The Home tab in Zoho CRM gives you the option to add components (widgets) that are most often used. For example, you can add a component to view the tasks and events for today or the list of potentials that are closing this week. Also, you have the option to add components from dashboards that represent pie charts, funnel diagrams and bar charts. There are two types of views for the Home tab:
You cannot customize this view. It lists 3 standard components: The Task List Views, Today's Events and Pipeline by Stage.
You can customize this view and add a maximum of 5 components. Individual users can customize the Home tab for their own account.
Under the Home tab, you can either set the Classic mode or the Customizable mode where you add up to 5 components and rearrange them to suit your needs.
To change to Classic or Customizable Mode
In the Home tab, you can add up to 5 components. Each component will list data from the various others modules like the Leads, Potentials, Activities, Dashboards etc.
To add components
In the Customizable view, the components that you add in the Home tab can be list views or data in the form of pipelines, pie charts or bar graphs, etc. For the List View components you can easily add, delete and reorder the columns. You need to make the changes for the list view and the same will be applied to the related components in the Home tab also.
To customize column headings