Things That Work Well in ZOHO CRM: – Sheet View
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.