Homescreen quick actions in Zoho CRM iOS app
You can quickly perform certain tasks by long-pressing the app icon on your home screen. This gives you instant access to:
- Search
- Add Task
- Add Meeting
- Log a call
- Schedule a Call
- Add Lead
- Add Contact
- Add Account
- Add Deal
Info: A maximum of 4 tasks can be added as quick actions.
To add quick actions
- Tap More (
) > Settings (
).
- Scroll down and select Quick Actions.
- Choose up to 4 actions from the list.
- After selecting each action, tap Save.