Things That Work Well in ZOHO CRM: - Sheet View

Introduction here

As far as I know Sheet View is exclusive to ZOHO CRM. A common task (chore) in the management of any CRM system is editing large swaths of data at once. Some systems like Oasis CRM only give you a really crappy (trust me) mass update function. Other systems like Salesforce make you export to Excel to update a bunch of records and then re-import. (not fun)

ZOHO has a great mass update function that works as expected but sometimes you want to be able to change selected records as a group. For example changing just certain records to a new sales territory without changing all of them at once. You want to be able to get a view of all the possibles, sort as needed and then make the changes as needed. Common problem in the CRM admin world and until now I have not seen a good solution until I started working with the ZOHO CRM Sheet View.

Check it out. In this case I want to add a Sub-Territory to the main Territory. All I have to do is create a custom list view of the information. Press the ZOHO Sheet View link and I get an instant ZOHO Spreadsheet of the exact data presented in a new browser tab.

Once I am in the ZOHO Sheet View I can use any normal spreadsheet functions to copy, add cells change case, whatever I want can be done in the spreadsheet and when I hit save the records are automatically updated in the CRM system.

Very well implemented feature, totally useful, easy to use and HUGE time saver.

Adam Stone is a Zoho CRM customer and CEO/Founder of D-Tools Software.

6 Replies to Things That Work Well in ZOHO CRM: - Sheet View

  1. I would love it if the mass update feature would make you do it only a page at a time. I would love to be able to do it truly en mass.

  2. I would love it if the mass update feature would make you do it only a page at a time. I would love to be able to do it truly en mass.

  3. I tried this to update Campaign Source for leads, but it didn't work for me. I displayed 50 leads on a page with Campaign Source included as a field in the view. Then I hit sheet view and edited/copied down campaign source ID as needed, repeating the exercise for each set of 50 records displayed. I hit Save in Sheet view but ZOHO CRM was not updated. Any ideas?

  4. I tried this to update Campaign Source for leads, but it didn't work for me. I displayed 50 leads on a page with Campaign Source included as a field in the view. Then I hit sheet view and edited/copied down campaign source ID as needed, repeating the exercise for each set of 50 records displayed. I hit Save in Sheet view but ZOHO CRM was not updated. Any ideas?

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