Actions Performed on Records

Actions Performed on Records

Convert Leads   

Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential.

To convert a lead

  1. Tap the Leads module. All the leads in the selected list view will be listed.
  2. Tap the record that you want to convert.
  3. Tap the Convert icon (the inverted arrow).
  4. In the Convert Leads screen, specify the necessary details.
  5. Tap CREATE NEW DEAL to add a deal. Uncheck the box, if you do not want to associate with the deal.
  6. Tap the tick icon.
    The lead will be converted and will be available in the Converted Leads list view.

Clone Records   

You can clone a record edit a few details in it, and further save it as a new record.

To clone a record

  1. Go to the module.
  2. Tap on a record you want to clone.
  3. Tap the icon and then tap Clone. 

 

Edit records

Update newer information or make changes to the existing CRM records by editing them.

To edit a record

  1. Go to the module.
  2. Tap the record and tap the icon. Make the required changes to the fields.
  3. Tap the icon
     

Delete records

Remove records permanently from the CRM, by deleting them.

To delete a record

  1. Go to the module.
  2. Tap the record.
  3. Tap the icon and then Delete.
     

Attach Files

Attach files to records to provide additional information on the lead and their buying progression.

To attach files

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. In the record's Related section, tap the Add (+) icon against Attachments.
  3. Select an option from Upload from the pop-up and attach the required file.
    You can also upload from third-party apps like Dropbox, Google Drive, etc.
    You can attach files of a maximum of 20 MB.
  4. Tap Upload.

Record Voice Notes  

You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client through Voice Notes. You can associate these audio files with your records and download them whenever you need them.

To record Voice Notes

  1. Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products or Quotes module.
  2. Tap a record to which you want to add voice notes.
Against Notes, tap the Voice Note icon.

In the Voice Note popup, tap Record to start and stop recording your note.

3. Once you stop recording, enter the title and description for the voice note.
4. Tap Save.
 

View meetings in monthly view

For the meetings, you can view the list of records in two types of views: List View and Month View.

To view meetings in a month view

  1. Go to the Meetings module.
  2. In the Record List page, toggle between the Calendar View and List View to see the events.
You can create and associate the following to the various records from the Android phone:
Module
What can be associated
Leads
Notes, Tasks, Attachments, Products, Events, Calls
Accounts
Notes, Contacts, Tasks, Attachments, Deals, Events, Calls, Products, Quotes, Sales Orders, Invoices, Cases
Contacts
Notes, Calls, Attachments, Deals, Tasks, Events, Products, Cases, Quotes, Sales Orders, Purchase Orders, Invoices
Deals
Notes, Tasks, Calls, Attachments, Events, Products, Quotes, Sales Orders, Cases
Products
Notes, Price Books, Tasks, Events, Calls, Attachments, Cases, Solutions, Contacts, Leads, Deals, Accounts
Cases
Notes, Tasks, Events, Calls, Attachments
Solutions
Notes, Attachments
Vendors
Notes, Products, Purchase Orders, Contacts, Tasks, Events, Calls, Attachments
 
Price Books
Notes, Products, Attachments
Quotes
Notes, Sales Orders, Tasks, Events, Calls, Attachments
Sales Orders
Notes, Invoices, Tasks, Events, Calls, Attachments
Purchase Orders
Notes, Tasks, Events, Calls, Attachments
Invoices
Notes, Tasks, Events, Calls, Attachments
 
  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap a record to which you want to associate events and tasks.
  3. In the Record Information page, tap the Meetings, Tasks, Notes etc. The list of records that are already associated will be listed.
  4. Tap on the record to view and edit the details.
  5. Tap the + icon to associate a record.
  6. Tap Add New to add a new associated record.
  7. Tap Assign to assign an existing record.
     

Search Records  

You can search for records to quickly fetch what you are looking for. Each module has a search tool which looks for records in the particular module.

To search records

You can do a global search from the home screen of the Zoho CRM app or perform a search specific to the module of your choice.
  1. Go to the desired module.
  2. Tap the Search icon.
  3. Enter the text in the search box. As you enter, the matching records in the module will be listed.
    You can choose between My Records or All Records of your choice.

Record Shortcuts

Record shortcuts lets you add records to the home screen. This lets you access records quickly from your device's home screen.

To add a record as a shortcut

In your Zoho CRM app, go to the module.
  1. Tap a record, and tap the icon.
  2. Tap Create Shortcut.
  3. In the Add to Home screen pop-up, tap Add automatically.
 

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