How to Create Custom Views in Zoho CRM | Kim Mclachlan Demo | Dynamic Digital Solutions

How to Create Custom Views in Zoho CRM

In this step-by-step video, Kim Mclachlan from Dynamic Digital Solutions shows you how to create Custom Views in Zoho CRM—helping you quickly access the data that matters most to your business.

 

With screen recordings and practical tips, Kim walks you through how to filter, sort, and display records based on your specific needs. Whether you're managing leads, deals, or contacts, you'll learn how to tailor your workspace for maximum efficiency.

 

🛠️ In This Video:

 

How to access and create custom views

Tips for filtering and sorting data effectively

Best practices for naming and organising views

Time-saving tricks for better CRM navigation

 




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