CRM | Record Management And Actions

Record Management and Actions
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 for iOS
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
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 ...
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
Creating records New records can be added to any module of your choice. If you're creating records in the Leads and Contacts modules, you'll also have the option to import from your address book. To create a record Open the module in which you want ...

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