Organize your home page in Android app

Organize your home page in Android app

Your homepage acts as a progress tracker, bringing together all the important details you need, such as meetings, deals, leads, and more.

Even though the mobile screen has limited space, you can drill down into each component you have added, such as dashboards, widgets, or custom views, to see more details.
 

Types of homepages  supported in the app

 Classic view 

This is a system-defined homepage that cannot be customized. In the mobile app, the Classic view includes three components:
  1. My Open Tasks
  2. My Meetings Today
  3. Amount by Stage.
Notes
“My Today’s Open Tasks” component will be supported in future updates.
 

 User's home page 

This is a personalized homepage where you can access the components you’ve added in the Zoho CRM web.

Customized home page 

This homepage is specific to your role and profile. Once created or shared with you, it can be accessed on mobile.
 
Learn more about home pages in Zoho CRM.
 

Home page components supported in the app 

Dashboards 

Dashboard components added to the Zoho CRM homepage provide a quick visual summary of your key metrics and data.

Notes
1. Stage and Waterfall dashboard components will be supported in future updates.
2. Dashboard components for the homepage can only be created from Zoho CRM web. Learn more

 Custom views 

Custom View components display filtered lists of records from selected modules based on conditions you define.

For example, if the selected module is Leads, the custom views could be My leads, Open leads, Converted leads, or Junk leads. Custom view components can only be created from the Zoho CRM web.

Notes
Custom view components can only be created from the Zoho CRM web. Learn more
 

Widgets 

Widgets created for your customized (role/profile-based) homepage can be accessed on mobile if they’re made mobile-compatible.

Learn how to create a widget component
Idea
Quick tip: You can tap on any component to expand and view more details.

 To switch between home pages 

  1. Navigate to the home module.
  2. Tap on the homepage dropdown.
  3. Select the homepage you want to view.