Actions performed on records in Zoho CRM iOS app
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 record
- Go to your preferred module.
- Tap the plus icon (
)
- Tap the arrow at the top to switch layout.
- Enter the details and tap Save.
If you're in the Leads or Contacts module, you'll see two options:
- Add Lead/Contact
- Import from Address Book
Tap Import from Address Book to add contacts from your device to CRM.
Quick tip: Tap the Show all fields to expand the layout and view all fields.
Saving a record to your address book
Leads or contacts that you've added to the CRM can also be saved to your address book.
To save records to your address book
- Open the Leads or Contacts module and select the record that you want to save.
- Tap the More (
) icon and then tap Export .
To edit a record
- Go to your preferred module.
- Open the record you want to edit.
- Tap the edit icon (
).
- Make the necessary changes and tap Save.
To clone a record
Go to the record you wish to clone.
Tap the More icon (
) > Clone.
Edit necessary details and Save.
To delete a record
- Open the record you want to delete.
- Tap the More icon (
).
- Tap Delete, then confirm in the pop-up.
Converting leads
Once the lead status has reached a certain stage (i.e. when there's a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into a contact and thereby simultaneously create an account and a potential.
To convert a lead
- Tap the Leads module. All the leads in the selected view will be listed.
- Tap the record that you want to convert.
- Tap Convert Lead.
- In the Convert Leads screen, specify the necessary details.
- Tap Create New Deal to add a deal.
- Tap Convert Lead
.
The lead will be converted and available in the Contacts module.
Alternatively, you can also check the leads you've converted in the Converted Leads view.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-c4c4323a9cf54f89af3968706263fc79b4qqtz573isa","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-22f06524688b4ab4a7f1bd7113ff7f4d9betnq1eijve","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
Viewing records
- You can switch between various kinds of list views in your CRM account.
- To switch between different types of views
- Go to any module.
- Tap the drop-down list at the top and select the list view of your choice.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-22f06524688b4ab4a7f1bd7113ff7f4da0qghw4ocbrx","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-c4c4323a9cf54f89af3968706263fc79wk10lqhntofn","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
NOTE: You can also create custom views on the desktop site. They will show up on the mobile app as well.
Editing records
Associating records
A record from one module can be associated with various records in another module with the help of a related list.
To associate records
- Open the record to which you want to associate another record.
- In the Related tab, tap the Plus
icon on the related list item which you want to associate.
- Enter the details and tap Save.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-c4c4323a9cf54f89af3968706263fc79q9xy5ent4m7j","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
View meetings in month view
For meetings, you can view your list of records in three types of views: list view, week view, and month view.
To view meetings in month view
- Go to the Meetings module.
- In the Record List page, toggle between calendar view and list view to see events.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufefabf3b78d4046fa8e3fb51715aae299&x-cli-msg={"imgurl":"r-sh5ufefabf3b78d4046fa8e3fb51715aae299-22f06524688b4ab4a7f1bd7113ff7f4dj6h3y1csn3kw","rid":"sh5ufefabf3b78d4046fa8e3fb51715aae299"})
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