Android
Communicating with Customers
Make Calls You can call your customers by selecting the record you wish to speak with. You can also log the call for future reference. To make a call Go to the module (Leads/Accounts/Contacts etc.). Tap a contact to whom you want to make a call. In ...Location and Maps
Locate People Near You If you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you and how important they are to your business. Using Google Maps in your Android ...Managing and Customizing Home Screen
Organize Home Screen Zoho CRM for Android welcomes you with an attractive Home screen that displays Activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check-off completed ...Actions Performed On a Record
Create Records You can create records in the supported modules from your Android device. While adding leads and contacts, you have two options: to create a new record or import from Address Book. To create a new record Go to the module (Leads, ...Configuring Module Specific Settings
The module specific settings decide the order in which records are displayed in a selected module's list view. Module specific settings also influence other aspects of a module such as module search, synchronization with Desktop settings and so on. ...Using Native App for iPad
Supported Zoho CRM Modules From your iPad, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your iPad. This ensures that you can access the important data even in the offline mode when no ...Installing App in Android
You can download and install the Zoho CRM application from Play Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. By ...Zoho CRM for Android Phones
Zoho CRM for Android is a native application that enables you to access and work with your Online Zoho CRM data from your Android phones. With this mobile application you can access and manage your Leads, Accounts, Contacts, Potentials, Cases, ...Ask or Chat with Zia
Call Zia Call Zia to get instant answers for all your questions in Zoho CRM. She can perform actions such as creating records, adding notes, converting leads, calling customers and changing the stages in deals. To call Zia In the Zoho CRM home ...Installing the App
The Zoho CRM Mobile Edition allows you to access and work with your online Zoho CRM data from anywhere on Android devices. You can also perform actions like adding, modifying, or deleting records in offline mode. These updates will be saved locally ...Configuring Module-Specific Settings
The module-specific settings decide the order in which records are displayed in a selected module's list view. Module-specific settings also influence other aspects of a module, such as record search in the module, synchronisation with desktop ...Collaborating using Feeds
Feeds in Zoho CRM for Android let you collaborate with your peers and keep track of your organization's activities, both your own and your colleagues. Feeds lets you post and view status updates, add comments, attach files, and filter updates by ...Working with Analytics
Dashboards in CRM are an effective way to view summaries of your sales data. The dashboards created in the Zoho CRM web application can be accessed and shared from the mobile app. To view a dashboard Tap the icon in your Zoho CRM app. Tap Analytics. ...Executing Blueprints
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. Suppose you are out on a field visit to meet a customer about a deal and the deal progresses from Qualification to Negotiation. If you have a ...Actions Performed on Records
Convert Leads Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...Managing Process
Understanding Approval Process Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web ...Customization
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can only be created and accessed in the web application of Zoho CRM. Read more. To access custom ...Communicating with Customers
Make Calls You can call your customers directly from their records in Zoho CRM. You can also log the call for future reference. To make a call Go to the module (e.g., Leads, Accounts, Contacts, etc.) Tap a contact you want to call. Tap the (Call) ...Locate people near you
If you want to meet up with other customers in the area when you are on a business trip, you can check your Zoho CRM mobile app to instantly check which contacts are near you and how important they are to your business. Using Google Maps on your ...CRM App Settings
Configure Calendar Settings Tap the icon in the Zoho CRM app. Tap Settings. Tap Week Starts On in the Calendar section of the Settings page. Select the day of the week you want the week to start on in the pop-up. Configure Call Settings Go to ...Data Privacy
HIPAA Compliance The Android version of the Zoho CRM is HIPAA compliant. HIPAA, the Health Insurance Portability and Accountability Act, is a law that makes specific requirements for protecting sensitive health information from being disclosed ...Organize your home screen
Organize your Home Screen Zoho CRM for Android welcomes you with an attractive home screen that displays your activities for the week. You can prioritize your work for the day based on the activities that are displayed. You can also check off ...Tags in Zoho CRM for Android
Tags in Zoho CRM serve as unique identifiers or keywords, helping users organize their records effortlessly. By adding tags to records, users can easily classify and group their records based on various attributes such as status, priority, or ...
Access your files securely from anywhere
New to Zoho Writer?
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Bigin?
New to Zoho Survey?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?