CRM | Record Management And Actions

Record Management and Actions
Reports module in Zoho CRM Android app
The Reports module helps you view and analyze your CRM records. You can pull information from different modules, apply filters, and see summaries of your records in a report format with rows and columns. Here are some examples of how you can use the ...
Record sharing in Zoho CRM Android app
For any business to deliver an excellent customer experience, teams need to collaborate effectively. In sales, this collaboration often involves sharing customer records with team members who need this information to follow up with clients, move ...
Team modules in Zoho CRM Android app
In Zoho CRM, a module is where you store and manage specific types of information. For example: The Leads module helps you track potential customers. The Contacts module stores customer information. The Deals module manages sales opportunities. Each ...
Teamspace in Zoho CRM Android app
In any business, different teams within an organization operate with unique processes and procedures. Each team requires specific modules within a CRM to manage their tasks efficiently. For example, a Sales team might need modules like Leads, ...
Multi-select lookup fields in Android app
A Multi-select lookup field allows you to connect multiple records from one module to a record in another module. This is useful when you want to associate more than one item or value with a single record. Types of relationships One-to-One ...
Rollup summary field in Android app
Rollup summary is a read-only field that helps you calculate values from related records automatically. It works by creating a relationship/association between a parent record and its child records. For example, if Contacts is the parent and Tasks ...
Tags in Zoho CRM Android app
Tags in Zoho CRM serve as unique identifiers or keywords, helping users organize their records effortlessly. By adding tags to records, users can easily classify and group their records based on various attributes such as status, priority, or ...
Actions Performed on Records
Create Records You can create records from the mobile app to quickly capture important details and keep your CRM up to date—even while you're on the go. To create a record: Open the Zoho CRM app. Navigate to the desired module. Tap the plus icon (). ...

Access your files securely from anywhere

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.