Purpose:  This article will explain how to access and use powerful Homepage features available in Agent CRM

TABLE OF CONTENTS Product Overview Key Features Manage Homepages Add block

Product Overview

Homepage can be setup as a landing page when a user first logs into the Agent CRM. Homepage typically contains a set of Dashlets that are designed to display critical summary information about Contacts, Activities or any Business Data or Action buttons.

Please Note:  Agent CRM comes with prebuild Homepage that users can customize by adding new dashlets or re-arranging interactive elements on the screen

Recommendation: Before making changes create a duplicate of existing homepage. See instructions below to Manage Homepages.

Key Features

Manage Homepages

Kizen allows you to create, manage, and customize multiple homepages, which can be assigned to different team members based on their roles and needs.

You can easily change the homepage layout by drag & dropping the available blocks. Follow these steps to manage and organize your homepages efficiently: 

1. Hover over any block on the main menu

2. Click on the six dots that appear

3. Move the block to your desired location

Additionally, Manage Homepages button offers more options and actions to customize the layout and content of your homepage

1. Click Manage Homepages 

2. Use the toggle under the "Active" column to enable or disable a certain homepage (s) 

3. Hover over any homepage, click on "..." and select an option you need

4. To create a new homepage, click on Add Homepage

Add block

The Add Block button allows you to enhance your dashboard by adding new widgets for easier access to frequently used features or data.

Follow these steps to add blocks:

1. Click Add Block button

2. Select the type of block you wish to add - Dashlet, Chart or Static Content

3. Fill out the necessary info based on your selected block type (the screen may vary depending on your choice)

    3.1 Dashlet/Chart Type - Select the specific type of Dashlet or report type you want to display

    3.2 Values and Constraints - Enter any relevant values and set constraints for your selected block

    3.3 Display Settings - Decide how you want the information to be displayed on your dashboard

4. Click Add

By adding blocks, you can customize your dashboard to better suit your workflow and ensure quick access to essential information. Explore different block types to see how they can enhance your productivity! 

Summary: Homepage customization features in Kizen help to optimize your workspace for better productivity. You'll learn how to personalize your dashboard by rearranging blocks, adding useful widgets, and managing multiple homepages tailored to your team's needs. With these tools, you can streamline your workflow and gain quick access to essential information. Dive into the guide to unlock the full potential of your CRM and create a more efficient working environment!