Organizing the homepage in Zoho CRM iOS 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, such as dashboards, widgets, or custom views.
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:
- Open Activities
- My Meetings Today
- Amount by Stage.
The “My Today’s Open Tasks” and "My Today's Appointments" components will be supported in future updates.
User's home
This is a personalized homepage where you can access the components you’ve added in the Zoho CRM web.
Customized home
This homepage is specific to your role and profile. Once created or shared with you, it can be accessed on mobile.
Manager's home
This homepage displays key business metrics such as leads created this month, revenue generated from deals, the Last 4 quarters' performance overview, any anomalies in current trends, and more.
Types of 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 defined 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. Learn more
Widgets
Widgets created for your customized homepage (role/profile-based) can be accessed on mobile if they’re made mobile-compatible.
Widget view components can only be created from the Zoho CRM web. Learn more
Quick tip: You can tap on any component to expand and view more details.
To switch between home
- Go to the home module.
- Tap on the homepage dropdown.
- Select the homepage you want to view.
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