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.

Classic View

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. 

1. KPIs: My Open Deals, My Leads, My Untouched Deals, My Today's Calls. 
   
2. Custom views: My Deals Closing this Month, My Open Tasks, Today's Leads, and My Meetings.
3. Funnel: My Pipeline Deals by Stage.
   

Manager's Home Page

Admins often wear multiple hats as they have various responsibilities - discussions with stakeholders, meeting customers, monitoring team progress and business performance, addressing customer issues, maintaining sales progress, etc.  Their daily activities revolve around a variety of data that is stored in different modules. How tedious can it be to move back and forth between the data to find crucial information everyday? To ease this Zoho CRM provides a custom home page called Manager's Home 

The Manager's Home view, provides a bird's-eye view of the happenings of sales containing data on leads, revenue, deals, etc. This view is listed under the Classical View dropdown and it will be only available based on role hierarchy. The Admins, and all users except the users in the lower-level roles (i.e users who do not have any sub roles) will have access to the Manager's Home. For example, in an organization consisting of the CEO, Manager, Admin and Employees, except the lower-level role Employees everyone will have access.

The list of components that will be displayed by default are:

1. Deals created This month
   
2. Revenue this month
   
3. Deals Closing This Month
   
4. Overdue Activities 
   
5. Last 4 Quarter Performance 
   
6. Leads By Source This Month
   
7. Anomaly In Leads Created This Quarter 
   
8.  Pipeline By Stage  
   
9. Anomaly In Deals Closure Amount This Quarter 
   
10.  Top 10 Open Deals This Month  
    
11. Top 10 Closed Deals This Month 
    
12. Big Deals Lost This Month 
    
13. Pipeline By Reps This Quarter 
    
14. Top 20 Accounts By Revenue This Year
    
15. Top 10 Reps By Revenue This Quarter 
    
16. Top 10 Reps By Activity This Quarter 
    

You can further customize this view based on your requirement. You can add components that you want to view specially or delete the components that won't fit your business needs from this default list.

Note: 

1. Among the Classic view, User's Home, and Manager's view, the last accessed page will be set as the default home page. However, if custom home page is shared with a user, then their default view will always be the custom home 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 Pages

By default, the Customized Home page is displayed for all users based on their roles. If Customized Home page is not created or activated for a role, 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

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 and this will become their default home page, each time they log in to Zoho CRM. They can switch to other views when required.

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.
   
4. Choose a  Dashboard from the drop-down list and select components that you want to add in the Home page.
   

   
   

5. Click Custom Views.
   
6. Choose a  Module from the drop-down list and select components to add custom view components.
   

   
   

7. Resize or move the components around to organize the page once all the required components are added.
   
8. Click Save & Share.
   
9. In the  Edit Properties window, do the following:
   

   
   

   • Specify a name for the customized home page.
     
   • Choose the roles of the users with which you want to share this page.
     
   • Add a description.
     
   • 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

1. In the Home tab, go to the User's Home from the drop-down on the top right corner.
   
2. Click More > Add Component.
   
3. In the  Add Component pop-up window , do the following:
   
   • In the  Get from field, choose from
     
     • Dashboard
       
     • Custom View
       
     • Widgets
       
     Dashboards
     
     • Select the Dashboard from which you wish to add the component and enter the Component Name and click Save.
       
       
       
       The selected dashboard is added as a Component in your Home tab.
       
       
     Custom View
     
     • Select the module and the required custom view and enter the Component Name and click Save.
       
       
       
       The selected custom view is added as a Component in your Home tab. Only 10 records are listed per page. You can proceed to further pages using the Navigation arrows.
       
       
       
     Widgets
     
     • In Get from field choose Widgets and click Next.
       
     • You can add a widget from the list or click +Create New Widget to create a new widget.
       
     • In  create a new widget page do the following.
       
       • Enter the Name, Description and choose the preferred hosting type from the drop down list.
         
       • To host internally
         
         • Select Zoho from the hosting drop down list.
           
         • Upload the file of your application.
           
         • Provide the index page URL for your application and click Save.
           
       • To host externally
         
         • Choose External from the hosting drop down list.
           
         • Provide the Base URL for your application and click Save.
           

To know more about working with widgets click here.

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.