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Edit Records
You can edit Zoho CRM records from your Android phone To edit a record Go to the module (Leads, Accounts, Contacts, etc.). Tap the record that you want to edit. Tap the More Options icon and then tap Edit. Modify the details of the record and ...
Edit Records in iPad
You can edit the Zoho CRM record from your iPad. To edit a record Tap the Leads, Accounts, Contacts, Potentials, Cases, Products, Vendors, Tasks, Events or Calls module. All the records in the selected module will be listed. Tap the record that you ...
Create Records in iPhone
You can create leads, accounts, contacts, potentials, cases, vendors, products, tasks, events and calls from your iPhone. To create a record Go to the Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls module. The ...
Delete Records in iPhone
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 for Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls ...
Edit Personal Details
You can change your personal details such as name, email, phone number, mobile, fax, website, date of birth, address, language, time format, time zone, signature, and even name format and theme color. To change personal details Log in to CRM with ...