FAQs: Extensions

FAQs: Extensions

How do I make outbound calls using Zoho CRM?

Your Zoho CRM account must have the telephony integration in order to make outbound calls. Calls can be made for the Leads, Contacts, Accounts or any custom modules (with Phone field) in Zoho CRM.
 To make an outbound call:
  1. Click on the module (LeadsContacts, or Accounts).
  2. Click on a record from the list.
  3. Click the Telephone icon next to the phone number you want to call on the Record Details page.
    The call will be initiated with a pop-up screen showing a business card view of the record.

Do I have to pay an additional fee for the PhoneBridge feature?

No, you don't have to pay an additional fee for the PhoneBridge feature in CRM. The PhoneBridge feature enables you to integrate CRM with a PBX client and is available for all the paid editions. Before you start using PhoneBridge, it must be enabled from your Zoho CRM account.
To enable PhoneBridge:
  1. Navigate to Setup > Channels > Telephony.
  2. Click Enable PhoneBridge.
If you try to integrate your PBX system without enabling Phonebridge in Zoho CRM, you will see the error message: ' Admin has not enabled Telephony in Zoho'.




    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media

                              Zoho Marketing Automation

                                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 SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep 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: Deals

                                                                                            Why am I not able to enter the Expected Revenue for deals? The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value in ...
                                                                                          • FAQs: HIPAA Compliance

                                                                                            How does Zoho CRM help organizations be HIPAA Complaint? At Zoho CRM, we allow organizations to be compliant with the HIPAA guidelines by providing the following options: Select modules that contain personal health data: All modules that contain ...
                                                                                          • FAQs: Email Configuration

                                                                                            Can I configure multiple email boxes in Zoho CRM? No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM. Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM? Yes. You can configure Gmail, ...
                                                                                          • Slack

                                                                                            This integration is supported for users in the US, EU, and IN DCs. When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss ...
                                                                                          • FAQs on Assignment Rules

                                                                                            What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...
                                                                                          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