Zoho CRM just leveled up how you work with your data. With three powerful new list views—Grid View, Chart View, and Timeline View—you can now analyze and edit your CRM records faster and more intuitively than ever.
In this breakdown, we’ll explore each of these new views, how they can boost your productivity, and when to use each.
? Grid View: Inline Editing Meets CRM Flexibility
Grid View transforms your CRM into a spreadsheet-style workspace, allowing you to edit records inline—no need to open each one individually.
Key benefits:
- Edit fields like revenue, lead status, or deal stage directly in the list view.
- Create new records by simply typing across the row.
- Apply aggregate functions like sum, average, or max to numeric columns.
- Perform bulk edits to fields like lead source across multiple records.
- Maintain full access to actions like sending emails or creating tasks from the three-dot menu.
Grid View is perfect for high-volume edits and reviewing lists at scale—especially if you love the feel of Excel but need the power of a CRM.
? Chart View: Visualize List Data Instantly
Chart View brings dashboard-level visualizations into your list views. No need to jump to the Analytics tab—you can build real-time bar, pie, or line charts directly from the module view.
Use cases:
- Group leads by source and count their volume.
- View deals by stage with total revenue per stage.
- Instantly spot funnel bottlenecks or lead source effectiveness.
This view empowers sales reps and managers alike to see trends without needing admin-level analytics access.
? Timeline View: Date-Based Pipeline Clarity
Think of Timeline View as a lightweight Gantt chart for your CRM. It plots records based on start and end dates, letting you monitor timelines at a glance.
Perfect for:
- Tracking expected close dates across deals.
- Visualizing team workloads over time.
- Updating dates by simply dragging records across the timeline.
For sales teams with longer cycles or project managers tracking deliverables, Timeline View is a game-changer for spotting delays and ensuring accountability.
✍️ Bonus Update: Rich Text for Notes
Finally, Zoho CRM notes now support rich text formatting. That means you can:
- Bold important details
- Add bullet points and headers
- Improve clarity and structure in your internal notes
This seemingly small upgrade makes your CRM notes far more readable and useful across your team.
❓ FAQ: Zoho CRM List Views
Q1: Can I use Grid View to update multiple records at once?
Yes, Grid View supports bulk updates. Just select the records, choose the field to update, and apply the change in one go.
Q2: Is Chart View the same as a dashboard?
Not exactly. Chart View offers quick visualizations for module data. Dashboards are more robust and typically set by admins.
Q3: What fields work in Timeline View?
Any date-based fields like “Expected Close Date” or “Creation Date” can be used to plot records on a timeline.
Q4: Can I use rich text in all CRM notes now?
Yes, rich text formatting is supported across all note fields in Zoho CRM as of the latest update.
Q5: Will layout rules or wizards affect these views?
Yes. If layout rules or wizards are enabled, some actions (like creating a new record) will still use the standard form.
These updates are more than just cosmetic. They reflect Zoho’s ongoing mission to make CRM tools faster, more accessible, and user-friendly.
Which view are you most excited to use? Let us know!