The Custom Home Page
Introduction
The Custom Homepage organizes all of the key activities users need to do their Job in one place. Each homepage features different components from various modules based on a user's role within the organization, ensuring its relevant to their day-to-day responsibilities. When a user logs in, they'll immediately land on their Custom Homepage to see all of the activities relevant to them. From here, they can jump to different areas of 1Stop based on their priorities for that day.
Provide quick examples for Sales Schedulers, Sales reps, and Project Managers.
Custom Home Pages By Roles
Based on industry practices, 1Stop has created Customized Home Pages for the roles in your organization. Refer to the list below to understand the views associated with each role.
*Will list each role, and their views
Info
If you would like to modify the the custom home page or add additional custom home pages, please contact your administrator.
Switch Between Home Pages
Upon logging in, users will find their role-specific customized home page displayed by default. Users can easily switch between different home page views as needed by accessing the drop-down list located in the top right corner under the Home Tab.
1. In the Home tab, click the drop-down in the top right corner.
2. Select the desired home page/view from the list that you want to switch to.
Info
Users will only have access to the custom home pages for the roles they have access to.
Previous copy for reference: Remove once final
specific to a role in your organizationation, ensuring the items on the homepage are relevant to the day-to-day responsibilities of each user.
In 1Stop, the home page provides a quick overview of your CRM activities' progress, featuring components from various modules like Dashboards, Tasks, and more. A brief glance at the home page components instantly reveals the status of your sales activities.
Besides indicating the progress of your CRM activities, the home page also serves as a great place to organize your day's work, as well as your teams'.
The home pages are customized for users based on the information you want them to see when they log into 1Stop. You can share this home page with multiple roles, making it their default landing page, each time they log into 1Stop. Users can also switch to other home page views when needed.
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