Portal Access in the Zoho CRM Mobile App

Portal Access in the Zoho CRM Mobile App

Hello everyone

A Portal in Zoho CRM is a space where you share selected records with people outside your organization. The people you invite to a portal are called portal users. They can be customers, vendors, partners, or anyone outside your organization who needs to work with your data.
 
Until now, portal access in Zoho CRM has been a desktop activity. With our recent update, portal users can now sign in on the Zoho CRM mobile app and work with the records shared with them. This matters most when the portal user is away from a computer.

Few use cases 

  1. A vendor can confirm stock while standing in the warehouse.
  2. A parent can update their child's school admission details.
  3. A consultant can look up a client update mid-journey.
  4. A patient can check their health reports after checkup.
  1. Invitations are still sent from the Zoho CRM web app.
  2. A portal user needs the portal domain to sign in, which is included in their invitation email.
To learn more, please refer to our help documents: Android | iOS.

Please update the app to the latest version directly from the Play Store or App Store.

If you have any questions or need any assistance, please write to us at crm@zohomobile.com or submit feedback (Settings > Others > Submit Feedback) within the app, and we'll get right back to you.