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 device, you can find Leads, Contacts and Accounts a few miles around your current location as well as a custom location.
Using Google Maps in your Android device, you can find Leads, Contacts and Accounts a few miles around your current location as well as a custom location.
To locate Leads, Contacts, Accounts near you
- Go to the module (Leads, Accounts, Contacts, etc.).
- Against the selected List View click the
(Map) icon .
All the Leads/Contacts/Accounts near your location will be pinned on the map. - Add Custom location to view Leads/Contacts/Accounts in and around that particular location.
Note
- The Location Service settings should be switched on to use this feature.
- Only the contacts within the specified radius will be located in the map. The default radius is 10 kilometers for both your current location and custom location. You can change this radius as required.
- There are two colour pins - Red pin
is for single lead/contact/account and Violet pin 
is for multiple lead/contacts/accounts in the same location. - You can tap on the pin for more details on the lead/contact/account.
- When you tap on the pin and then the
(information) icon, you can view the records details and other options such as Call Lead/Contact/Account, Send email, Delete record, etc. These options will be available based on the details in the record.
Check-in to a location
When you go out with your family to a great restaurant or you are at the movies with your friends, you want to share the news with the world - and so you "check-in" to the location and share it on Facebook or Twitter. Similarly, from the Zoho CRM app for Android, you can now check-in to the location when you meet with a client. Sales managers can immediately be notified of the check-in and therefore can keep a track of their sales reps' client appointments.
Check-ins are closely tied to Events. For example, you have an event called "Demo for Product at Kevin's office". When you check-in to a location, say Kevin's office, you can either associate the check-in to the existing event or create an event upon the check-in. The check-in is automatically attached as a note to the event. You can create check-ins only for the Leads, Contacts and Accounts modules. You cannot create a check-in without it being associated to an event.
To check-in to an event
- Go to Leads/Contacts/Accounts modules.
- Tap the
(Check-in) icon to create a check-in. - If there is already an event associated to the contact, the exisiting event(s) show up.
Select an event. The check-in is associated as a note for the event. - If there is no event, the app prompts you to create a new event for the check-in
Create a new event and associate the check-in to the event.
Note
When a check-in is made, an update regarding the check-in is posted to Feeds automatically.
View Map
Using Google Maps, you can locate the address of the Leads, Accounts, and Contacts.
To view maps
- Go to the module (Leads, Accounts, Contacts, etc.).
- Tap a record whose address you want to view in Google Maps.
- In the Record Details page, tap the
(Map) icon. - Tap the address location that you want to see (Mailing Address, Billing Address, etc.).
- The selected address will open in Google Maps.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Can I track the sales executive's location in the CRM mobile app?
Yes, Zoho CRM app for Android comes with a check-in feature which lets sales reps check in to the location when they meet with a client. Sales managers will be notified of the check-in right away and can keep track of their sales executives' client ...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 ...Installing the CRM Mobile App
Zoho CRM Mobile Edition allows you to access and work with your Online Zoho CRM data from anywhere on your iPhone, iPad, and Android phones. In other OS devices the web app can be accessed via mobile browsers like safari, chrome etc. One can perform ...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 ...Zoho CRM Analytics App
Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...