- Click the three dots beside “CRM Teamspace” then select “Manage CRM Teamspace.”
- Click "Add Module" to expand your CRM capabilities.
- Go to “Create Folder” to add a new folder to your dashboard.
- Select the edit icon to change the section name.
- Drag the sections to rearrange the order on your dashboard.
- Click the delete sign to remove a section.
- Click "Save" to complete the step.
How To Customize Zoho CRM Dashboard
Use this step-by-step demo to learn how to customize your Zoho CRM dashboard.
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