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 desired [Module], let's say Leads.
2. Move the mouse pointer over the list view drop-down and click the Create View link.
3. Enter a Name and Description for the view.
4. Select the fields to be displayed in the custom list view.
5. Select the users who can see this view.
6. In the criteria section, specify the criteria based on which the group has to be formed.
For instance, all leads whose lead source contains the word "webinar" would be classified as a group.
7. Click Save.
Now all the leads would be grouped under the custom list view called "Lead source - webinar".
To navigate to this view all you have to do is click the list view drop-down in the [Module] page and select it from the list.
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