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

1. Tap the icon in your Zoho CRM app.

2. Tap Analytics.

3. Tap on one of the dashboards in the list to view it.

You can also use the search bar to search for a dashboard.

To change between views for a dashboard component

1. Go to the dashboard and tap on one component.

2. Tap Change View.

3. Tap a view option (Pie, Bar, Funnel, etc).

1. Go to the dashboard and tap on one component.

2. Tap Share Chart.

3. Choose the method you want to use to share the dashboard chart.

Working with the Inventory modules

Gaining real-time inventory data can be challenging. Zoho CRM's Inventory modules allow you to manage your business inventory needs in the same platform as your sales. The Inventory modules, Products, Price Books, Vendors, Sales Orders, Quotes, Invoices and Purchase Orders, allow you to create all the documentation required when a deal is won.

Working with the Products module

Products are the goods or services sold and procured by an organization. Create records with detailed information about your products to help your sales and purchasing teams collaborate better. For example, fields such as Product Name, Product Category, Qty Ordered, and Qty in Stock help your users track product availability.

Learn more about the standard fields in the Products module here. 

Creating products

To create a new product

1. Tap the icon in your Zoho CRM app.

2. Tap Products and then tap the  icon.

3. Enter the product details in the Add Product screen. To view all the product fields, tap Show all fields and enter details in the following sections.

• Product Information

Enter all product information such as the product owner, name, code, vendor name, sales start and end date, manufacturer, etc. Specify the availability status of the product by marking it as active or inactive.

• Price information

Enter all price-related information such as price per unit and tax. You can edit this at any time if the prices are updated.

• Stock Information

Enter the product's demand, stock, and order information. You can edit this and update the stock quantity whenever you receive a new order.

For example, you run a furniture business and have 15 armchairs in stock. You have no sales orders or purchase orders. In that case, your quantity in stock would be 15, while your quantity in demand and quantity ordered would be 0. Later, you receive an order for 7 chairs and create a sales order. Now, the quantity in demand is 7. The information is now:

• Description Information

Add a description to provide additional information about the product that isn't covered by the data in the fields.

4. After entering all the information, tap the icon.

Cloning products

To clone a product

1. Go to the Products module and tap on a product name.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

Editing product details

To edit a product

1. Go to the Products module and tap on a product name.

2. Tap the icon.

3. Make the required edits on the Edit Product page.

4. Tap the icon.

Associating products with records

In addition to entering product details, you can create a 360-degree view of the product by associating with other records in your CRM. Add associated records such as support tickets, open activities, history of completed activities, attachments, notes, and more.

To associate a product with other records

1. Go to the Products module and tap on a product name.

2. In the product's Related page, tap the add icon next to the type of record you want to associate with the product.

Note:

You won't be able to associate records with a new product while you are creating it. Once you have added a new product and saved the record, you will be able to associate it with other records.

Working with the Price Books module

Price nooks are used to sell products at different prices, based on your agreed terms with a particular customer.

Creating price books

You can only create price books in the Android app by manually entering data in the Add Price Book form.

To create a price book

1. Tap the icon in your Zoho CRM app.

2. Tap Price Books.

3. Tap the icon and enter the name and pricing details on the Add Price Book page.

4. Choose the Pricing Model:

• None: To define the pricing model with no discount.

• Flat: To define a pricing model with a specific discount.

• Differential: To define different pricings for the same product. For example, customers purchasing 101–200 units get a 10% discount, but customers purchasing 201–300 units get a 15% discount on the same product.

Cloning price books

To clone a price book

1. Go to the Price Books module and tap on a price book.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the  icon.

Editing price books

To edit a price book

1. Go to the Price Books module and tap on a price book.

2. Tap the icon.

3. Make your edits on the Edit Price Book page.

4. Tap the icon.

Working with the Vendors module

Vendors are the companies, individuals, or contractors who supply goods to your organization.

It is only possible to create vendors in the Android app by manually entering data in the Vendors form.

1. Tap the icon in your Zoho CRM app.

2. Tap Vendors.

3. Tap the icon and enter the vendor's name, phone number, and email address in the Add Vendor page.

4. To view all the vendor fields, tap Show all fields and enter the vendor's address and description.

5. Tap the icon.

Notes:

• Some of the standard fields may not be visible or editable depending on your organization's business process.

• If you want to add or modify fields, please contact your System Administrator

Cloning Vendors

To clone a vendor

1. Go to the Vendors module and tap on a vendor's name.

2. Tap the icon and then tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

To edit a vendor

1. Go to the Vendors module and tap on a vendor's name.

2. Tap the icon.

3. Make the required edits on the Edit Vendor page.

4. Tap the icon.

Beyond just entering vendor details, you can create a 360-degree view of each vendor by associating them with other records in the CRM such as products, activities, contacts, and purchase orders.

