The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Dashboards and so on. One quick glance at the components of the Home tab will tell you how your sales activities are faring.
Besides indicating the progress of your CRM activities, the Home tab also serves as a great place to organize your day's work, as well as your teams'. This is possible by means of the three types of "Views" in the Home tab of Zoho CRM.
The Classic View lists 3 standard components: Tasks List View, Today's Events and Pipeline by Stage. With the critical components organized by default, this view helps you plan your day better. The Classic View is unique to a CRM user and shows the respective user's Tasks, Events and Pipeline. This view cannot be customized.
User's Home Page
Individual users can customize the Home tab for their own account in User's Home Page. You can add components that you wish to look in the User's Home. These components can be resized and moved around to fit well on the page.
Customized Home Page
You can also create and share a common view across roles based on what you want them to view. Using the Customized Home Page, you can add components you wish them to look at when they log into CRM. Once Customized Home page is created for a particular role, the users associated with that role will have it as their default page each time they log in to Zoho CRM.
Switch between the home Page
By default, the first created Customized home page is displayed for all the users. If Customized Home page is not created or activated for a role/profile, the Classic view or the User's Home page is displayed based on the user's prior selection. Under the Home tab, you can switch to different Views from the drop-down list on the top right corner.
To switch to other views
- In the Home tab, click the drop-down at the top right corner.
- Select the desired view from the list that you want to switch to.
Create Customized Home Page
You can customize the Home page for users based on what you want them to look at once they log into Zoho CRM. You can share this Home page with multiple roles and this will become their default home page, each time they log in to Zoho CRM. They can switch to other views when required.
Add Components in User's Home Page
In the User's Home Page, you can add components of your choice. Each component will list data from various others modules like the Leads, Potentials, Dashboards etc.
To add components
- In the Home tab, go to the User's Home from the drop-down on the top right corner.
- Click More > Add Component.
In the Add Component pop-up window, do the following:
To know more about working with widgets click here.
Customize Column Headings in Components
In the Customizable view, the components that you add in the Home tab can be list views or data in the form of pipelines, pie charts or bar graphs, etc. For the List View components you can easily add, delete and reorder the columns. You need to make the changes for the list view and the same will be applied to the related components in the Home tab also.
To customize column headings
- Click the [Module] tab. (For eg. Leads, Contacts, Accounts, etc.)
- In the [Module] Home page, select the list view that you want to edit.
- Click the Edit link.
- In the Edit View page, select and move the fields to the Available Columns list box.
After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
- Click Save.
The changes will be applied to the related components in the Home tab.