How To Customize Zohoo Crm Home Page 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 ... Customizing the CRM setup page consists of the following four steps: Step 1. Add groups in the setup page. The groups represent the category under which you classify the CRM features. For example, in the standard setup the groups are - Channels, Users and Controls, Automation etc. A customized home page with the relevant components can be created for users in particular roles, to ensure every person is on the same page with respect to business data. This video will show you how to create customized home pages and make them accessible to users from a particular role. Configure your Zoho CRM homepage efficiently | Home page ... - YouTube Use custom fields, buttons, and layouts to capture various information from your prospects, create custom views, relate information, test customization before rolling out, and even localize the language and currency to fit your users. Multi-page Layouts. Use the arrow to move your components around, and the squares in the center of each side to resize. Click save and you're done - you know have your own Zoho CRM home page, customized to meet your needs! Check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free ... Home Tab | Online Help - Zoho CRM Customizable CRM Software | Zoho CRM Customization Personalizing Your Zoho CRM Home Screen (Video) Learn how to customize your home tab efficiently for your CRM account. https://help.zoho.com/portal/en/kb/cr... https://www.zoho.com/crm/resources/ For more such videos, check out the... This quick guide demo shows how to customize your homepage dashboard inside Zoho CRM. In this demo, we show an example of what a sales rep dashboard may look like for an organization. ...more... How to Customize Your Homepage Dashboard In Zoho CRM - YouTube Customizing CRM Setup Page | Online Help - Zoho CRM Home Page Customization |Customization |How-to-videos - Zoho CRM Users with Customize Zoho CRM permission can customize Home page. To create Customized Home Page 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. CRM | Customizing Home Tabs | Knowledge Base - Zoho Corporation

How To Customize Zohoo Crm Home Page



Configure Your Zoho Crm Homepage Efficiently Home Page How To Customize Zohoo Crm Home Page - How To Customize Zohoo Crm Home Page

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