Record Management and Actions
Working with notes in Zoho CRM iOS app
Notes make it easy to capture your interactions with customers and prospects in CRM. You can add notes to leads, contacts, accounts, deals, activities, and more. These notes are stored as related items under each entry, so all your interaction ...Team modules in Zoho CRM iOS 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 iOS 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, ...Record sharing in Zoho CRM iOS app
Great customer experiences start with strong team collaboration. With the Share Record option, users can quickly share records with selected users, roles, groups, or even the entire organization to keep everyone on the same page. Types of record ...Contact roles support for deals in Zoho CRM iOS app
In the Zoho CRM iOS app, you can now assign specific roles to the contacts involved in a deal, making it easier to manage your sales process. When you're managing a deal, there may be several key people from the prospective company involved- like ...Actions performed on records
Your records can be created, updated when changes are needed, cloned for quick duplication, or deleted if no longer required, right from the mobile app. This makes it easy to manage your data on the go without relying on the CRM web app. To create a ...
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