Contact roles support for deals in 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 decision-makers, financial managers, or product managers. By assigning roles to these contacts, you can ensure that you contact the right person for the right discussion.
For example, if one contact handles financial decisions, you can assign them the role of "Economic Decision Maker." This way, any financial discussions will go directly to them.
How it works in Zoho CRM iOS app
Creating and assigning roles:
Easily assign specific roles to contacts involved in a deal for better collaboration.
To create and assign a role
- Open the deal and go to Contact Roles in the related list.
- Tap the Plus icon (
).
- Tap on the contact name field.
- For an existing contact: Select a contact > choose a role > save.
- For a new contact: Tap
> add details > save > assign a role > Save.
Updating roles
If a contact's role changes, you can easily update it directly from the deal's related list.
To update a role
- Open the deal and go to Contact Roles in the related list.
- Tap the More icon (
)
- Select Edit Contact role.
- Choose the new role
- Tap Save.
Unassigning roles
If a contact is no longer part of the deal, you can unassign their role from the same section.
To unassign a role
- Open the deal and go to the Contact Roles from the related list.
- Tap the More icon (
)
- Select Unassign.
Alternatively, tap the Edit icon (
) and then the Unassign icon (
).
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho CRM iOS app - An Overview
Managing your customers doesn't have to stop when you're away from your desk. Zoho CRM's iOS app helps you take your business processes with you, whether you're at the office, traveling, or working from home. It brings your CRM experience to iPhone ...Kiosk in Zoho CRM iOS app
The Kiosk must be configured in the Zoho CRM web to access it on the mobile app. Kiosk is a no-code customization tool in Zoho CRM that helps you set up a structured UI to follow your processes and collect data easily. Every organization has its ...Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...Modules supported in the Zoho CRM iOS app
In your mobile app, you can access standard modules, custom modules and team modules created in CRM web version. Standard modules - These are the default modules provided by Zoho CRM, such as Leads, Contacts, and Deals. Custom modules - These are ...Zoho CRM Analytics App
Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, comparator, anomaly detector, target ...
New to Zoho LandingPage?
Zoho LandingPage Resources