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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 organizing views
  • Time-saving tricks for better CRM navigation

Perfect for users looking to clean up their dashboards, streamline workflows, and boost productivity within Zoho CRM.

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