CRM Help

Using Native App for Android

Supported Zoho CRM Modules

From your Android, you can access Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data when not connected to the network. The following modules are supported in Zoho CRM for Android:

Create Records

You can create leads, accounts, contacts, potentials, cases, tasks, events, calls, products and quotes from your Android phone. Whiling adding leads and contacts, you have two options: to add a record or import from Address Book.

To create a record

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap the Add Record icon.
  3. In the Add [Record] screen, specify the details and tap Save.

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 More Options icon and then tap Convert.
  4. In the Convert Leads screen, specify the necessary details and tap Convert.
    The lead will be converted and will be available in the Converted Leads list view.

Edit Records

You can edit Zoho CRM records from your Android phone

To edit a record

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap the record that you want to edit.
  3. Tap the More Options icon and then tap Edit.
  4. Modify the details of the record and tap Save.

Delete Records

Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records in Leads, Accounts, Contacts, Potentials, Cases, Tasks, Events, Calls, Products or Quotes modules from your Android mobile.

To delete a record

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap the record that you want to delete.
  3. Tap the More Options icon and then tap Delete.
  4. Tap Yes. The record will be deleted.

Change List View

You can change the list view that helps you filter the required data based on specified criteria. For each module the pre-defined views and the ones created by the users will be listed.

To change list views

  1. Go to any module.
    The records will be listed based on the List View that is selected.
  2. Tap the List View for the list views in the module.
  3. From the List Views displayed, select the one matching your requirement.

Locate Leads/Contacts/Accounts Near You

Using Google Maps in your Android device, you can find the leads, contacts and accounts a few miles around your location. There is a list view named Leads/Contacts/Accounts Near Me which filters the leads/contacts/accounts around your location within the radius. The radius will depend on the miles specified in Zoho CRM's Settings. Please note that the necessary location service should be switched on in your device.

To locate leads/contacts/accounts near you

  1. Go to the Leads/Contacts/Accounts module.
    The records will be listed based on the List View that is selected.
  2. Tap the List View option and select Leads/Contacts/Accounts Near Me.
    All the leads/contacts/accounts near your location will be pinned on the map, irrespective of the ownership of the record or other criteria.

Note

  • The Location Service settings should be switched on to use this feature.
  • Only the contacts within the specified radius will be located in the map.
  • There are two colour pins - Red pin is for single lead/contact/account and Violet pin is for multiple lead/contacts/accounts in the same location.
  • You can tap on the pin for more details on the lead/contact/account.
  • All the leads/contacts/accounts near your location will be pinned on the map, irrespective of the ownership of the record or other criteria. The records shown in the map is not based on the list view that was selected before selecting the Leads/Contacts/Account Near Me option
  • When you tap on the pin and then the information icon, you can view the records details and other options such as Call Lead/Contact, Send Mail, Delete Record, etc. These options will be available based on the details in the record.
  • In you Android device, within Zoho CRM, you can set the radius in miles from Settings > Search Settings > Show Contacts/Leads/Accounts Near Me Within.

Send Emails

To send an email

  1. Go to Leads, Contacts or Cases module.
    You will have the option to send an email to the contact if the email address is available.
  2. Tap a record to which you want to send email.
  3. In the Record Information page, tap the Email icon.
    The record's email addresses will be listed.
  4. Tap the email address.
  5. Tap the Application that you want to use to send the email.
  6. Compose an email and send.

Using MailMagnet in Android

With Zoho Mail Add-on configured in your Zoho CRM account, you will have an inbox full of important emails from customers that are associated to your leads and contacts. It is very important that emails from your customers get a timely response and in that case, email notifications play a vital role. MailMagnet does exactly that.

For a field sales rep on the move, the MailMagnet option is very useful to receive instant notifications so that the most important emails from leads and contacts get your immediate attention. MailMagnet intelligently scans your inbox and notifies you of the emails from your prospects and customers in CRM.

MailMagnet will be available only if you enable the Zoho Mail Add-on feature and configure your email account within Zoho CRM. See Also Zoho Mail Add-on

Note

  • When the leads or contacts send emails, it will be listed under MailMagnet. Outgoing emails will not be listed in MailMagnet.
  • Only if you are the recipient (i.e. your emails address is in the To or CC fields of the email), will you receive the email in MailMagnet.
  • Group mails, such as info@zillum.com, sales@zillum.com, etc. will not be listed in MailMagnet.
  • The mail magnet will retrieve emails every 3 minutes.
  • 100 emails will be listed under MailMagnet.

