FAQs on Calls module

FAQs: Calls Module

How do I schedule a call?

To schedule a call
  1. Go to the calls module on the CRM home page.
  2. Click on Create Call.
  3. Select Schedule a call option.
  4. On the Schedule a Call page fill in the required details.
  5. Click Schedule.

You call has been successfully scheduled. 

How do I delete a scheduled call?

You can delete a scheduled call from the Calls details page from the Calls module.
 

To delete a scheduled call

  1. Go to the Calls module.

  2. Click the All Calls dropdown.

  3. Choose Scheduled Calls.

  4. Click on the call you want to cancel.

  5. Click the ellipsis icon and then click Cancel Call.



How do I set a call reminder for a scheduled call?

You can set a call reminder while scheduling a call to notify you 5 mins, 10 mins, 15 mins, 30 mins, or 1 hour before a scheduled call.
  1. Go to the Calls module.
  2. Select Schedule a call.
  3. Enter the necessary details.
  4. Select the reminder time from the Reminder dropdown.
  5. Click Schedule .
  You can also edit a scheduled call to set the reminder.
  1. Go to the Calls module.
  2. Click the edit icon for the desired call.

  3. Select the time from the Reminder dropdown.
  4. Click Schedule .

I am getting an overlap alert when I try to create a new call. What does this mean?

Zoho CRM lets you create as many calls and meetings as you want. The default call duration is 15 minutes and the default meeting duration is 1 hour. If you schedule a call at 5:00 pm and another call at 5:10 pm, then you will get an overlap alert, because there is an overlap on the calendar between the calls.You can proceed to schedule the call or meeting, despite the alert.

You can also change the default duration of a call or a meeting at any time.
Navigate to Calendar > Options > Preferences to change the duration.



Info
We hope that this list of frequently asked questions about Calendar Booking is informative. If you still have questions that haven't been addressed, please  let us know . We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below! 


Can I add new prospects from incoming call pop-ups?

Yes, if you've integrated your telephone provider with your Zoho CRM account, the calls you make or receive will have contextual business information. This allows you to view relevant details about the lead or contact before answering or making the call.

However, if someone who isn't in your CRM database calls you, you'll see an incoming call pop-up displaying an unknown number. You can add these new prospects as leads or contacts from the call window without interrupting your conversation.

All you need to do is click the (+) icon next to the caller's number in the pop-up when you answer a call from an unknown number. Then, choose to add them as a new or existing lead or contact.



This is especially useful when a prospect shares their business details and requirements during the call, and you need to capture the information immediately. Instead of switching screens or taking notes to enter later, you can create the record on the spot and keep your sales process moving efficiently.

        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • FAQs: Cadences

                                                                                                                                      What are Cadences? Cadences is a CRM tool that helps businesses run targeted, personalized follow-ups across emails, calls, tasks and WhatsApp. It enables teams to engage customers based on specific goals and responses, ensuring that every ...
                                                                                                                                    • What is the key difference between workflow rule for the Calls module and adding Call as an action in a workflow rule?

                                                                                                                                      Creating a workflow automation for the Calls module is for efficient call management within CRM — this will automatically perform actions whenever a call is received, made, missed, or scheduled. This significantly reduces the manual effort required ...
                                                                                                                                    • Logging Calls

                                                                                                                                      An essential part of a rep's daily activities is to make and receive calls. They need to track calls that are made to the customers, schedule calls according to the customer's availability, maintain details of the discussions in their database, and ...
                                                                                                                                    • Call Transcription

                                                                                                                                      Call Transcription converts recorded call audio into searchable plain text within the Call Activity module. Once enabled, the transcription is attached directly to the corresponding call record — so users can review a conversation without replaying ...
                                                                                                                                    • Workflow for Calls

                                                                                                                                      Workflow rules for calls allow you to perform certain actions automatically whenever a call is received, made, missed or scheduled. It significantly reduces manual effort of updating or adding details about the individual call. For example, you can ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources