How to Create View in Accounts Module in Zoho CRM
1. How to Create View in Accounts Module in Zoho CRM
2. Click Accounts Module
3. Click All Accounts
4. Click Create View Button
5. Enter View Name
6. Specify the Criteria
7. Choose Columns
8. Share the View with
9. Click Save
10. View has been Created in Accounts Module
1. How to Create View in Accounts Module in Zoho CRM
In this video we will show you how to create view in Accounts module in Zoho CRM.
2. Click Accounts Module
Sign in to your Zoho CRM account and go to Accounts module.
3. Click All Accounts
In the Accounts module, click All Accounts to open the drop-down list as shown here.
4. Click Create View Button
Now click Create View button to proceed.
5. Enter View Name
In the New View page, enter the custom View Name
6. Specify the Criteria
Specify your Criteria to filter the records
7. Choose Columns
Choose the columns to be displayed in the View mode by selecting them from available options.
8. Share the View with
Choose any of the three options as to who can see this view.
9. Click Save
Click Save button to save the changes you have made.
10. View has been Created in Accounts Module
Congratulations!! You have successfully created a View in Accounts module inside Zoho CRM
