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Make Calls using iPhone
You can make calls to your customers easily by selecting the record in Zoho CRM and initiating the call. Once the call is complete, you can also log the call. Note You can log only outbound calls. To make a call Go to the Leads, Contacts, Tasks or ...
Log Calls using Android
After making calls to your customer, you can instantly log your calls. To log an outgoing call Go to the module (Leads, Accounts, Contacts, etc.). Tap a contact to whom you want to make a call. Tap the phone number to call the contact. When the call ...
Make Calls in iPad
You can make calls to your customers using Skype by selecting the record in CRM and initiating the call. Once the call is complete, you can also log the call. Note You can log only outbound calls. To make a call Go to any module. Tap a contact to ...
Log Calls using iPhone
After making calls to your customer, you can instantly log your calls with the log a call feature. Note You can log only outbound calls. To log a call Go to the Leads, Contacts, Tasks or Calls module. The records in Contacts, Leads, and Accounts ...
Convert Leads using Android
Once the lead status has reached a certain stage, (i.e. when there is a chance of further negotiations), it can be qualified as a potential. You can then convert the lead into an account, contact, and potential. To convert a lead Tap ...