CRM | Getting Started | Knowledge Base

Getting Started
Switching between organizations in Zoho CRM iOS app
If you're part of multiple organizations (orgs) in Zoho CRM, you can easily switch between them in your app. For example, if you manage sales for two different brands, Zylker and Zylker Bakes, you can switch between the CRM orgs in the app to access ...
User details in Zoho CRM iOS 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. ...
Organizing the homepage in Zoho CRM iOS 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, such as dashboards, ...
Installing and signing in Zoho CRM iOS app
Compatibility The Zoho CRM iOS app requires iOS version 14 or later to install and use. Install the Zoho CRM app Open the App Store. Search for Zoho CRM. Tap Get to download and install the app. By default, all the users will have the Mobile Edition ...
Zoho CRM App Settings for iPhone
Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four-digit pass code to open the application. To enable passcode lock Go to Settings > Privacy and Security > Passcode ...
Zoho CRM for iPhone - An Overview
Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
Using Native App for iPad
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 iPad
You can download and install the Zoho CRM application from the App Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. In ...
Zoho CRM for iPad - An Overview
Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, ...

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.