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'.




    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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: Team Module

                                                                                                                CRM for Everyone is in the Restricted Early Access mode and is available only to a select set of users upon request. Request access to gain hands-on experience with this new version. Why is there a need of CRM for Everyone? Providing a smooth ...
                                                                                                              • FAQs: SalesInbox

                                                                                                                What is SalesInbox? SalesInbox in Zoho CRM is a feature specifically designed to prioritize and organize emails based on the CRM data that is most relevant to salespeople. It automatically sorts incoming emails into relevant CRM categories, such as ...
                                                                                                              • 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 ...
                                                                                                              • Slack

                                                                                                                This integration is supported for users in the US, EU, JP, 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 ...
                                                                                                                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