Tip#2: How to configure quick actions and access the records on the go?

Tip#2: How to configure quick actions and access the records on the go?

 



Sales reps on the move would always like to access their routine work items easily, instead of going through multiple taps and clicks. 

 

Here is a tip that will help the reps do just that.

 

In the Zoho CRM mobile app, we have the feature called 'App shortcuts' (Android) and '3D Touch' (iOS), using which you can set the quick actions that you carry out on a day to day basis and work with the app efficiently. 




 

Let's say, you are meeting a new lead, and if you would quickly like to create a record for the new lead. You can set the 'Add lead' option as one of the shortcuts. 

 

You can do so, by going to Zoho CRM app > Settings > App Shortcuts/ 3D touch > First Action > Set the 'Lead' option. 

 

Likewise, you can set up to 4 shortcuts based on your requirement. 

 

To quickly carry out the configured actions, long press on the CRM App icon from the device's home-screen to carry out quick actions on the go. 

 

Please refer to the GIF's (from iOS and Android device) attached below:



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


Regards,
Sri Priya