Can I use my Gmail ID to access Zoho CRM app on the iPhone?
You can access Zoho CRM using only the primary/secondary email address that you have registered. You can always change the primary email address to a Gmail address.
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Zoho CRM App Settings for iPhone
Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to open the application. To enable passcode lock Go to Settings > Privacy and Security > Passcode ...
Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...
Can I select an org if I install an extension from CRM Marketplace?
Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...
What data can I access using the Native App for iPhone?
The Zoho CRM Native App for iPhone supports the Leads, Accounts, Contacts, Deals, Cases, Activities (Tasks, Events, Calls) modules. You can access the data within these modules. Also, some of the related records will also be listed for the records. ...
Configure Zoho CRM for Gmail Add-on
As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...