iPhone
Chat or call Zia with using iPhone
Call Zia, your own sales assistant, to get instant answers for all your questions in Zoho CRM. She can also perform actions that you specify. For example, "Get me the list of my overdue tasks" and she displays the result you need. You can also choose ...
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 ...
Working with My Jobs module in iPhone
The My Jobs module displays all the records that you own which are a part of your organization's Blueprint process or the records that are awaiting your approval and records owned by other users. Executing Blueprint from My Jobs module The Blueprint ...
Communicating with customers through iPhone
Make and log calls You can call the records (e.g. Leads, Contacts) and also log the outgoing call details in CRM. In order to log the call information, you will have to enable Call Logging in Zoho CRM App settings. To enable call logging Go to ...
Actions that can be performed on a record
Changing Record Owner The ownership of a record in your CRM account can be changed to another user along with the open activities. To change the record owner Go to the module and open the record. Tap Edit > [Module] Owner. Choose the new owner from ...
Locate an address using maps in iPhone
When the address of a record is specified in your CRM account, it can be located in maps by tapping the Maps icon. You can enable Google Maps from the Zoho CRM settings page to locate the record using Google Maps. Find leads, contacts, and accounts ...
Managing records in iPhone
Creating records New records can be added to any module of your choice. If you are creating records in the leads and the contacts module you will also have to option to 'Import from Address Book'. To create a record Open the module in which you want ...
Getting started with Zoho CRM app in iPhone
Working with the Home screen The home screen lists all the meetings, tasks, and calls that you have scheduled for the day and across your calendar. You can also create new ones or mark the existing ones as completed from here. Collaborate using ...

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