FAQs: CRM for Mobile
Can I track the sales executive's location in the CRM mobile app?
To check in to an event:
1. Go to Leads, Contacts, or Accounts module.
2. Tap the (Check-in) icon to create a check-in.
3. If there are already events associated with the contact, they will be displayed.
Select an event. The check-in will be associated with the event as a note.
4. If there are no events associated with the contact, the app will prompt you to create a new event for the check-in.
Create a new event and associate the check-in with the event.
How do I restrict the access to the mobile version of CRM for some users?
On triggering a button in the CRM mobile app, I am suddenly prompted to share my location. Why is CRM requesting me to share my location?
- Your current live location will be tracked in your Zoho CRM account in the form of latitude and longitude coordinates.
- Your CRM administrators will know the exact location where you triggered this button.
- These details will be discreetly used as part of your organization's business processes, to compute rewards and insights as per your company's policies.
Can I access page layouts from the mobile app?
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