Kanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the givenTip #1: Grouping (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 timeIs it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, canShortcuts/ Quick Actions on Zoho CRM mobile app!
Imagine you are rushing to a must-attend meeting and out of nowhere you run into an important client. After having a quick chat, the client wants to schedule a meeting to discuss your products and services. Opening the app, searching for meetings module,Exporting the records from the Zoho CRM iOS app to the mobile device
Have you've heard of the idiom 'At your finger tips'? Well this is one example wherein you can quickly export the Lead or Contact records to the mobile device's address book and also as a .vcf file to the mobile device and other apps. Doing so, you canVoice to text notes on the Zoho CRM iOS app
Are you guys up for a challenge? Okay, so what I would like you to do is, try to add a note to a record on the CRM mobile app just by using one hand to enter the texts. This is doable and quite easy. However, what if I tell you to add a note to a recordAuto-updating the address of the customers through the Zoho CRM mobile app
Imagine you are a field representative whose work is predominantly outside the office. You travel to places and get to connect with people from different walks of life while you are on the road. Interesting isn't it? It's easy to interact with peopleTracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before divingTip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. ConsideringTip#3: Smart Views to quickly enter the data in the records:
When sales reps are at customers' place and while entering the data into the CRM app, it is important to focus only on mandatory and system-defined fields to capture crucial info quickly and not take too much of the customers' time. With the Zoho CRM mobile app, sales reps can achieve this by enabling the 'Smart Views' feature within the CRM app settings. Using this feature the reps can enter, view, edit only the required data (important fields in the layout) within the record. To enable thisTip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for you#Tip 5: Near by me
If your meeting with a client wraps up ahead of time, would you like to use the rest of the time by meeting another customer? Of course you would want to keep winning more deals. You can do just that by finding a customer who is around the same vicinity through Zoho CRM's 'Near by me' feature. In a single tap, your Leads, Contacts and Accounts near you are displayed on the map. You can schedule a meeting and even get the driving directions to the customer’s location. The 'Near by Me' featureTip#4: Map locator and Check-in
Have you ever struggled as a sales rep to visualize where your clients are located and found it tough to get driving directions? Without the location mapping software, it would be incredibly difficult to make travel decisions for a field sales rep. Using the Map functionalities in the Zoho CRM app, you will be able to identify the location of the Lead or a Contact easily and meet them. You can do all this and more by a tap of a button within each record. With Zoho CRM's 'Map locator' feature,Calling through Zoho CRM Mobile app doesnt work!
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
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Introducing swipe actions in the Zoho CRM Android app
Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record oneZoho CRM Android app updates: Kiosk and multiple file upload support for subforms
Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRMZoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyZoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more
Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preferenceZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support
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GPS tracking only or Check out facility
Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
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