Location and Maps

Location and Maps

Locate People Near You

If you wish to meet customers near you when you are on a business trip, your mobile CRM app will instantly tell you which contacts are near you and how important they are to your business.
Using Google Maps in your Android device, you can find Leads, Contacts and Accounts a few miles around your current location as well as a custom location.

To locate Leads, Contacts, Accounts near you
  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Against the selected List View click the  (Map) icon .
    All the Leads/Contacts/Accounts near your location will be pinned on the map.
  3. Add Custom location to view Leads/Contacts/Accounts in and around that particular location.
Note
  1. The Location Service settings should be switched on to use this feature.
  2. Only the contacts within the specified radius will be located in the map. The default radius is 10 kilometers for both your current location and custom location. You can change this radius as required.
  3. There are two colour pins - Red pin  is for single lead/contact/account and Violet pin  is for multiple lead/contacts/accounts in the same location.
  4. You can tap on the pin for more details on the lead/contact/account.
  5. When you tap on the pin and then the  (information) icon, you can view the records details and other options such as Call Lead/Contact/Account, Send email, Delete record, etc. These options will be available based on the details in the record.

Check-in to a location

When you go out with your family to a great restaurant or you are at the movies with your friends, you want to share the news with the world - and so you "check-in" to the location and share it on Facebook or Twitter. Similarly, from the Zoho CRM app for Android, you can now check-in to the location when you meet with a client. Sales managers can immediately be notified of the check-in and therefore can keep a track of their sales reps' client appointments.

Check-ins are closely tied to Events. For example, you have an event called "Demo for Product at Kevin's office". When you check-in to a location, say Kevin's office, you can either associate the check-in to the existing event or create an event upon the check-in. The check-in is automatically attached as a note to the event. You can create check-ins only for the Leads, Contacts and Accounts modules. You cannot create a check-in without it being associated to an event.

To check-in to an event
  1. Go to Leads/Contacts/Accounts modules.
  2. Tap the (Check-in) icon to create a check-in.
  3. If there is already an event associated to the contact, the exisiting event(s) show up.
    Select an event. The check-in is associated as a note for the event.
  4. If there is no event, the app prompts you to create a new event for the check-in
    Create a new event and associate the check-in to the event.
Note
When a check-in is made, an update regarding the check-in is posted to Feeds automatically.

View Map

Using Google Maps, you can locate the address of the Leads, Accounts, and Contacts.

To view maps
  1. Go to the module (Leads, Accounts, Contacts, etc.).
  2. Tap a record whose address you want to view in Google Maps.
  3. In the Record Details page, tap the  (Map) icon.
  4. Tap the address location that you want to see (Mailing Address, Billing Address, etc.).
  5. The selected address will open in Google Maps.