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.

• The Dashboard

  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.