Скачать или смотреть How to create view in Leads module

How to create view in Leads module

Step 1. How to Create View in Leads module
Step 2. Click Leads module
Step 3. Click on All Leads View
Step 4. Click on Create View Button
Step 5. Enter View name
Step 6. Specify Criteria
Step 7. Choose Columns
Step 8. Share with this
Step 9. Click on Save button
Step 10. View Created in Leads Module

1. How to Create View in Leads module
In this video we will show you how to create Custom View inside Zoho CRM

2. Click Leads module
Sign into your Zoho CRM account then go to Leads module

3. Click on All Leads View
In the Leads module, move your mouse pointer to the list view's drop-down as shown here

4. Click on 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 Criteria
Specify your Criteria to filter the records

7. Choose Columns
Select the columns to be displayed in the View mode

8. Share with this
Choose any of the three options as to who can see this view

9. Click on Save button
Click Save button to save the changes you have made

10. View Created in Leads Module
Congratulations!! you have successfully created a View in Leads module in Zoho CRM