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.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufc27a93fce9fd4b3e80321f4b9d42407c&x-cli-msg={"imgurl":"r-sh5ufc27a93fce9fd4b3e80321f4b9d42407c-4972f0a491c342f2989a14e368ae9e87gxml5hum58zw","rid":"sh5ufc27a93fce9fd4b3e80321f4b9d42407c"})
To locate the record, select Google Maps or Apple Maps as the provider from the Map Settings menu.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufc27a93fce9fd4b3e80321f4b9d42407c&x-cli-msg={"imgurl":"r-sh5ufc27a93fce9fd4b3e80321f4b9d42407c-d15898fdf5f247149352c9e42df5b222m2dep86eilq7","rid":"sh5ufc27a93fce9fd4b3e80321f4b9d42407c"})
Find leads, contacts, and accounts near you
Based on your current location, you can locate records within either 100-mile or a 100-km radius. You can also enter a custom location and modify the radius to find all the records present there.
To locate leads/contacts/accounts near you or in a custom location
- Go to the module of your choice.
- Tap the Nearby Me option on the top-right.
- Records nearby will be marked with either a red or violet pin.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufc27a93fce9fd4b3e80321f4b9d42407c&x-cli-msg={"imgurl":"r-sh5ufc27a93fce9fd4b3e80321f4b9d42407c-4972f0a491c342f2989a14e368ae9e875cm676cuhqs1","rid":"sh5ufc27a93fce9fd4b3e80321f4b9d42407c"})
Note:
- A red pin
indicates that there's a single record in that particular location, whereas a 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.
- You can also enable the Group Pins option to group all the records in a location with the number of available records.
Check in to a location
You can add a meeting with your client (lead/contact) to Zoho CRM as an event by checking in from that particular location. This creates a record that a meeting has taken place at a given location and time.
To check in to a location
- Go to the Leads/Contacts module and select a record with whom you had a meeting.
- Tap the Check-in
icon.
- Select an event to which you want to check in or create a new event.
Upon checking in from the meeting location, the location details will be updated as Notes for the particular meeting. Other details like check-in time and date will be available as Meetings.
![](https://download-accl.zoho.com/webdownload?x-service=writer&event-id=sh5ufc27a93fce9fd4b3e80321f4b9d42407c&x-cli-msg={"imgurl":"r-sh5ufc27a93fce9fd4b3e80321f4b9d42407c-7fe75504ca5c43fab9a95db8e96fdee9yqby30ksf1gc","rid":"sh5ufc27a93fce9fd4b3e80321f4b9d42407c"})
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