Managing Processes on iPhone | Zoho CRM Mobile

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

  1. Tap the more icon in your Zoho CRM app.
  2. Tap My Jobs.
    You will be taken to the Approvals view, wherein records awaiting approval will be listed. You can switch the view at the top to Blueprint to view the list of records which are under a blueprint
 

Understanding approval processes   

Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web version of Zoho CRM will also appear in the mobile version.
 
Records that are waiting for approval can be viewed from the mobile app and can then be approved, rejected, or delegated from the My Jobs module or from the record detail view of a specific module.
 

To approve a record

  1. Tap the more icon in your Zoho CRM app.
  2. Tap My Jobs.
  3. Tap on the required record in the list.
  4. Tap the record to view its details.
  5. Tap Approve.

To delegate a process

  1. Tap the icon in your Zoho CRM app.
  2. Tap My Jobs.
  3. Tap on the required record in the list.
  4. Tap the record to view its details.
  5. Tap Delegate.
  6. In the pop-up, tap the name of the user you want to transfer this approval process to and tap Delegate.
 

To reject a process

  1. Tap the  icon in your Zoho CRM app.
  2. Go to My Jobs.
  3. In the Approvals view, select the record you wish to reject, from the list. Click the record name to view the details.
  4. Tap Reject.

 

Understanding review processes  

It's important to analyze and verify the information that enters your organization's database. In the long run, this helps maintain a clean database and saves a lot of time and effort.
For example, a firm receives hundreds of loan applications every day through both manual and online submissions. A few fields need to be checked before approving the applications. This could include fields containing the info on the existing loans, collateral files, and others.
 
You can configure review processes for both standard and custom modules on the Zoho CRM web application.
 
Records can only be reviewed from both the web and mobile app. Read more.
 

Steps to review a record from the app

  1. Open the record to be reviewed.
  2. Click the Start Review option at the top.
  3. Scroll down to the fields which are to be reviewed and click Approve or Reject.
     

Sandbox mode  

You can use Sandbox mode in CRM as an environment to test your Zoho CRM settings. This allows you to test changes or new configurations so you can identify and fix any issues before they go live. Sandboxes can be configured in the web application of Zoho CRM and can be accessed via the mobile app.
 
You can choose to log in to a sandbox mode when you log in to your Zoho CRM account.
 

To access a sandbox

  1. Log in to your Zoho CRM account.
  2. Tap the name of the sandbox under Sandbox. You will be taken to your CRM account's sandbox mode.

Implementing Segmentation  

Segmentation lets you classify customers based on the way they interact with your company by categorizing them into different groups like Not Interested, Visiting Customers, Interested Buyers, High Spenders, and Occasional Buyers.
 
You can configure segmentation from the web version of your Zoho CRM account and access the same from the mobile app. Read more.
 

To view segmentation

  1. Go to the module for which you have created a segmentation.
  2. Open any of the records.
  3. Scroll down to the Segmentation related list.
  4. Click the drop down arrow to get an expanded view.
  5. Click View History to get more insights.

 

Accessing web tabs  

Web tabs in Zoho CRM let you view external web pages such as intranet pages, company-wide announcements, or web applications right from your CRM account. You can create web tabs using the web version of Zoho CRM. Web tabs created on the web application can be accessed from the mobile app.
 

To access web tabs

  1. Tap the icon in your CRM account.
  2. Tap the web tab name.
  3. The external link will open.
 

    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










                                    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

                                                                                                      • Managing Process

                                                                                                        Understanding Approval Process Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web ...
                                                                                                      • Process Management - An Overview

                                                                                                        Business processes are a series of activities performed by a group of users to achieve a specific goal. Whether it's a small startup or a large corporate firm, most organizations have countless processes running every day that aids in streamlining ...
                                                                                                      • Review Process

                                                                                                        Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
                                                                                                      • FAQs: Review Process

                                                                                                        1. What is the purpose of a review process? A review process allows you to check and validate the values of a field before the record enters the CRM system. For example, responses entered for fields such as qualification, eligibility criteria, GPA, ...
                                                                                                      • Adding an Approval Process

                                                                                                        Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
                                                                                                        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