Step 1: Locate the Connect CRM App Finding the App on Your Home Screen Alright, let’s kick things off. First, you need to find the Connect CRM app on your iPhone. If you’re like me, your home screen can get a bit cramped with all those apps. So, just swipe through your screens until you […]
Set Up Your Contacts Properly Import Contacts from Other Sources Getting started is all about having your contacts ready. I mean, what good is a CRM if you don’t have your contacts organized? So the first step I usually take is importing contacts from other apps or platforms. Most people I know have their contacts
1. Understand the Importance of Syncing Contacts Keeping Your Business Organized So, let’s kick things off with why syncing your Zoho CRM contacts to your iPhone is crucial. As someone who juggles different clients and contacts every day, I can tell you that organization is key. When my contacts are synced, I can easily access