CRM How to add a component on homepage

CRM How to add a component on homepage



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    • Does CRM storage also include mail storage for Mail Add-on users?

      No. The Mail storage is the same that is provided by Mail. CRM storage does not include mail storage. However, the attachments sent with your emails are included in the CRM storage. The attachment limit varies based on your  CRM Edition. Please note, ...
    • Add Users

      To add users: Log in to CRM with Administrator privileges. Users with Manage Users permission in the profile can also access this feature to add users. Click   > Click Setup >  Go to USERS AND CONTROL  > Click USERS In the USERS page, click Add New ...
    • Add Article

      The Help Center module is an online knowledge base to contain solution articles for addressing various issues. You can group the solution articles under suitable custom sections for ease of reference. You can also import articles from an external ...
    • Add Components

      In the Home tab, you can add up to 5 components. Each component will list data from the various others modules like the Leads, Potentials, Activities, Dashboards etc. To add components In the Home tab, click (Customizable option icon). In ...
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