Working with Analytics
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.
- Tap on one of the dashboards in the list to view it.
- You can also use the search bar to search for a dashboard.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"905f84867224102032a93c21443a863d46f827e49aba25087d7b0933e9ece85bb4cc0e669ed2a17ef604b2fd60290c26","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
To change between views for a dashboard component
- Go to the dashboard and tap on one component.
- Tap Change View.
- Tap a view option (Pie, Bar, Funnel, etc).
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"4deba3bce1dd11eaacad5d00ed8213d830f0d5a0518b87d94ec3a870c1a3d4767bdf27f39829748537dc7b2a8dd53f5e","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
To share dashboard charts
- Go to the dashboard and tap on one component.
- Tap Share Chart.
- Choose the method you want to use to share the dashboard chart.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-731483ec9ae743d8b57904cc019676d3ny2n6yc2wyb0","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
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.
Creating products
To create a new product
- Tap the
icon in your Zoho CRM app.
- Tap Products and then tap the
icon.
- 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.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-731483ec9ae743d8b57904cc019676d3iiam5jxjax5t","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
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.
After entering all the information, tap the ![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-a75a12f4b8ce42a499b75e75619904d5h3j95aka5tgu","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
icon.
icon.Cloning products
To clone a product
- Go to the Products module and tap on a product name.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
Editing product details
To edit a product
- Go to the Products module and tap on a product name.
- Tap the
icon.
- Make the required edits on the Edit Product page.
- 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
- Go to the Products module and tap on a product name.
- In the product's Related page, tap the add icon next to the type of record you want to associate with the product.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-26460767eeb740c1a91e4df5a7e1eac0p8boxx1ppikb","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
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
- Tap the
icon in your Zoho CRM app.
- Tap Price Books.
- Tap the
icon and enter the name and pricing details on the Add Price Book page.
- 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.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-731483ec9ae743d8b57904cc019676d3n6kvy2tnamfh","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
Cloning price books
To clone a price book
- Go to the Price Books module and tap on a price book.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=ty6xn88aba3b95213423ca8468a9742351316&x-cli-msg={"imgurl":"r-ty6xn88aba3b95213423ca8468a9742351316-731483ec9ae743d8b57904cc019676d3qfaivvfuiflc","rid":"ty6xn88aba3b95213423ca8468a9742351316"})
Editing price books
To edit a price book
- Go to the Price Books module and tap on a price book.
- Tap the
icon.
- Make your edits on the Edit Price Book page.
- Tap the
icon.
Working with the Vendors module
Vendors are the companies, individuals, or contractors who supply goods to your organization.
Creating vendors
It is only possible to create vendors in the Android app by manually entering data in the Vendors form.
To create a vendor
- Tap the
icon in your Zoho CRM app.
- Tap Vendors.
- Tap the
icon and enter the vendor's name, phone number, and email address in the Add Vendor page.
- To view all the vendor fields, tap Show all fields and enter the vendor's address and description.
- 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
- Go to the Vendors module and tap on a vendor's name.
- Tap the
icon and then tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
Editing Vendors
To edit a vendor
- Go to the Vendors module and tap on a vendor's name.
- Tap the
icon.
- Make the required edits on the Edit Vendor page.
- Tap the
icon.
Associating vendors with records
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
- Go to the Vendors module and tap on a vendor's name.
- 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.
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
- Tap the
icon in your Zoho CRM app.
- Tap Sales Orders.
- Tap the
icon and enter the details on the Add Sales Order page. To view all the sales order fields, tap Show all fields.
- 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.
- 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.
- Enter the Address, Ordered Items, Terms and Condition, and Description.
- Tap the
icon.
Cloning sales orders
To clone a sales order
- Go to the Sales Orders module and tap on an order.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
Editing sales orders
To edit a sales order
Go to the Sales Order module and tap on an order.
- Tap the
icon.
- Make the necessary edits on the Edit Sales Order page.
- 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
- Go to the Sales Orders module and tap on an order.
- 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.
Creating quotes
You can create quotes in the Android app from the Potentials and Accounts modules.
To create a quote
- Tap the
icon in your Zoho CRM app.
- Tap Quotes.
- Tap the
icon and enter the details in the Add Quote page To view all quote fields, tap Show all fields.
- Add related details such as the deal, account, carrier, and contact name in Quote Information.
- Add the billing and shipping addresses in Address Information.
- 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.
- Add Terms and Conditions and Description if required.
- Tap the
icon
Cloning quotes
To clone a quote
Go to the Quotes module and tap on a quote.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
Editing quotes
To edit a quote
- Go to the Quotes module and tap on a quote.
- Tap the
icon.
- Make the necessary edits on the Edit Quotes page.
- Tap the
icon.
Associating quotes with records
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
- Go to the Quotes module and tap on an order.
- 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.
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
- Tap the
icon in your Zoho CRM app.
- Tap Invoices.
- 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
- Go to the Invoices module and tap on the invoice.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
Editing invoices
To edit an invoice
- Go to the Invoices module and tap on the invoice.
- Tap the edit icon.
- Make the necessary edits on the Edit Invoice page.
- Tap the
icon.
Associating invoices with records
Add associated details to your invoices, such activities, attachments, and notes.
To associate invoices with other records
- Go to the Invoices module and tap on the invoice.
- 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
- Tap the
icon in your Zoho CRM app.
- Tap Purchase Order.
- 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
- Go to the Purchases module and tap on a purchase.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
Editing purchase orders
To edit a purchase order:
- Go to the Purchase Orders module and tap on an order.
- Tap the
icon.
- Make the necessary edits on the Edit Purchase Order page.
- 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
- Go to the Purchases module, and tap on an order.
- 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
- Tap the
icon in your Zoho CRM app.
- Tap Cases.
- Tap the
icon and enter the details in the Add Case page. To view all sales order fields, tap Show all fields.
Cloning cases
To clone a case
- Go to the Cases module and tap on a case name.
- Tap the
icon and tap Clone.
- Edit or add information to the cloned record as needed.
- Tap the
icon.
Editing cases
To edit a case
- Go to the Cases module and tap on a case name.
- Tap the
icon.
- Make the necessary edits on the Edit Invoice page.
- Tap the
icon.
Associating cases with records
Add associated details to your cases, such as activities, attachments, and notes.
To associate cases with other records
- Go to the Cases module and tap on a case name.
- 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
- Tap the
icon in your Zoho CRM app.
- Tap Solutions.
- Tap the (+) icon and enter the details in the Add Solution page. To view all solution fields, tap Show all fields.
- Add data to the fields as required.
- Tap the
icon.
Cloning solutions
To clone a solution
- Go to the Solutions module and tap on a solution.
- Tap the
icon and tap Clone.
- Edit or add information in the cloned record as needed.
- Tap the
icon.
Editing solutions
To edit a solution
- Go to the Solutions module and tap on a solution.
- Tap the
icon.
- Make the necessary edits on the Edit Solution page.
- Tap the
icon.
Associating solutions with records
Add associated records to your solutions, such attachments and notes.
To associate cases with other records
- Go to the Solutions module and tap on a solution.
- In the Related page, tap the
icon next to the type of record you want to associate with the solution.
Sales Force Automation (SFA)
Leads
The Leads module in Zoho CRM contains the details gathered about prospects interested in doing business with you. This information is crucial to identifying potential customers. Collect leads, manage them, and follow up on them using the Leads module in CRM. Learn more about the standard fields in the Leads 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.
Accounts
The Accounts module in Zoho CRM contains the details of companies or departments within companies with 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.
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.
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.
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