Take Control of Your Workflow: Zoho CRM Home Tab Optimization Guide

Did you know that customizing your Zoho CRM Home Tab can help you stay organized, save time, and focus on what matters most by tailoring your dashboard to fit your workflow?

Optimizing your Zoho CRM Home Tab is essential for managing your daily activities effectively and staying organized. Features like Viewing Recent Items, Checking Reminders, and Customizing Headings empower you to access critical information quickly and tailor your dashboard to fit your workflow. These enhancements save time, improve task management, and provide a clearer overview of your priorities. This guide will walk you through these features, helping you streamline your CRM experience and focus on achieving your business goals.

Viewing Recent Items

After logging into Zoho CRM, locate and click the Recent Items icon in the bottom right corner of the page.

This will display up to 20 of the most recent activities added or modified in Zoho CRM. Simply click on any record to view its details page.

Check Reminders

1. Sign in to your Zoho CRM account and select the Reminder icon located in the bottom right corner.

2. This will show the activity reminders in Zoho CRM. You can scroll through the list to view additional reminders, click on a specific reminder to see its details, or dismiss it directly from the list.

Note: The Recent Items, Reminders, and Feedback icons are accessible on the footer across Zoho CRM, regardless of the module you are working in, not just on the Home Tab.

Customize Column Headings in Components

You can enhance your Home Tab by adding components such as list views or data visualizations like pipelines, pie charts, and bar graphs in the customizable view. For List View components, you can modify the columns—adding, removing, or rearranging them as needed. The corresponding components displayed on the Home Tab will also reflect these adjustments.

To customize column headings

1. Navigate to the [Module] tab (e.g., Leads, Contacts, Accounts, etc.).
2. On the [Module] Home Page, choose the list view you want to modify.
3. Click the Edit link to open the editing options.
4. On the Edit View page:
   • Move fields to the Available Columns list box to add them to your view.
   • Rearrange the column order or remove unnecessary columns from the Selected Columns list box.
5. Click Save to apply your changes. These updates will automatically reflect in the related components on the Home Tab.