Zoho CRM for Android welcomes you with an attractive Home screen that displays the Activities for the week. You can prioritize your work for the day based on the activities displayed. You can also check off completed activities and add new activities from the Home screen.
Toggle between the days of the week to view the tasks, events and calls for the selected day. Click the Add (+) icon against the Event, Task or Call to add a new activity, respectively.
Sort the activities into pending and completed lists by grouping the completed events, tasks and calls. Selecting an event, call or task would mark it as complete.
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 updates by modules.
To create/view Feeds updates
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
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
To edit a record
Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for better organization of data. From the Zoho CRM App (Android version), you can delete records from the supported modules.
To delete a record
You can change the list view that helps you filter the required data based on specified criteria. For each module the pre-defined list views and the ones created by the users will be listed.
To change list views
To send an email
With Zoho Mail Add-on configured in your Zoho CRM account, you will have an inbox full of important emails from customers that are associated to your leads and contacts. It is very important that emails from your customers get a timely response and in that case, email notifications play a vital role. MailMagnet does exactly that.
For a field sales rep on the move, the MailMagnet option is very useful to receive instant notifications so that the most important emails from leads and contacts get your immediate attention. MailMagnet intelligently scans your inbox and notifies you of the emails from your prospects and customers in CRM.
MailMagnet will be available only if you enable the Zoho Mail Add-on feature and configure your email account within Zoho CRM via POP3 configuration. See Also Zoho Mail Add-on
To reply to emails
To add a follow-up task/note
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 update the stage right there on the app. If you have a process in place for the all the deals, you can execute the required Blueprint Transitions right on the app and progress to the subsequent stages in the process.
Example, you have configured Transition called "Negotiate", which must be completed in order to move to the next stage. The Negotiate Transition requires the sales rep to enter an acceptable discount and enter the details of the negotiation as a note. These requisites can be fulfilled right on the mobile app by executing the Negotiate Transition.
See also: Creating a Blueprint
To execute a Blueprint using the CRM app
State: Each stage in a process is referred to as a "State" in Blueprint. For example, a deal in your sales pipeline goes through different stages such as Qualification, Needs Analysis and Negotiation until it is won/lost. Each of these stages will be called a “State”.
Transition: Transition refers to the change of State in a process. It prescribes a set of requirements for the records to move from one state to another.
For Leads and Contacts, you can upload an image by taking a photo or using an existing photo in the Android device.
To upload photo
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