Organizing the home screen | Zoho CRM for iPhone

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:
  1. Open Activities
  2. My Meetings Today
  3. Amount by Stage.
Notes
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.

Learn more about homepages in Zoho CRM
 

Types of home page components supported in the app 

  1. 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

  1. 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.

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

  1.  Widgets 

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

Notes
Widget view components can only be created from the Zoho CRM web. Learn more
Idea
Quick tip: You can tap on any component to expand and view more details.

To switch between home  

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