iPhone
Installing App in iPhone
You can download and install the Zoho CRM application from App 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 ...Using the Zoho CRM Mobile App for iOS
Organize CRM Home Screen Zoho CRM for iOS welcomes you with an attractive Home screen that displays the Activities for the week. You can prioritize your work for the day based on the activities displayed. You can also check off completed activities ...Working with the Inventory modules
Working with the Inventory modulesZoho CRM for iPhone - An Overview
Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...iOS Specific Features
Supported Zoho CRM Modules From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no ...Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...Getting started with Zoho CRM app in iPhone
Working with the Home screen The home screen lists all the meetings, tasks, and calls that you have scheduled for the day and across your calendar. You can also create new ones or mark the existing ones as completed from here. Collaborate using Feeds ...Actions that can be performed on a record
Changing Record Owner The ownership of a record in your CRM account can be changed to another user along with the open activities. To change the record owner Go to the module and open the record. Tap Edit > [Module] Owner. Choose the new owner from ...Working with My Jobs module in iPhone
The My Jobs module displays all the records that you own which are a part of your organization's Blueprint process or the records that are awaiting your approval and records owned by other users. Executing Blueprint from My Jobs module The Blueprint ...Zoho CRM App Settings for iPhone
Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four-digit pass code to open the application. To enable passcode lock Go to Settings > Privacy and Security > Passcode ...Chat or call Zia with using iPhone
Call Zia, your own sales assistant, to get instant answers for all your questions in Zoho CRM. She can also perform actions that you specify. For example, "Get me the list of my overdue tasks" and she displays the result you need. You can also choose ...Installing the app in iPhone
Either of the following methods can be used to install the app: Download and install the Zoho CRM application from the App Store within iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone. The Zoho CRM mobile app is available ...Communicating with customers through iPhone
Make and log calls You can call the records (e.g. Leads, Contacts) and also log the outgoing call details in CRM. In order to log the call information, you will have to enable Call Logging in Zoho CRM App settings. Make Calls You can call your ...Organizing the home screen
Zoho CRM for iPhone 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 displayed activities. You can also check off completed activities and add new ones from ...Customizations in Zoho CRM
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can be created on the web and accessed from the mobile app. Read more. Custom buttons can be ...Locate an address using maps in iPhone
When you specify a record's address in your CRM account, it can be located in a map app by tapping the Map Locator option at the bottom of the record. To locate the record, select Google Maps or Apple Maps as the provider from the Map Settings menu. ...Collaborate Using Feeds
Using Feeds in Zoho CRM, you can communicate clearly with your team and share ideas on important business aspects. Feeds also give you updates on the important records that you follow, such as who updated a record and what changes were made to a ...Execute Blueprints on iPhone
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. If you have a process in place for deals, you can execute the required Blueprint Transitions right on the app and progress to the next stage in the ...Managing Processes on iPhone
My Jobs module From the MyJobs module, users can perform process-related actions, such as executing a blueprint and working with records that are under an approval process To view the My Jobs module Tap the more icon in your Zoho CRM app. Tap My ...Actions performed on records
Creating records New records can be added to any module of your choice. If you're creating records in the Leads and Contacts modules, you'll also have the option to import from your address book. To create a record Open the module in which you want ...
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