Making phone calls without a SIM card 

Note:  

1. The built-in telephony configuration and call flows need to be set up in the Zoho CRM web application.
   
2. The telephony number type must be Mobile when purchasing to access the feature on a mobile device.
   

To setup telephony as call preference

1. Open the Zoho CRM iOS app.
   

1. Tap the More icon ().
2. Go to Settings ().
3. Select Call Preferences under Calls.
   
4. Choose Built-In Telephony as the default call option.

To make Telephony calls in mobile  

1. Open the Zoho CRM iOS app.
   
2. Go to your desired module.
   
3. Tap the call icon () in the list view.
4. Choose Built-In Telephony as your call preference.
   
   
5. Alternatively, you can make telephony calls from the following places in a record
6. Mobile number hyperlinked in the business card
   
7. Call icon in the bottom bar
   
   
8. Mobile number hyperlinked in the details page 
   

Info: Once the call ends, the follow-up activities will be displayed on the screen. You can select the desired activity and schedule it accordingly.

Updating deals during a call 

1. Open the Zoho CRM iOS app.
   
2. Go to your desired module.
   
3. Tap the call icon () in the list view or from the record.
4. Select Built-In Telephony as your call preference (choose Just Once or Always).
   
5. On the call screen > tap the open deal card.
   
6. Update the deal details as needed.
   
   

Note: The call option is available in the list view for the Leads, Contacts, and Accounts modules. For other modules, the call option can be accessed within the record.

 Placing a call using the dial pad 

1.  Open the Zoho CRM iOS app.
   
2. Tap on the More icon ().
3. Tap on the Dial pad icon () in the quick access menu.
4. Enter the number and place the call.
   
   

Info: You can initiate a call even if the number is not linked to a record. If the number is already present in the CRM, its relevant details will be displayed.

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