content-management content-management

Organize Tabs in CRM

How to Organize the Tabs in the CentraHub CRM Software?

Organize Tabs in CRM

How to Organize the Tabs in the CentraHub CRM Software?

content-management

1. Go to settings of CentraHub CRM. Type Change My Tab in the search box on the left side of the screen.

content-management
content-management

2. From the drop-down list of personal information, Click on Change My Tab.

content-management

3.On the Customize my tabs page, Select the type of application from the drop-down list.

4. Select the tabs from the available tabs to selected tabs using right or left arrow.

5. To change the position of tabs on the home page, use up or down arrow.

6.Click Save.

content-management

Didn’t Find an Answer?

Get in touch with us for details on setup and additional custom services pricing

CONTACT US