How do I record a phone call?
Hi,
I'm brand new to CRM, actually I'm not a salesperson at all. I'm a software developer who's trying to integrate a VoIP system with various CRM systems.
I have a simiple question: suppose a person, probably a salesperson, receives a phone call from a customer or potential customer. How can I make a record of that phone call in the Zoho CRM system?
I see things like Cases, Leads, Tasks, and Activities, but I'm not sure which is best.
Thanks,
Ben