iPhone
Customizations in Zoho CRM
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can be created on the web and accessed from the mobile app. Read more. Custom buttons can be ...
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. To locate the record, select Google Maps or Apple Maps as the provider from the Map Settings menu. ...
Collaborate Using Feeds
Using Feeds in Zoho CRM, you can communicate clearly with your team and share ideas on important business aspects. Feeds also give you updates on the important records that you follow, such as who updated a record and what changes were made to a ...
Execute Blueprints on iPhone
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. If you have a process in place for deals, you can execute the required Blueprint Transitions right on the app and progress to the next stage in the ...
Managing Processes on iPhone
My Jobs module From the MyJobs module, users can perform process-related actions, such as executing a blueprint and working with records that are under an approval process To view the My Jobs module Tap the more icon in your Zoho CRM app. Tap My ...
Actions performed on records
Creating records New records can be added to any module of your choice. If you're creating records in the Leads and Contacts modules, you'll also have the option to import from your address book. To create a record Open the module in which you want ...
Assignment Threshold in Zoho CRM iOS
Assignment Threshold in Zoho CRM helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being ...
Dynamic Display in Zoho CRM for iOS
The list view displays all the records in an organized order, helping users quickly find and manage their CRM data. With Dynamic Display support in Zoho CRM mobile, users can now customize the fields they want to display in each record of their list ...
WhatsApp business messaging in Zoho CRM iOS app
WhatsApp is one of the most widely-used communication platforms, with over 2.7 billion unique users globally. For businesses, being accessible on WhatsApp is increasingly important, as around 85% of customers prefer to connect with brands directly on ...
List view and saved filters in Zoho CRM iOS app
A list view displays records from a module in a list format, showing relevant data based on pre-defined criteria. Businesses often manage a large volume of records, and finding the right one to follow up on can be challenging. List views solve this ...
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Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...