Explore your Account

Explore your Account

Take a screen tour to know your CRM display better.

Home Tab

When you open your Zoho CRM account, the first screen that you see is the home page. Here, you can take a quick glance at the progress of your CRM activities. It is a dashboard that contains components from different modules, and you can customize the home tab by specifying which component to include.

  1. List of modules.
  2. Icons for Search, Feeds notifications, adding records, Zoho CRM calendar, MailMagnet, Setup.
  3. Components in the customized view.
  4. CRM footer with Ask Zia, Gamescope, Sticky notes, Zia notifications Activity Reminders and Recent Items icons.

Module View

  1. List Views.
  2. Different types of Views - List, Kanban and Canvas.
  3. More options - Mass actions, Autoresponders, etc. based on the module.
  4. Advanced Filters.
  5. List of records in the selected module.

Record View

  1. Info, Timeline and Data Privacy (when GDPR Compliance settings is enabled).
  2. Related Lists short cut.
  3. Related lists in detail.
  4. Option to view the detailed information.
  5. Business card view.
  6. Actions to perform on the record - sending email, converting lead, editing, etc.

Setup Page

You can configure the settings of your CRM account by clicking on the Setup icon present in the header tab. Zoho CRM contains setup options for configuring General settings, Users and Control, Channels, Customization, Automation, Data Administration, Marketplace, and Developer Space. To begin with, you can configure the General settings initially, that will allow you to fill in your personal details and your company's details. Navigate to Setup > General to access the General settings.


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