FAQs on Telephony | Online Help - Zoho CRM

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 (Leads, Contacts, 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.


    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


                              




                            

                              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

                                                                                          • Using Built-In Telephony

                                                                                            Once built-in telephony is set up, users can personalize their phone preferences, manage user availability, make outgoing calls, receive calls, view calls in conversation and calls in queue, and add follow-up activities in CRM. Set User Availability  ...
                                                                                          • Logging Calls

                                                                                            Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules ...
                                                                                          • Working with Telephony

                                                                                            Making Calls Outbound calls can be made from records available in Leads, Contacts and Accounts modules in Zoho CRM. Please note that, if you have configured Ringio, the option to use the keypad, mute and hold will not be available. To make an ...
                                                                                          • Telephony - An Introduction

                                                                                            The time and effort that you put into choosing and setting up a phone system for your business is always worth it. The goal is to give your customers an easy way to get in touch with you and provide the best services to answer their questions and ...
                                                                                          • Configuring built-in telephony in Zoho CRM

                                                                                            Configuring a telephony system in your organization ensures the security of your daily business correspondence. In addition to building and personalizing the telephony system, you can also manage subscriptions, payments, and recordings without any ...
                                                                                          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