Tip #1: Filtering records in the CRM mobile app

Tip #1: Filtering records in the CRM mobile app



Option 1:Grouping and sorting the records.

When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time to qualify the leads and convert them to a contact on the go.

For instance, if you would like to segregate the 'yet to be contacted' leads from rest of the leads, you can make use of the Grouping & Sorting functionality to filter your records based on the 'Lead status'.

Grouping: 

Let's say you want to quickly look at the leads that you've not contacted. All you got to do is group them by Lead Status and you will get a clear picture of all the leads under the 'Not Contacted' status.

Here is a snapshot of how the leads will be grouped based on 'Lead status'.



How to do this?

You can group the records based on the 'Lead status' by following the steps mentioned below:
  1. Go to CRM mobile app.
  2. Select the leads module.
  3. Module Settings (at the top).
  4. Under 'Group by' option, you can select the 'Lead Status'.


Sorting: 

Going with the same example, and, now that you are taking a look at the grouped leads that you've not contacted, and if you want to further drill them down and look at them in a specific pattern. You can use the 'Primary sort' option to sort them alphabetically or by choosing any other criteria that suits you best. You can go one step further and use the secondary sort if there are leads with the same name.

Grouping will take precedence over the sorting options. If two or more records have the same Lead status, then the primary sort will come into effect. Further to this if the criteria set for the primary sort is also the same for two or more records, the secondary sort will take effect.

Below is a screenshot of the records being sorted within the groups:



How to go about with sorting records?

You can set the Sorting criteria by following the steps mentioned below:
  1. Go to CRM mobile app.
  2. Select the Leads module.
  3. Tap the Module Settings (gear icon at the top).
  4. Primary Sort/ Secondary Sort.
  5. Choose the fields.


Note: The 'Grouping&Sorting' can be set for all the modules individually by going into the respective module settings.

Option 2: To set Display Fields

You can now make calls to the leads who are yet to be contacted by using the Grouping&Sorting options. However, to contact the leads, you should have to check if the Phone number or the email address of the lead is available within the lead record.

At present, you may be opening the record to verify if the phone number is available and then make a call to the lead. If the phone number or the email address of the lead is unavailable, you will have to scroll through the screens to go to the next lead record. This can be a daunting task for you.

With the 'Display fields' option, you can easily find out if the lead record has the phone number or email address filled in before you even open the record to contact the lead.



You can set display fields for the Leads module, by following the steps mentioned below:
  1. Go to CRM mobile app.
  2. Select the Leads module.
  3. Tap the Module Settings (gear icon at the top).
  4. Display Fields.
  5. Set the fields as per your requirement.


Note: You can set the display fields for modules individually from within the respective module settings.

I hope you find this useful. Got a question on filtering the records? Leave a comment here and we will get back to you.

Regards, 
Sri Priya. R.K 

    Zoho Marketing Automation
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