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