How Can You Use Zoho CRM’s Canvas View to Create a Visually Personalized Interface for Your Teams?
Canvas View lets you design custom UI layouts in Zoho CRM—presenting data with colors, images, and formatted blocks to match your team's workflow and visual preferences.
Access Canvas Builder:
Go to Setup → Customization → Canvas → Choose the module (e.g., Leads or Deals).
Design Your View:
Drag and drop widgets like text fields, icons, charts, and images.
Use conditional formatting to color-code based on field values (e.g., red background for Hot leads).
Apply to Users or Roles:
Assign different Canvas Views to different teams or roles (e.g., sales vs. support).
Switch Between Views:
Users can toggle between List View, Kanban View, and Canvas View based on preference.
Why This Workflow Matters:
Canvas makes data more readable, visually intuitive, and tailored for different departments—improving usability, focus, and CRM adoption.
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