The Home tab of Centra HUB CRM is a quick view of all your CRM activities. It contains components from different modules such as tasks, reports, dashboards, and so on. You can create view across roles based on what you want them to view. Using the Customized Home Page, you can add components you want them to see when you log into CRM. The Customized Home page can be created for a particular role, then users associated with that role will have access to it.
No card required
Enter the name of the layout.
Enter the description related to layout.
Click On to set home page layout as default.
Select the radio button to choose layout view as a list view or component view.
Select the components from the available list to selected list using arrows.