The MiiTel extension provides seamless telephony integration for Zoho CRM, enabling users to effortlessly make and receive calls directly within the CRM platform. The MiiTel telephony widget is conveniently positioned in the bottom right corner of Zoho CRM, allowing calls to be made from any module by clicking the call button next to a phone number. All call activities, both incoming and outgoing, are recorded in the Call module with comprehensive details.
Why should users avoid clicking the maximize button?
The size of the window is too wide for Zoho CRM. This will be fixed in upcoming editions.
Can users schedule calls?
Users cannot schedule calls at the moment. They will have to make calls manually using the MiiTel extension.
Are incoming calls recorded when all users are busy?
Incoming calls are not recorded when:
- All the users are engaged on other calls.
- The user's status is set to busy.
- As a result, the data will not be tracked into the system. Incoming calls are only recorded when the user's status is available and they do not answer the call.
Are both incoming and outgoing calls tracked?
All outgoing calls are tracked as outgoing in the system. However, for incoming calls, if the user's line is engaged or their status is set to busy, then the data is not tracked. Calls attended by the user are tracked as incoming.
Will missed calls be logged during incoming calls?
Missed calls will not be logged during incoming calls.
What will happen if a note exceeds the character count?
If the number of characters exceeds the character count, the data will be synced into Zoho Analytics, for which a link will be provided.
What should be done if a MiiTel analytics page is open in telephony?
If any MiiTel analytics pages are open in telephony, refresh the page.
What information will be synced in the notes section?
The following information will be synced in the notes section:
- Dial Start At
- Dial Answered At
- Dial End At
- Caller Name
- Receiver Name
- Tags
- Speech Recognition Raw
- Speech Recognition Summary
- Voice Recognition
- MiiTel Call Summary
- From Number
- To Number
- Analytics link
Is a forwarded call synced in Zoho CRM?
No, forwarded calls are not synced in Zoho CRM.