Contact Dashboard in CRM

Contact Dashboard in CRM

 

  • Outcome:

The objective of this document is to outline the design and implementation of a Contact Dashboard in Zoho CRM to provide real-time insights into contact management, interaction tracking, and engagement levels. The dashboard will improve relationship management, optimize communication, and enhance customer engagement

  • Use case Implimentation Steps:

Implementation Stage 1:

  1. Log in to Zoho CRM website with Administrator privilege.

  2. Go to Home >Customize homepage> new homepage.   

                      

     

Implementation Stage 2: Creating new home page

Description: We have to click on new homepage to create a fresh home page for the dashboard.After that we have to click on custom view to see the contacts option.

  Steps: Click on new home page>custom view

 

 

           

 

 Implementation Stage 3: Creating dashboard

Description: Here we have to select the contacts from the dropdown menu and we have to select the components required to create the dashboard.

              Steps: select contact > select components

 

                     

 

Implementation Stage 3: save and share

Dashboard is created we can save it for furture use or we can share it.

 

 

 

  • Target Audience:

  • Sales Managers

  • Marketing Teams

  • Customer Support Teams

  • Relationship Managers

 

  • Users:

  • Admins: Configure dashboard settings and manage access

  • Sales Representatives: Track and manage contacts efficiently

  • Marketing Analysts: Analyze communication effectiveness

  • Executives: Monitor overall contact engagement trends

 

  • Flow Chart:

 

  • Tool Permission Required:

         Zoho CRM

  • Link Required:

      Flow Chart


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