Attach Files using Android

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• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...

• Attach Files in iPad

  To attach files Go to a module and tap a record. Tap Attachments to upload files. 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. 

• Delete Records using Android

  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 ...

• Convert Leads using Android

  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 Tap ...

• Make Calls using Android

  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 Go to the module (Leads, Accounts, Contacts, etc.). Tap a contact to whom ...