To associate vendors with other records

1. Go to the Vendors module and tap on a vendor's name.

2. In the vendor's Related page, tap the icon next to the type of record you want to associate with the vendor.

Working with the Sales Orders module

Sales orders are confirmation documents for sales that are generated after the customer sends a purchase order based on your quote. They are used by the inventory or production department to see what needs to be shipped out and when. The Sales Orders module contains the SO number, date, line items (products) including their quantities and prices based on the PO, billing address, shipping address, and the terms and conditions of the sale.

Learn more about the data types and limits of the standard fields in the Sales Orders module here.

Creating sales orders

You can only create sales orders in the Android app by manually entering data in the Sales Order form.

To create a sales order

1. Tap the icon in your Zoho CRM app.

2. Tap Sales Orders.

3. Tap the icon and enter the details on the Add Sales Order page. To view all the sales order fields, tap Show all fields.

4. Tap + Ordered Items in the Ordered Items field to enter product details. Tap a product name to select it or search for the product in the Products module. To create a new product, tap the icon.

5. Manually enter a price in the List Price field. To import prices from the Price Books module, tap the $ icon and choose a price book. Enter the other amount, discount, and tax details and tap the  icon.

6. Enter the Address, Ordered Items, Terms and Condition, and Description.

7. Tap the icon.

Cloning sales orders

To clone a sales order

1. Go to the Sales Orders module and tap on an order.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

To edit a sales order

1. Go to the Sales Order module and tap on an order.

2. Tap the icon.

3. Make the necessary edits on the Edit Sales Order page.

4. Tap the icon.

Associating sales orders with other records

You can add other records to your sales orders, such as invoices, attachments, activities, and emails.

To associate a sales order with other records

1. Go to the Sales Orders module and tap on an order.

2. In the sales order's Related page, tap the icon next to the type of record you want to associate with the sales order.
     

Working with the Quotes module

Quotes are documents used to process an order with a specified time frame and for an agreed price. They usually contain comprehensive details about the order including a quote number, date, line items (products), including their quantities and prices based on your Price Books, and the terms and conditions of the sale.

Learn more about the data types and limits for the standard fields in the Quotes module here.

Creating quotes

You can create quotes in the Android app from the Potentials and Accounts modules.

To create a quote

1. Tap the icon in your Zoho CRM app.

2. Tap Quotes.

3. Tap the icon and enter the details in the Add Quote page To view all quote fields, tap Show all fields.

4. Add related details such as the deal, account, carrier, and contact name in Quote Information.

5. Add the billing and shipping addresses in Address Information.

6. Tap +Quoted Items in the Quoted Items field to enter product details. Tap a product name to select it or search for the product in the Products module. To create a new product, tap the + icon.

7. Add Terms and Conditions and Description if required.

8. Tap the icon.

Cloning quotes

To clone a quote

1. Go to the Quotes module and tap on a quote.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

Editing quotes

To edit a quote

1. Go to the Quotes module and tap on a quote.

2. Tap the icon.

3. Make the necessary edits on the Edit Quotes page.

4. Tap the icon.

Add other records to your sales orders such as sales orders, open activities, and a list of all completed activities.

To associate a quote with other records

1. Go to the Quotes module and tap on an order.

2. In the quote's Related page, tap the icon next to the type of record you want to associate with the quote.

Working with the Invoices module

In sales, an invoice is a statement issued to the customer by the vendor. This is usually sent during the final phase of a deal when you start working on the payment procedure.

Learn more about the data types and limits for the standard fields in the Invoices module here.

Creating invoices

You can only create sales orders in the Android app by manually entering data in the Invoice Details form.

To create an invoice

1. Tap the icon in your Zoho CRM app.

2. Tap Invoices.

3. Tap the icon and enter the details in the Add Invoice page. To view all sales order fields, tap Show all fields.

Cloning invoices

To clone an invoice

1. Go to the Invoices module and tap on the invoice.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

Editing invoices

To edit an invoice

1. Go to the Invoices module and tap on the invoice.

2. Tap the edit icon.

3. Make the necessary edits on the Edit Invoice page.

4. Tap the icon.

Associating invoices with records

Add associated details to your invoices such activities, attachments, and notes.

To associate invoices with other records

1. Go to the Invoices module and tap on the invoice.

2. Tap the icon next to the option you want to associate with the invoice.

Purchase Orders

Purchase orders are placed when procuring products or services from your vendors. They are legally binding documents that protect the interests of both the vendor and the buyer. In general, a purchase order (PO) contains the PO number, date, line items (products) including their quantities and prices based on the sales quote, the buyer's billing address and shipping address, and the terms and conditions of the sale.

