Locate an address using maps in iPhone

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 near you 

Based on your current location, you will be able to locate the records that are in and around the radius of 100 Miles/Kms. You can also enter a custom location and modify the radius to find all the records that are present there.

To locate Leads/Contacts/Accounts near you or in a custom location
  1. Go to the module of your choice.
  2. Tap the Map  icon on the top-right.
  3. The records that are nearby will be marked with either a red pin or violet pin. 
    Red Pin  indicates that there is a single record in that particular location and violet pin  indicates that there are multiple records in the same location.
    You can also enter a location in the Custom Location textbox and modify the radius by clicking the  icon. 
  4. You can also select a record and tap the map  icon to locate the address in maps.

Check-in to a location

A meeting with your client (lead/contact) can be added to CRM as an event by checking-in from that particular location. This helps create a record that a meeting has taken place at a given location in a given time.
 
To check-in to a location
  1. Go to the leads/contacts module and select a record with whom you had a meeting.
  2. Tap the Check-in  icon.
  3. Select an event to which you want to check-in or create a new event.

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              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

                                                                                          • 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. ...
                                                                                          • Location and Maps

                                                                                            Locate People Near You If you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you and how important they are to your business. Using Google Maps in your Android ...
                                                                                          • Locate people near you

                                                                                            If you want to meet up with other customers in the area when you are on a business trip, you can check your Zoho CRM mobile app to instantly check which contacts are near you and how important they are to your business. Using Google Maps on your ...
                                                                                          • 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 ...
                                                                                          • Address Locator for Zoho CRM

                                                                                            The Address Locator extension for Zoho CRM brings geolocation information to your business processes by helping you find and assign leads to your sales team by region. You can locate leads on Google Maps, manage campaigns by geographical area, and ...
                                                                                          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