Communicating with Customers
Make Calls
- Go to the module (Leads/Accounts/Contacts etc.).
- Tap a contact to whom you want to make a call.
- In the Record Information 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.
Log Calls
- Go to Zoho CRM app and tap Settings.
You will find a list of options under calls. - Call logging - Enabling this option, permits you to log calls.
- Auto Call Log - Enabling this option, allows you to log calls automatically.
- Log Prompt - Enabling this option, prompts you to log a call after completion.
- Place a call.
- Once the call is completed you will be prompted to log the call.
- Tap Yes to log the call.
- In the Call Information page enter the necessary details and tap Save.
- Answer the incoming call.
When the call is over, Log this call option will be available (only if the incoming call's phone number is already present in your Zoho CRM account).
- Tap the tick icon to log the call.
- In the Call Information page enter the data that is required and tap Save.
- Go to the module (Leads, Accounts, Contacts, etc.).
You can also go to the Calls module and add the call details. It will be associated to the record that you select. - Select a record to which you want to schedule a call.
- In the record's Related section, click the Add icon against Calls.
- In the call information page tap on Type > Schedule call.
- Specify the required data and tap Save.
Send SMS
- You can send SMS to your Leads/Accounts/Contacts provided their contact number is available.
- To send SMS
- Tap the Leads/Accounts/Contacts module.
- Select the record you wish to send an SMS.
- In the Record Details page, tap the
(More) icon. - Tap Send Text Message to compose and send.
Send Emails
- Go to Leads, Contacts or Cases module (or any other custom module).
You will have the option to send an email to the contact if the email address is available. - Tap a record to which you want to send email.
- In the Record Information page, tap the Email icon.
- Select the Application that you want to use to send the email.
- Compose an email and send.
Use MailMagnet in Android device
- When you receive mails from leads or contacts, it will be listed under MailMagnet. Outgoing emails will not be listed in MailMagnet.
- Only if you are the recipient (i.e. your emails address is in the To or CC fields of the email), will you receive the email in MailMagnet.
- Group mails, such as info@zillum.com, sales@zillum.com, etc. will not be listed in MailMagnet.
- The mail magnet will retrieve emails every 3 minutes.
- 100 emails will be listed under MailMagnet.
- Tap Messages option in the Zoho CRM app.
- All the emails from the leads and contacts will be listed.
- Tap an email to open.
- Tap on the Reply icon and compose an email.
You can also use the Reply All icon, if required.
- Tap Send.
On sending the email, you will get the option add a follow-up task and a note.
- Tap Messages option in the Zoho CRM app.
All the emails from the leads and contacts will be listed. - Tap an email to open.
- Tap the More icon.
- Select Task or Note as required.
- In the Add Task screen, specify the Task details and tap Save.
- If you have selected Note, type the note and save it.
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