Working with My Jobs module in iPhone
The My Jobs module displays all the records that you own which are a part of your organization's Blueprint process or the records that are awaiting your approval and records owned by other users.
Executing Blueprint from My Jobs module
The Blueprint that you have configured can be executed from the My Jobs module.
To execute blueprints
- Go to My Jobs module.
- Select Blueprint from the drop-down at the top.
You will see a list of records in your Blueprint process. - Select a record.
You can see the Blurprint section which displays the Current State and the Transitions that must be executed in order to proceed to the next state. - Tap the Transition and complete the requisites.
- Tap Save.
To approve records
- Go to My Jobs module.
- Select Approvals from the drop-down list at the top.
You will see the list of records that are awaiting your approval. - Tap Approve, Reject, or Delegate it to another user in your CRM account.
Related Articles
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 ...
Working with Cases
In the world of Internet, online Customer Support has become an integral part of the organizations' business process. Customer Support is an important activity in all types of product and service industries. In general, case trouble tickets are used ...
Working with Tasks
Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
Working with the Social Tab
Integrating your CRM account with Social media, fosters communication with customers through social media that ensures real time data exchanges. While social media platforms offer you the opportunity to connect with several people, you need a CRM to ...
Managing records in iPhone
Creating records New records can be added to any module of your choice. If you are creating records in the leads and the contacts module you will also have to option to 'Import from Address Book'. To create a record Open the module in which you want ...