Creating purchase orders

You can only create sales orders in the Android app by manually entering data in the Purchase Order Details form.

To create a purchase order

1. Tap the   icon in your Zoho CRM app.

2. Tap Purchase Order.

3. Tap the icon and enter the details in the Add Purchase Order page. To view all sales order fields, tap Show all fields.

Cloning purchase orders

To clone a purchase order

1. Go to the Purchases module and tap on a purchase.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

Editing purchase orders

To edit a purchase order:

1. Go to the Purchase Orders module and tap on an order.

2. Tap the icon.

3. Make the necessary edits on the Edit Purchase Order page.

4. Tap the icon.

Associating purchase orders with records

Add associated records to your purchase orders such activities, attachments, and notes.

To associate purchase orders with other records

1. Go to the Purchases module, and tap on an order.

2. Tap the icon next to the type of record you want to associate with the product.

Cases

Capture customer feedback on various types of issues that may arise after purchasing a product or service from your company. Customize the fields in the Case page to match your organization's customer support process and set up the case generation process by completing the Case form.

Creating cases

You can only create sales orders in the Android app by manually entering data in the Case Details form.

To create a case

1. Tap the  icon in your Zoho CRM app.

2. Tap Cases.

3. Tap the icon and enter the details in the Add Case page. To view all sales order fields, tap Show all fields.

Cloning cases

1. Go to the Cases module and tap on a case name.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the icon.

To edit a case

1. Go to the Cases module and tap on a case name.

2. Tap the icon.

3. Make the necessary edits on the Edit Invoice page.

4. Tap the icon.

Associating cases with records

Add associated details to your cases such activities, attachments, and notes.

To associate cases with other records

1. Go to the Cases module and tap on a case name.

2. In the Related page, tap the icon next to the option you want to associate with the product.

Solutions

The Solutions module used in association with the Cases module is very useful for organizations that primarily focus on post-sales support, particularly in technology and knowledge-based industries.

Creating solutions

To create a solution

1. Tap the  icon in your Zoho CRM app.

2. Tap Solutions.

3. Tap the (+) icon and enter the details in the Add Solution page. To view all solution fields, tap Show all fields.

4. Add data to the fields as required.

5. Tap the icon.

Cloning solutions

To clone a solution

1. Go to the Solutions module and tap on a solution.

2. Tap the icon and tap Clone.

3. Edit or add information in the cloned record as needed.

4. Tap the  icon.

Editing solutions

To edit a solution

1. Go to the Solutions module and tap on a solution.

2. Tap the icon.

3. Make the necessary edits on the Edit Solution page.

4. Tap the icon.

Associating solutions with records

Add associated records to your solutions such attachments and notes.

To associate cases with other records

1. Go to the Solutions module and tap on a solution.

2. In the Related page, tap the icon next to the type of record you want to associate with the solution.

Sales Force Automation

Leads

The Accounts module in Zoho CRM contains the details of companies or departments within companies which you are currently doing business with. Data such as the company name, address, annual revenue, and more is stored in the Accounts module so you can keep track of the important company information. Learn more about the standard fields in the Accounts module here.

Contacts

The Contacts module in Zoho CRM contains the details of various contacts you have acquired from multiple sources. Collect data such as deal and account-related data, activities, notes, events, emails, and more in the Contacts module for both customers and the vendors you procure products and services from. Learn more about the standard fields in the Contacts module here.

Tasks

The Tasks module in Zoho CRM contains details of all the work items that need to be done in a given time frame. Keep track of tasks and their status, priority, and due date, set reminders, and create recurring tasks that need to be repeated at specific intervals. Learn more about how to set repeat tasks and reminders here.

Meetings

The Meetings module in Zoho CRM contains the details of all your scheduled meetings and appointments. Track details such as the meeting date, time, location, participants, and host, create recurring meetings, set reminders, and invite people to your meetings.

Calls 

The Calls module in Zoho CRM contains details of all the calls you receive from or make to your customers and other contacts. Track all your inbound and outbound calls with details such as their duration, date, and time, and add notes for future reference. 

Deals

The Deals module in Zoho CRM contains information about the deals you make with contacts, which can help you identify where a prospect is in the sales cycle and the probability of winning the sale. The module stores the deal stage, expected revenue, amount, and more. Learn more about the standard fields in the Contacts module here.

Forecasting 

Forecasting in Zoho CRM lets you forecast the company's revenue and growth. With real-time data available in CRM, you can assign targets for users to track and boost teams' performance.

Forecasts can only be created and accessed in the web version of CRM. Learn more about forecasting here.