CRM NextGen | Telephony | Knowledge Base

Telephony
Set up Microsoft Teams inside CRM for calls
Microsoft Teams is a collaboration platform designed to streamline communication and teamwork within businesses. With the seamless integration of Zoho CRM's Telephony with MS Teams Phone System, you can make and receive calls, and log all of them ...
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 ...
Integrating Multiple Telephony Providers in an Organization
Integrating CRM account with third-party telephony providers is cost-effective and time-saving. It allows to make, receive, associate, and automate calls directly from CRM, facilitating hassle-free correspondence. A few enterprise level ...
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, ...
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 ...
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 ...

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