Add a Follow-up Task using iPhone

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• Add a Follow-up Task

  To add a follow-up task Tap Messages icon in the Zoho CRM app. All the emails from the leads and contacts will be listed. Tap an email to open. Tap on the Task icon. In the Add Task screen, specify the task details and tap Save.

• Add a Follow-up Task in iPad

  To add a follow-up task Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap the Task icon. In the Add Task popup, specify the details and tap Save.

• Add a Note using iPhone

  You will get the option to add a note only after you reply to an email. To add a note Tap the Messages icon in the Zoho CRM app. Email received from the leads and contacts will be listed.  Open an email and tap on the Reply icon. Compose an email and ...

• Add Auto Follow Rules

  Auto-Follow Rules, as the name suggests, helps you automatically follow records that are important to you. When a record meets the criteria specified in the Auto-Follow Rule, the record is automatically followed by you. Changes made to the records ...

• Upload Photo using iPhone

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo from the iPhone's Photo Library. To upload a photo Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to ...