Upload Photo using iPhone

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• Upload Photo in iPad

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo from the iPad'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 ...

• Upload Photos using Android

  For Leads and Contacts, you can upload an image by taking a photo or using an existing photo in the android device. To upload photo Go to the Leads or Contacts module. Tap the record to which you want to upload a photo. In the Record ...

• Make Calls using iPhone

  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. Note You can log only outbound calls. To make a call Go to the Leads, Contacts, Tasks or ...

• Log Calls using iPhone

  After making calls to your customer, you can instantly log your calls with the log a call feature. Note You can log only outbound calls. To log a call Go to the Leads, Contacts, Tasks or Calls module. The records in Contacts, Leads, and Accounts ...

• Send SMS using iPhone

  Along with calling options, you also have the option to send SMS to Leads and Contacts. To send SMS Tap the Leads/Contacts module. All the records in the selected module will be listed. Tap the record to which you want to send SMS. In the Record ...