Android
Execute a Blueprint on Android
A Blueprint that you have configured in your Zoho CRM web account can be executed on the mobile app. Suppose you are out on a field visit to meet a customer regarding a deal and the deal has progressed from Qualification to Negotiation. You can ...
Collaborate Using Feeds on Android Device
Feeds on Zoho CRM for Android lets you collaborate with your peers and keep a track of your organization's activities - be it your own or that of your colleagues. It lets you post and view status updates, add comments, attach files and filter Feeds ...
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. ...
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, ...
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 ...
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 ...
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 ...
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 ...
Zoho CRM App Settings For Android
Change Theme To change the color theme 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. Choose Fonts In your Zoho CRM app, go to Settings. On ...

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