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:

My Open Tasks
My Meetings Today
Amount by Stage.

“My Today’s Open Tasks” component will be supported in the future updates.

User's home page

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

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.

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

Quick tip: You can tap on any component to expand and view more details.

To switch between home pages

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

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