Communicating with customers through iPhone
Make and log calls
- Go to Settings
in your Zoho CRM application.
- Under the Calls section, enable Call Logging
toggle switch.
- You can also specify the following:
- Place Call Using: Select the app with which you would like to place a call
- Auto Call Log: Enable the toggle switch to log the outgoing calls automatically.
- Log Prompt: Enable this toggle switch to receive a prompt whether or not log a call once its completed.
- Go to the module and select the record whom you want to call.
- Tap the call
button and select the number from the record details view.
- Log the call once it's completed and it can be accessed from the Calls Module.
Sending Emails
- Go to the module and select the record to whom you want to send an email.
Default email address will be - Tap the Email
icon from the record details view.
- You can also tap the Email template
icon and select an email template.
- Tap the Attachments
button and add attachments to the email.
- Tap Send.
View email related list
- Go to the module and select a record.
- Tap the Emails Tab.
All the emails that you have sent and received will be displayed. - Open an email and tap the reply
icon to send a reply.
You can also reply to all the users in the email or forward. - Tap the Filter
icon to view the Emails sent from CRM, All Users, or a selected user from your CRM account.
Sending SMS
- Go to the module and select the record.
- Tap More
>
Send Text Message.
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