Collaborate Using Feeds | Zoho CRM Mobile

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 record. Inside the feeds, all of the status messages, mentions, comments, direct messages, changes made to the records you own, notes you add to records, records you deleted, and more will be listed.
 

Working with Feeds
  

To add a feed

  1. Go to the Feeds module on the app.
  2. Tap the icon at the top-right corner to compose your status
  3. Tap the attachment icon in the top-right corner to upload files.
  4. To mention a user, enter @ and type their user name. Choose the required user from the list of names.

    You can also post status updates that are specific to a group by clicking the All Users view and selecting the preferred group.

To filter Feed Views

  1. Go to Feeds in your Zoho CRM app.
  2. Tap the All filter at the top to view the feed updates specific to a module.
 

To add comments on feeds

  1. Tap +Add Comment
  2. Write a comment about the record update made by one of your colleagues.
  3. Tap Comment.

Feeds notifications   

You will be notified in Zoho CRM in the following cases:
  1. If you are mentioned in a comment or a feed message
  2. If you are a part of a group and the group is mentioned in the feeds messages or comments section
  3. If a record is assigned to you
  4. If a record you own is updated
  5. If changes are made to a record you follow
  6. For approving/delegating/rejecting approvals

To view notifications in feeds

  1. Go to Feeds in your Zoho CRM app.
  2. Tap the Bell icon to view your notifications.
 

Viewing Records via Feeds  

You can get a detailed view of the conversation attached to a feed by tapping on it. If the feed is related to a record, you can access the details by tapping on the record name.

 

    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • 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, ...
                                                                                                              • Collaborating Using Zoho CRM Feeds

                                                                                                                ---------------------------------------Deprecation information-------------------------------------------- Dear Customers, The following capabilities in Feeds: Adding auto-follow rules, viewing inactive/ dormant records, and viewing records followed ...
                                                                                                              • FAQs: CRM for iphone

                                                                                                                From where do I install the Zoho CRM native app for iPhone? You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes ...
                                                                                                              • Collaborating using Feeds

                                                                                                                Feeds in Zoho CRM for Android let you collaborate with your peers and keep track of your organization's activities, both your own and your colleagues. Feeds lets you post and view status updates, add comments, attach files, and filter updates by ...
                                                                                                              • FAQs: Feeds

                                                                                                                I can't find the Feeds tab under Notifications. How do I enable it? The Feeds feature in Zoho CRM provides a collaborative platform where CRM users can share their views and discuss their work with team members to speed up the decision process. Feeds ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources