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, Reports, Dashboards, VoCs, 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.

Classic View

User's Home Page

Individual users can customize the Home tab for their own account in User's Home Page. You can add components and build your homepage your way. These components can be dragged-and-dropped, resized and moved around to fit well on the page, enabling you to configure the layout the way you want.

Customized Home Page

Switch between the Home Pages

To switch to other views

1. In the Home tab, click the drop-down at the top right corner.
   
2. 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 or profiles. They can switch to other views when required. Each time they log into the CRM, the last home page that was selected will be displayed.

To create Customized Home Page

1. Go to Setup > Customization > Customize Home Page.
   Alternatively, you can also go to the Home Tab, click the drop-down on the top right corner and select Customize Home Page.
2. Click New Home Page.
   
   
3. Click Dashboard Components and then choose a Dashboard from the drop-down list. Select the components that you want to add in the Home page.
   
   
4. Click Custom Views/Modules and select a Module from the drop-down list. Choose the components you would wish to add. 
5. Resize or move the components around to organize the page once all the required components are added.
   
6. Click Save & Share.
   
7. In the Edit Properties window, do the following:
   
   
   
   • Specify a name for the customized home page.
     
   • Add a description.
     
   • Choose who you wish to share the page with from the following options:
     - Users
     - Groups
     - Roles and subordinates
     - Profiles
     - Territories and subordinates
     
   • Click Save.

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

Drag-and-drop the Kiosk you want to add to you home page view

Reports

1. My Open Activities
   
2. Rich Text
   
3. Quick Links
   

Once you log into Zoho CRM, on the bottom right corner of the page, click the Recent Items icon.



This displays upto 20 recent activities that were added/modified in CRM. You can click on any record to go to the record's details page.

Check Reminders

1. Log in to your Zoho CRM account, click the Reminder icon at the bottom right corner.
   
   
2. This displays the activity reminders in CRM. Scroll through the reminders to view more. Click on a reminder to see its details or Dismiss it from the list.
   
   

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

1. Click the [Module] tab. (For eg. Leads, Contacts, Accounts, etc.)
   
2. In the [Module] Home page, select the list view that you want to edit.
   
3. Click the Edit link.
   
4. 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.
5. Click Save.
   
   The changes will be applied to the related components in the Home tab.