Zoho CRM Split View: Stop Doom Scrolling and Segment Records Fast
If your Zoho CRM list view feels like doom scrolling, Split View is the fix.
Split View is a module view in Zoho CRM’s NextGen UI that lets you take one module like Deals or Leads and break it into multiple categorized tables based on a picklist, a user field, or criteria you define. The result is multiple scrollable panels side by side, so you can work segments without constantly filtering or building endless custom views.
Watch How to Stop Switching Between CRM Tabs
What Split View is, in plain English
Split View takes a big list and slices it into smaller lists automatically.
Instead of:
- One massive list view
- Constant filters
- Too many saved views
You get:
- Multiple segmented tables on one screen
- Each panel independently scrollable and interactive
- Faster context switching because you do not leave the module
Why it matters
Split View is a productivity upgrade because it makes segmentation visible at the same time.
Example use cases:
- Deals split by revenue bucket: Small, Medium, Large
- Deals split by Deal Owner so a manager can see each rep’s pipeline in one screen
- Leads split by Lead Source Type so your team can work each stream differently
The win is that you can triage and take action across multiple segments without bouncing around.
How to set up Split View in Zoho CRM
Zoho’s setup flow is straightforward:
- Go to a module like Deals, Leads, or Contacts
- Click Module Views and select Split View
- Name your Split View
- Choose how many records each split should display (this applies to all splits)
- Choose the split type:
- Picklist
- User
- Criteria
- Define your splits and choose the columns you want to see
- Save
You can also edit, reorder, or delete splits later from the more menu on the view.
What you can split by
Zoho supports three ways to break up the data:
1) Picklist or User splits
This is the fastest to set up and best for operational segmentation.
Examples:
- Stage, Priority, Region, Lead Source Type
- Record Owner
2) Criteria-based splits
This is where you can get more specific.
Examples:
- Overdue follow ups
- High value deals closing soon
- Accounts with no activity in 30 days
You can add multiple splits using different criteria definitions.
Bonus features: charts and creating records
Two small details that make Split View more than just a fancy layout:
Turn a split into a chart
Each split panel can be viewed as a chart for quick insights.
Create records from Split View
You can create new records directly from Split View, but only when the split is based on a picklist or user field. Zoho notes there are exceptions where record creation is not supported, such as permission limitations or certain field types.
Admin notes that matter
Required permission to create or edit
To create and edit Split View configurations, the user needs Manage Views permission.
Edition limits
Zoho documents Split View limits by edition:
- Free: 1
- Standard and Professional: 5
- Enterprise: 10
- Ultimate: 25
Pro tip: build Split Views around how work gets done
Do not make a Split View just because you can.
Start with the list your team works every day, then split it into the segments that drive different actions.
Good first Split Views:
- Deals by Stage or Owner
- Leads by Source Type or Status
- Cases by Priority or Status
If the CRM becomes a workspace instead of a spreadsheet, adoption goes up and your data gets cleaner because people actually use it.
This is a Heading
If you want help designing Split Views that match how your team actually works so Zoho CRM becomes a workspace, not a spreadsheet, reach out to book a call at the link in bio.
