Android
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 ...
CRM App Settings
Change Theme To change the color theme Tap the icon in the Zoho CRM app. Tap Settings. Select a color theme from the Themes section of the Settings page. The theme will be applied across the app. Configure Calendar Settings Tap the icon in the Zoho ...
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 ...
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) ...
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 ...
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 ...
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 ...
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 ...
Working with Analytics and Dashboards
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. ...
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 ...
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, synchronization with desktop ...
Installing the App
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 ...
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 ...