Getting Started
Portal users in the Zoho CRM Android app
Portals in Zoho CRM are a self-service window that allows external users like customers, vendors or partners to view, create or edit records based on their permission. These external users who are given access to a portal are portal users. Portal ...
User details in Zoho CRM Android app
The Settings page in your app displays your account details, including: User name Email ID Sign-in information User image From this page, you can also manage your user image. To manage your user image Tap on the More icon () Go to the Settings page. ...
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 the ...
Using Native App for Tablets
Supported Zoho CRM Modules From your iPad, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your iPad. This ensures that you can access the important data even in the offline mode when no ...
Installing App in Android
Install the Zoho CRM app Open the Play Store. Search for Zoho CRM. Tap Install. By default, all the user profiles will have Mobile usage enabled. The Administrator can disable or enable access from the web CRM account at any time by navigating to ...
Zoho CRM Android app - An Overview
Managing your customers doesn't have to stop when you're away from the desk. The Zoho CRM app helps you take your business processes with you, whether you're at the office, traveling, or working from home. It brings your CRM experience to your ...
Working with Analytics in Zoho CRM Android app
Analytics lets you view pre-built dashboards that visualize your CRM data like leads, revenue, deals, accounts, and more. Each dashboard contains components that display key metrics with comparisons to previous periods. Dashboards are organized into ...
CRM App Settings
Configure Calendar Settings Tap the icon in the Zoho CRM app. Tap Settings. Tap Week Starts On in the Calendar section of the Settings page. Select the day of the week you want the week to start on in the pop-up. Configure Call Settings Go to ...
Organizing your home page in Zoho CRM Android app
Your homepage acts as a progress tracker bringing together all the important details you need, such as meetings, deals, leads, and more. Even though the mobile screen has limited space, you can drill down into each component you have added, such as ...