CRM | Getting Started | Knowledge Base

Getting Started
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 home screen
Zoho CRM for iPhone welcomes you with an attractive home screen that displays your activities for the week. You can prioritize your work for the day based on the displayed activities. You can also check off completed activities and add new ones from ...
Installing the app in iPhone
Either of the following methods can be used to install the app: Download and install the Zoho CRM application from the App Store within iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone. The Zoho CRM mobile app is available ...
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, ...

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