CRM | Record Management And Actions

Record Management and Actions
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 for 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 for Android
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 for Android
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 (). ...

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