iPhone
List view and saved filters in Zoho CRM iOS app
A list view displays records from a module in a list format, showing relevant data based on pre-defined criteria. Businesses often manage a large volume of records, and finding the right one to follow up on can be challenging. List views solve this ...
WhatsApp business messaging in Zoho CRM iOS app
WhatsApp is one of the most widely-used communication platforms, with over 2.7 billion unique users globally. For businesses, being accessible on WhatsApp is increasingly important, as around 85% of customers prefer to connect with brands directly on ...
Dynamic Display in Zoho CRM for iOS
The list view displays all the records in an organized order, helping users quickly find and manage their CRM data. With Dynamic Display support in Zoho CRM mobile, users can now customize the fields they want to display in each record of their list ...
Assignment Threshold in Zoho CRM iOS
Assignment Threshold in Zoho CRM helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being ...
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 ...
Managing Processes on iPhone
My Jobs module From the MyJobs module, users can perform process-related actions, such as executing a blueprint and working with records that are under an approval process To view the My Jobs module Tap the more icon in your Zoho CRM app. Tap My ...
Execute Blueprints on iPhone
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. If you have a process in place for deals, you can execute the required Blueprint Transitions right on the app and progress to the next stage in the ...
Collaborate Using Feeds
Using Feeds in Zoho CRM, you can communicate clearly with your team and share ideas on important business aspects. Feeds also give you updates on the important records that you follow, such as who updated a record and what changes were made to a ...
Locate an address using maps in iPhone
When you specify a record's address in your CRM account, it can be located in a map app by tapping the Map Locator option at the bottom of the record. To locate the record, select Google Maps or Apple Maps as the provider from the Map Settings menu. ...
Customizations in Zoho CRM
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can be created on the web and accessed from the mobile app. Read more. Custom buttons can be ...
Organizing the home screen
Zoho CRM for iPhone welcomes you with an attractive home screen that displays your activities for the week. You can prioritize your work for the day based on the displayed activities. You can also check off completed activities and add new ones from ...
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. Make Calls You can call your ...
Installing the app in iPhone
Either of the following methods can be used to install the app: Download and install the Zoho CRM application from the App Store within iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone. The Zoho CRM mobile app is available ...
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 ...
iOS Specific Features
Supported Zoho CRM Modules From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no ...
Zoho CRM for iPhone - An Overview
Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...

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