CRM NextGen | Getting Started

Getting Started
Installing App in iPhone
Compatibility The Zoho CRM iOS app requires iOS version 15 or later to install and use. Install the Zoho CRM app Open the App Store. Search for Zoho CRM. Tap Get to download and install the app. By default, all the users will have the Mobile Edition ...
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 ...
Installing App in iPad
You can download and install the Zoho CRM application from the 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. In ...
Zoho CRM for iPad - An Overview
Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, ...
Working with the Inventory modules
Working with the Inventory modules
Zoho 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, ...
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 ...
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 ...
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 ...

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