Can I select a group of records from the List View and follow them?

Can I select a group of records from the List View and follow them?

You cannot follow records from the List View.



To follow a group of records, you can create an auto-follow rule. Or you can have your administrator assign you a group of records to follow by using the Auto-follow rule.

In the Auto-follow Rules section, click Create and specify criteria to filter records.





You are now an auto-follower of these records.
    • Related Articles

    • What do the Categorize by and Aggregate by mean in the Kanban view settings?

      I. The Categorize option allows you to segregate records into different groups for easy understanding. For example, categorizing deals by their stage or leads by their industry. II. The Aggregate by option allows you to select any number field to ...
    • How do I segregate leads using the Kanban view and how can I customize the view?

      Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...
    • How can I group records?

      In Zoho CRM, you can group records by creating a custom list view. Grouping records mean that you will have one field with the same value for all the records in a module. You can specify this as the criteria to create a custom list view. 1. Go to the ...
    • Customizing List View Using Canvas

      In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...
    • How to modify pick list values?

      To add or modify pick list values, do the following: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Customization > Modules and Fields. 3. Click the module you want. 4. Under Layouts, click the required layout. 5. Go to the ...