---
title: "CRM landing page"
slug: "crm-landing-page"
updated: 2026-07-23T10:07:29Z
published: 2026-07-23T10:07:29Z
canonical: "help.8x8.com/crm-landing-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM landing page

When you log in to **8x8 Contact Center** 8x8 Agent Workspace, you can access the **Customer management** tab from the sidebar. From this workspace, you can access separate tabs for:

- **Cases**: Lists cases assigned to you, and groups all related tasks, such as creating a new case, editing, and deleting cases, as well as reporting.
- **Tasks**: Lists tasks assigned to you with the ability to create new tasks, edit, or delete tasks.
- **Customers**: Lists customers assigned to you with centralized access to related tasks, such as editing a customer record or adding a case, a follow-up, or a task.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customer-management.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A02Z&se=2026-11-03T23%3A19%3A02Z&sr=c&sp=r&sig=ldwdF4EpC7UZhoT8jMEI7Y6NHwh8E%2Bycr3ZjMT%2BarvM%3D)

## Filter lists of cases, tasks, and customers

Selecting a CRM tab lists customers, cases, and tasks. Click the drop-down list to filter the list as follows:

- For **Cases** and **Customers**:

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customer-management-customer-filters.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A02Z&se=2026-11-03T23%3A19%3A02Z&sr=c&sp=r&sig=ldwdF4EpC7UZhoT8jMEI7Y6NHwh8E%2Bycr3ZjMT%2BarvM%3D)
  - **Assigned to me**: Open cases and customers whose cases are assigned to you. This is the default option.
  - **Assigned to my group**: Open cases and customers whose cases are assigned to your group members.
  - **Created by me**: Customer records whose cases are created by you.
  - **My drafts** (for cases) or **My Draft Customers**: Cases and customer records saved by you as drafts.
- For **Tasks**:

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/customer-management-tasks-filters.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A02Z&se=2026-11-03T23%3A19%3A02Z&sr=c&sp=r&sig=ldwdF4EpC7UZhoT8jMEI7Y6NHwh8E%2Bycr3ZjMT%2BarvM%3D)
  - **My Open Tasks**: Lists all open tasks assigned to you.
  - **All My Tasks**: Lists all tasks assigned to you.

The brand new interface for 8x8 Contact Center agents to receive and process customer interactions.