Reply to Emails

To reply to emails

  1. Tap Messages icon in the Zoho CRM app.
    All the emails from the leads and contacts will be listed.
  2. Tap an email to open.
  3. Tap on the Reply icon and compose an email.
    You can also use the Reply All icon, if required.
  4. Tap Send.
    On sending the email, you wil get the option add a follow-up task and a note.

Add a Follow-up Task

To add a follow-up task

  1. Tap Messages icon in the Zoho CRM app.
    All the emails from the leads and contacts will be listed.
  2. Tap an email to open.
  3. Tap on the Task icon.
  4. In the Add Task screen, specify the task details and tap Save.

Attach Files

To attach files

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap a record and tap Attachments to upload files.
  3. Tap the Add icon. You will get the option to upload from various sources.
    You can also upload from third party apps like Dropbox, Google Drive, etc.

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 with Voice Notes. You can associate these audio files with your records and download them whenever you need.

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 and tap Notes.
  3. Tap the Voice Notes icon.
  4. Tap the record icon to start and stop recording your notes.

Make Calls

You can make calls to your customers easily by selecting the record in Zoho CRM and initiating the call. Once the call is complete, you can also log the call.

To make a call

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap a contact to whom you want to make a call.
  3. In the Record Information page, tap the Call icon.
  4. Tap the phone number to call the contact.
    When the call is completed, you can also log the call and it will be available in the Calls module.

Log Calls

After making calls to your customer, you can instantly log your calls.

To log an outgoing call

  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap a contact to whom you want to make a call.
  3. Tap the phone number to call the contact.
    When the call is completed, you will be asked if you want to log the call.
  4. Tap Yes to log the call.
  5. In the Call Information page enter the call information and tap Save.

To log an incoming call

  1. Answer the incoming call.
    When the call is over, log a call option will be available if the incoming call's phone number is available in your Zoho CRM account.
  2. Tap Yes to log the call.
  3. In the Call Information page enter the call information and tap Save.

To schedule a call for a record

  1. Go to the module (Leads, Accounts, Contacts, etc.).
    You can also go to the Calls module and add the call details. It will be associated to the record that you select.
  2. Tap a record to which you want to add call details.
    The Related Information will be available in the end.
  3. Tap Calls. The associated call details will be listed.
  4. Tap the Add Record icon to add call details.
  5. In the Call Information page enter the call details and tap Save.

View Events in Month View

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

To view events in month view

  1. Go to Events module.
  2. In the Record List page, tap the Month icon. The events will be displayed in a month view.

Associate Related Records

You can create and associate the following to the various records from the Android phone:

In Leads: Events, Tasks, Notes, Calls, Attachments, Products.

In Accounts: Events, Tasks, Notes, Calls, Attachments, Contacts, Potentials, Products, Quotes.

In Contacts: Events, Tasks, Notes, Calls, Attachments, Potentials, Products, Quotes.

In Potentials: Events, Tasks, Notes, Calls, Attachments, Products, Quotes.

In Cases: Events, Tasks, Notes, Calls, Attachments.

In Vendors: Events, Tasks, Notes, Calls, Attachments, Contacts, Products.

In Products: Events, Tasks, Notes, Calls, Attachments.

In Quotes: Events, Tasks, Notes, Calls, Attachments.

To associate related records

  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 Events, Tasks, Notes etc.
    The list of records already associated will be listed.
  4. Tap on the record to view and edit the details.
  5. Tap the Add Record icon to add a record and save the details.
    The event/task will be created and associated to the record.

Search Records

Using the Search feature, you can locate specific information or specific records without having to go through the entire list of records. From the list of matching records, if any record is online (retrieved from the server) and not locally stored in your device, then it will be automatically downloaded to your device when you open it.

To search records

  1. Go to any module.
  2. Tap the Search icon.
  3. Enter the text in search box.
    As you enter, the matching records from the device will be listed.
  4. Tap Server to retrieve records from the server.
    As you enter, the matching records will be listed.
  5. Tap Server to search records from the server.

Send Feedback

Feedback can be sent to the Zoho Mobile development team, using the feedback form.

To send feedback

  1. In the Zoho CRM Dashboard, tap Feedback.
  2. Compose the feedback content and tap Send.

Troubleshooting and Support

For any troubleshooting and support you can reach the Zoho Mobile team using the feedback form (mentioned above) and submit your questions. You can also email your questions to support@zohomobile.com.

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