Organizing the home screen | Zoho CRM for iPhone

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 the home screen.

Toggle between the days of the week to view your tasks, meetings, and calls for the selected day. Tap the add (+) icon next to a meeting, task, or call to add a new activity.
Sort the activities into pending and completed lists by grouping completed tasks and calls.

Access Zia from the home screen

Access Zia Chat or Zia Voice from the home screen to seek the information you need from your CRM. For example, use Zia to view sales activities or automate tasks.

Zia Chat

You'll need to enable Zia Chat before you can use it.

To enable Zia Chat
  1. Tap the More icon in your Zoho CRM app.
  2. Tap Settings.
  3. Tap Zia.
  4. Toggle Zia Chat.

To access Zia Chat
  1. Tap the Zia icon in the top-left corner of the home screen.
  2. Start chatting with Zia.

Zia Voice

You can choose to use voice interaction to ask Zia questions. You'll need to disable Zia Chat to use Zia Voice.
 
To access Zia Voice from the home screen
  1. Tap the More icon in your Zoho CRM app.
  2. Tap the Zia icon in the top-left corner of the home screen.
  3. Start speaking to Zia.
The following actions can be performed using Zia         
  1. Create records
  2. Add notes
  3. Convert leads
  4. Call your customers
  5. Change the stage of your deals

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