FAQs: CRM for Mobile

FAQs: CRM for Mobile

Can I track the sales executive's location in the CRM mobile app?

Yes, Zoho CRM app for Android comes with a check-in feature which lets sales reps check in to the location when they meet with a client. Sales managers will be notified of the check-in right away and can keep track of their sales executives' client appointments. You can only create check-ins for the Leads, Contacts, and Accounts modules. You cannot create a check-in without it being associated with an event.

To check in to an event:

    1. Go to LeadsContacts, 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?

You can restrict access using profiles. To restrict access to the mobile version of the CRM, the administrator must:
    1. Navigate to Setup > Users and Control > Security Control.
    2. Select the desired profile from the Profiles list.
    3. Select Others under Extension Permissions.
    4. Disable the CRM Mobile Apps Access option.
 Once access is revoked, the users with that profile will be logged out of any existing sessions in the CRM app.

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?

If you are using the iOS or Android version of the Zoho CRM mobile app, and firing a button results in a consent popup such as the one below, then it means that your administrator has enabled location gathering via a custom button. You may select "With location info" if you are willing to share your location information. If not, you may proceed to execute the button "without location info" as well. 

What happens when you tap the button "with location info"?
  1. Your current live location will be tracked in your Zoho CRM account in the form of latitude and longitude coordinates. 
  2. Your CRM administrators will know the exact location where you triggered this button. 
  3. 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. 


For more information, visit this page on Custom Buttons in Zoho CRM. 

Can I access page layouts from the mobile app?

No. Page layouts are currently not available for the Zoho CRM mobile app.



    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • FAQs: CRM Analytics App

                                                                                                    1. What is the Zoho CRM Analytics app? Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, ...
                                                                                                  • 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 ...
                                                                                                  • Installing the CRM Mobile App

                                                                                                    Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad, and Android phones. Additionally, you will be able to use the web app ...
                                                                                                  • FAQs: Email Configuration

                                                                                                    Can I configure multiple email boxes in Zoho CRM? No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM. Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM? Yes. You can configure Gmail, ...
                                                                                                  • FAQs: Validation Rules

                                                                                                    What is a validation rule in Zoho CRM and why do I need it? In this data-driven world, it is crucial to ensure the validity and accuracy of your data. Data can enter your CRM system through various channels, such as advertisements, web forms, ...
                                                                                                    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