In running with our blog theme of offering you various Zoho 'Tips and Tricks' I though this simple, little known, but highly useful function would be well received, the Zoho Sheet View.
Picture it: You have a load of leads that you want to update on mass, you cannot use the Mass Update Leads tool though, because there is no generic rule that can be applied to mass update them, you need to go through several dozen leads and update one by one and face the ugly prospect of having to edit and save each record in turn.
But wait, why not use the Zoho Sheets View function? "The what?", I hear you say...
Without exception every time I show new customers this feature in Zoho CRM, I am met with the sounds of 'Wow', or 'Awesome'... but in fact this feature has been an integral part of Zoho CRM for years.
Zoho Sheet is an online spreadsheet app that allows you to view your data in spreadsheet format. It can be used on its own of course, much like Google Sheet, click here for more details, but when integrated to Zoho CRM it really comes into its own.
To make use of the Zoho Sheets View function, follow these steps:
First, if you want to edit filtered data then you need to bear in mind whatever you want to see and edit in the spreadsheet view, has to be created in the CRM view.
To start, go to the required module (leads, Accounts, etc) and make sure you have setup your required View (aka 'filter', including the relevant columns you want to see in the spreadsheet view.
If a filter is not required, fine, but you will still need to make sure the required columns are visible. For more information on setting up Views why not watch our video, here.