Customizing Home Screens

After learning how to make basic CRM Analytics components a couple topics back, you can now create and customize a new home screen to assign to different roles.

However, note that you are only allowed to assign one home screen per role, and you can’t include more than 20 widgets. (Note that this was changed recently—it used to be 10)

Add custom views from different modules or any component that you built out in the Analytics module.

Home Page Customization Help