Defining your Home Page
no CRM.io offers different Home Page options. Here we explain what the options are so that you can choose the one that fits your needs best.
What information do you find in the Dashboard? How to customise it?
Your To-Do list
Setting up your To-Do list as your home page is possible. Learn how to do it in this article.
Your Activity Feed
One of the home page options is the Activity. Learn the pros of using it as a home page and how to set it up.
Your Pipeline View
Defining the Pipeline View as your Home Page is a great option. Learn why and how to do it in this article.