Delta Data Services LLC

Zoho CRM Tip: Introduction to the Home Tab (Part 1)

Delta Data Services LLC

05.28.21 12:13 PM Comment(s)

Zoho CRM Tip: Introduction to the Home Tab (Part 1)

The Home Tab of CRM indicates progress of all your activities taking place in Zoho CRM. The Home Tab consists of various modules such as Tasks, Potentials, Leads, Dashboards etc. These components walk you through your everyday sales, provides quick report of daily activities and organizes your tasks. This forms to be the first Tab from the left which gives overview of everything happening in the other tabs.

Navigation in the Home Tab is easier if Customized View is selected. This view specifically show Views or filtered lists from the Tabs or Modules of your choice.

 

Examples of Views in the Accounts module could be as follows: 

• All Accounts (this would mean the organizations Accounts included those owned by all users)

• My Accounts (only the Accounts you have entered) 

• Recently Added Accounts 

• Accounts Added Today 

 

Views are a way to look at a subset of your records based on any criteria that you are interested in. 

 

This Home page is showing: 

• A Dashboard from the Opportunities tab of ‘Pipeline by Stage’

• A View from the Leads tab of ‘Today’s Leads’ 

• A View from the Activities tab of Open Tasks’ 

• A View from the Potentials tab of ‘Closing This Month’ 

This was the part 1 of the introduction to CRM Home Tab. In the second part of this blog post, I’ll go over how to edit the Home Tab and how to move components in it, 


In the mean time, contact us for your Zoho Home Tab support by clicking the button below!

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