CRM - Zoho Sheet View

CRM - Zoho Sheet View

You may find it easier to use Zoho Sheet View to edit records in bulk. It opens up the module's data in a Zoho Sheet spreadsheet in a new browser tab with the most important fields of the records as columns.

Using Zoho Sheet View you can:
  1. View/update select few fields for multiple records in the custom view
  2. Add new records to the custom view
  3. Avoid switching back and forth between multiple record pages
  4. Save time and effort
  5. Stay more focused and efficient
To open Zoho Sheet View:

1. In the applicable module (e.g. Leads, Contacts, Accounts, or Deals), select 'Actions' on the right-hand side at the top of the page:



2. 

Read and acknowledge the instructions:



Note that these may change over time compared to the screenshot above.

3. Make any changes e.g. update the preferred currency for each Account:



4. Remember to ensure the changes are saved:



5. You can then close the Zoho Sheet tab and return to CRM.

It's recommended to test using Zoho Sheet View before you updated a lot of records.



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