Office@Hand is a cloud-based telephony system unlike the regular on-premise systems. Using the Office@Hand integration for Zoho CRM, you can do the following.
To configure Office@Hand in Zoho CRM, you must
To enable Office@Hand Integration
Once you have enabled the Office@Hand integration, you will be prompted to log in to your Office@Hand account from Zoho CRM.
To log in to your Office@Hand account
Once you have enabled Office@Hand in Zoho CRM and logged in to your Office@Hand account in Zoho CRM as well as the softphone, you are ready to use this integration.You can receive incoming calls, initiate outgoing calls and add follow-up activities right withon Zoho CRM.
When you receive an incoming call from your CRM contact via Office@Hand, you can see a screen pop-up, where you can view the details of your contact in a business card format.
At the end of the call, you can add follow-up actions like notes or tasks on the Call Ended window.
Before you make an outgoing call from Zoho CRM, you can choose your preferred phone number from the list of phone numbers configured within your CRM.
To initiate an outgoing call from Zoho CRM via Office@Hand,
At the end of every call via Office@Hand, you can do any or all of the following activities from the Call Ended window in Zoho CRM. These would automatically be associated to the respecitve record.
Calls made, received, missed and unanswered in Zoho CRM via Office@Hand are automatically logged in the Calls module.
To view call logs
The Office@Hand Integration can be disabled at any time. Only the Administrator of a Zoho CRM account can disable the integration.
To disable Office@Hand integration
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