Zoho CRM Dashboards & Homepage Customization
Ғылым және технология
In this video tutorial, Tyler guides you through setting up dashboards and customizing the homepage view in Zoho CRM.
🚨 UPCOMING LIVE STREAMS 🚨
Marketing Automation 2.0 Full Product Overview
January 16, 2024, 10:00 AM Pacific Standard Time
club.zenatta.com/c/zenatta-ev...
Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/newsletter/
💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/training/?...
🎬 TIME STAMPS 🎬
0:00 Intro
0:51 Homepage Customization
5:07 Dashboard Customization
7:09 Setting Up Dashboard Roles
8:40 Adding A Data Chart
13:12 Adding KPI Metrics
15:29 Adding Funnel Analysis
👇 SUBSCRIBE 👇
♦️ KZread - / @zenatta
♦️ Newsletter - zenatta.com/newsletter/
♦️ Twitter - / zenattaconsult
♦️ Facebook - / zenattaconsulting
♦️ LinkedIn - / zenatta
🧠 OTHER RESOURCES 🧠
♦️ Resource Library - zenatta.com/resources/
♦️ Events - club.zenatta.com/c/zenatta-ev...
♦️ Club Zenatta - club.zenatta.com/
💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.
🛑 NEED ZOHO HELP? 🛑
Visit - zenatta.com/
#Zoho #ZohoCRM #Dashboards
Пікірлер: 8
Tyler, I am just getting started with Zoho CRM. You videos are an excellent intro to help me learn. In a customization video of yours I removed some "unnecessary" items on the top blue bar. One may have been "analytics" which I see on this video. Can you let me know how to add back Analytics? I will try to find the other video which may show me how to add analytics back. thank you Tyler
Tyler, I was able to add the Analytics back!
How to show sub category under category on homepage
@Zenatta
9 ай бұрын
Hi Durgesh Suryawanshi, The dashboard components in Zoho CRM can only group by one dimension. For more advanced reporting capabilities, we recommend Zoho Analytics.
My view is missing "Created Time"... how can I make it display that field?
@Zenatta
9 ай бұрын
Hi Alessandros, The Created Time should be appearing in the Grouping dropdown. If you want to create a post on club.zenatta.com with some screenshots, we might be able to better help you troubleshoot!
Hello. Great video. How can I change the cris-cross default background to plan like yours? drive.google.com/file/d/1lWhymrynVbtoxeNU5bxutBJIPoOGUw9g/view?usp=sharing Thank you
@Zenatta
Жыл бұрын
Hey Jay, To our knowledge the background can't be changed, this plain background was most likely from an older video or on our Demo account. Listen in to our full discussion on the show here, kzread.infoJ1RteFwD0F4?feature=share&t=2824