How to save a view in Zoho CRM

October 08,2019 02:13 PM

You want to save a lookup of contacts

To save a lookup of contacts (group) in Zoho CRM create a view

1.  Go to Zoho CRM

2.  Go to the area you would like to create a view in.  Here we will be using contacts

3. On the top left select the view drop down list

4.  Go to the bottom of the list and select create view

5.  Select the field you are basing your lookup on

6.  Select the logic

7.  Select the value you are basing your lookup on

8.  Customize the column order you would like saved

9.  Select who you would like to share the view with

10.  Name the view

11. Select Save


If you would like to follow along with a quick video here is a YouTube video https://www.youtube.com/watch?v=iQKaG_yGik0 

andreamahoney