Calls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix.
We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for us is a business and not a person. People come and go. We can also need to communicate with multiple people within a business before the prospect becomes a pre-qualified lead....or in our case. A deal.... Alot of times we call a business without a contact or person to associate to this record.
So our problem is... To schedule a call you need to associate it to a lead or contact. This is a mandatory field. We don't always have a contact to associate this call to. We are currently using Tasks instead of calls. Our telemarketers will open a task to read the notes then open the account page to call from the account record. We have tried listing the phone number on the task record as a field and initiating the call from this, however, then the call is not associated with the account record.
It is an oversight on our end however the end result is call volume has dropped significantly.
Is there a way to associate a call with an account within the mandatory field? Being a system field we are unable to edit this.
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