bottom of the “New View” window. This will save your view and apply it to your deals list. You can access your view anytime by clicking on the “Views” dropdown menu and selecting your view.
Step 6: Customize Your View Settings (Optional)
If you want to further customize your view settings, click on the gear icon located next to your view’s name. This will open up the “View Settings” window, where you can modify your view’s fields, filters, grouping, sorting, and sharing options.
Step 7: Enjoy Your Custom View!
Congratulations! You’ve just created a custom view for deals in Zoho CRM. Now you can enjoy the benefits of having a personalized and organized sales pipeline. But don’t stop here – experiment with different criteria and conditions to find the best view for your needs.
Frequently Asked Questions (FAQs)
1. How many custom views can I create in Zoho CRM?
You can create up to 20 custom views in Zoho CRM. However, you can create more views by upgrading to a higher plan.
2. Can I share my custom views with my team members?
Yes, you can share your custom views with your team members by changing the visibility settings of your view. You can make it private or public, or share it with specific users or roles.
3. Can I use custom fields in my views?
Yes, you can use custom fields in your views as long as they’re available in the Deals module.
4. Can I set up alerts or reminders based on my custom views?
Yes, you can set up alerts or reminders based on your custom views by using the “Notifications” feature in Zoho CRM. This will notify you or your team members of any new or overdue deals.
5. Can I filter my deals by probability or forecast in my custom views?
Yes, you can filter your deals by probability or forecast in your custom views by using the “Probability” and “Forecast” fields in the “Conditions” section.
6. Can I use advanced filters like “Contains” or “Does Not Contain” in my views?
Yes, you can use advanced filters like “Contains” or “Does Not Contain” in your views by using the “Custom” option in the “Conditions” section. This will allow you to create complex filters based on keywords, tags, or other criteria.
7. Can I delete or edit my custom views?
Yes, you can delete or edit your custom views anytime by clicking on the gear icon next to your view’s name and selecting the “Delete” or “Edit” option.
8. How do I know which view is currently applied to my deals list?
You can see which view is currently applied to your deals list by looking at the “Selected View” dropdown menu located at the top-right corner of the screen. This will show you the name and criteria of your current view.
9. Can I import or export my custom views?
Yes, you can import or export your custom views by using the “Import Views” or “Export Views” feature in the “Views” dropdown menu. This will allow you to share your views with other Zoho CRM users or save them for future use.
10. How do I create a view for closed/won deals only?
To create a view for closed/won deals only, go to the “Conditions” section of your view and set the criteria to “Deal Stage” is “Closed/Won”. This will filter out all the deals that are not closed/won.
11. How do I create a view for deals assigned to a specific user?
To create a view for deals assigned to a specific user, go to the “Conditions” section of your view and set the criteria to “Owner” is “[user name]”. This will filter out all the deals that are not assigned to the selected user.
12. How do I create a view for deals with a high probability or amount?
To create a view for deals with a high probability or amount, go to the “Conditions” section of your view and set the criteria to “Probability” or “Amount” is greater than or equal to “[value]”. This will filter out all the deals that have a lower probability or amount than the selected value.
13. How do I change the sorting order of my custom view?
To change the sorting order of your custom view, go to the “Sort By” section of your view and select the field you want to sort by. You can then choose ascending or descending order by clicking on the corresponding arrow icon next to the field name.
Conclusion: Get More Deals with Custom Views
By now, you should have a good understanding of how to create a view for deals in Zoho CRM. We hope this guide has been helpful and informative for you. Remember, custom views are a powerful tool that can help you stay organized, save time, and close more deals. So, don’t hesitate to experiment with different criteria and conditions to find the best view for your needs. If you have any further questions or feedback, feel free to leave a comment below. Thanks for reading!
Take Action!
Ready to take your sales game to the next level? Start creating custom views for deals in Zoho CRM today! You’ll be amazed at how much more productive and efficient you can be with a well-organized sales pipeline. Don’t wait – start streamlining your workflows and closing more deals today.
Closing Disclaimer: The Views Expressed Herein Are Those of the Author and Do Not Necessarily Reflect the Views of Zoho CRM
This article is intended to provide general information and guidance on how to create a view for deals in Zoho CRM. While the author has made every effort to ensure the accuracy and completeness of the information provided, Zoho CRM makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
