Home Page Customization
Home Page Customization
Customization
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Home Page Customization
As soon as a user logs in to the CRM account, they land on the Home Page which gives a quick glance into the progress of the different sales activities.
They can view their open tasks, today's meetings, deals by the pipeline, and so on. A glance into the homepage can help them plan and prioritize their daily activities.
Users in superior roles like managers and department heads may prefer to view team's performance dashboards, deals closing this month, revenue this quarter etc. on their home page so that they can get an idea of about how the sales activities are faring without clicking on multiple tabs and generating reports.
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.
Useful link: Customize Your Home Tab
What is the home tab?
The menu section of your CRM account
Incorrect
Sorry! It is a quick indicator of the progress of all your CRM activities.
A quick indicator of the progress of all your CRM activities
Correct
Well done! It is a quick indicator of the progress of all your CRM activities.
The classic view is not editable.
True
Correct
Well done! You cannot change anything in this view.
False
Incorrect
Sorry! You cannot change anything in this view.
What are the main components found by default in the classic view?
Tasks, Activities, Deal
Incorrect
Sorry! Tasks, Events, Pipeline by Stage are found by default in the classic view.
Tasks, Events, Pipeline by Stage
Correct
Well done! Tasks, Events, Pipeline by Stage are found by default in the classic view.
Modules, Setup, Activities
Incorrect
Sorry! Tasks, Events, Pipeline by Stage are found by default in the classic view.
What is a shared view?
The version that the user's administrator has shared with them
Correct
Well done! It is the view that the user's administrator has shared with them.
The version that one user shares with their manager
Incorrect
Sorry! It is the view that the user's administrator has shared with them.
You cannot share multiple home pages to a single role
True
Correct
Well done! You cannot share multiple home pages to a single role.
False
Incorrect
Sorry! You cannot share multiple home pages to a single role.
What are the components that can be added to a home page?
Modules and Features used
Incorrect
Sorry! You can add Dashboards, Custom View, and Widgets to the Home Page.
Modules and Features Used
Correct
Well done! You can add Dashboards, Custom View, and Widgets to the Home Page.
How can one customize their home tab?
By creating new views
Incorrect
Sorry! You can customize your home tab by adding components.
By adding components
Correct
Well done! You can customize your home tab by adding components.
You can also create and share a common view across roles based on what you want them to view.
True
Correct
Well done! Yes you can create and share a common view across roles based on what you want them to view.
False
Incorrect
Sorry! You can create and share a common view across roles based on what you want them to view.
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