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 Calls module.
The records in Contacts, Leads, and Accounts modules are listed in alphabetical order. - Tap a record to which you want to make a call.
- In the Record Details page, tap the Call icon.
- Tap the phone number to call the contact.
When the call is completed, you can also log the call and it will be available in the Calls module.
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