Can I share a dashboard on Whatsapp?
No, a dashboard can't be shared via Whatsapp. However, the components in a dashboard can be individually shared via Whatsapp or any communication channel such as emails, MMS, or messenger. The components will be shared as images.
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How do I refresh a dashboard in the mobile app?
In the Zoho CRM Analytics app, you can refresh an entire dashboard or its components individually. Simply open the dashboard or the component and swipe down from the top. The dashboard will be refreshed. The data is automatically refreshed every ...
Will the dashboard display data dynamically in the CRM Analytics app?
No, the data does not change dynamically. Every time you open a dashboard, the data is fetched from the web version of CRM and is displayed in the dashboard in your mobile application.Any change made to the web version will not be ...
How do I share records in the Free Edition?
In Zoho CRM, you can share data with other users in the Free Edition by assigning individual records to different users. You can also change the Record Owner using these steps: Click the [Module] Tab. Let's say Contacts. In the [Module] Home page, ...
On triggering a button in the CRM mobile app, I am suddenly prompted to share my location. Why is CRM requesting me to share my location?
If you are using the iOS or Android version of the Zoho CRM mobile app, and firing a button results in a consent popup such as the one below, then it means that your administrator has enabled location gathering via a custom button. You may select ...
How to share a single record (lead, deal etc.) with several users?
There are two ways in which records can be shared with others in the organization: Direct Sharing - Individual records can be directly shared with other users. For example, a deal can be shared with another sales rep. Indirect sharing - A record can ...