Working with Telephony | Online Help - Zoho CRM

Working with Telephony


Making Calls

Outbound calls can be made from records available in Leads, Contacts and Accounts modules in Zoho CRM. Please note that, if you have configured Ringio, the option to use the keypad, mute and hold will not be available.

To make an outbound call

  1. Click a [Module] tab.
  2. Click on a record from the list.
  3. In the Record Details page, click the Telephone Icon next to the phone number.
    The call will be initiated with a pop-up screen having a business card view of the record.

Options

Call Reminder

Get reminded of the call that you need to make. In the middle of something? Drafting an email or in a discussion or on another call that extented for a few more minutes? Snooze the reminder and call later.


Business Card View Details

Take a quick glance at the essential details that are pulled from the business card view of the record.


Call Description and Follow-up Activity

Enter a call description during the call and also after you hang up. The description entered will automatically be updated in the Description field of the Call under the Call Information section in the Calls module. Also, add a follow-up task, create an event, or call right after the call and assign it to the sales rep.


Log Calls

After inbound and outbound call, they are automatically logged.

Receive Calls

When you receive calls, Zoho CRM pulls out the details of the customer who is calling and displays details from the record's business card view.

Options

Business Card View Details

Take a quick glance at the essential details that are pulled from the Business Card View of the record. In case of callers whose details you do not have in the CRM database, you can always add them as a contact after the call.


Call Description and Follow-up Activity

Enter a call description during the call and also after you have completed the call. The description entered will automatically be updated in the Description field of the Call under the Call Information section in the Calls module. Also add a follow-up task, create an event or call right after the call and assign it to the sales rep.


Log Calls

All incoming and outgoing calls are automatically logged in the Calls module.

To view call logs

  1. Click the Calls module.
  2. Select the All Calls list view.
  3. Click on any desired record to view the call details.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Telephony - An Introduction

                                                                                                    Many salespeople spend a significant portion of their day making and receiving calls. For example: SDRs place large numbers of calls to reach out to potential clients and source appointments for account executives. Account executives engage with ...
                                                                                                  • Using Built-In Telephony

                                                                                                    Once built-in telephony is set up, users can personalize their phone preferences, manage user availability, make outgoing calls, receive calls, view calls in conversation and calls in queue, and add follow-up activities in CRM. Set User Availability ...
                                                                                                  • Working with Built-in Telephony

                                                                                                    This guide will cover the information needed for a CRM admin to maintain the built-in Telephony feature in Zoho CRM. Please use the table of contents on the right hand side (under On this page) to navigate through this document. If you're accessing ...
                                                                                                  • Configuring built-in telephony in Zoho CRM

                                                                                                    This guide covers the information needed for a CRM admin to set up the built-in Telephony feature in Zoho CRM. Once you've identified your company's telephony needs, you can compare telephony providers based on key features, Zoho CRM integration, ...
                                                                                                  • Logging Calls

                                                                                                    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 ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources