1. Activities module is split up into Tasks, Calls and Meetings modules. This change will reflect for users who signed up after September 6, 2021.
   
2. Existing users will have both the Activities module and the individual Tasks, Calls and Meetings modules to ease the transition. 
   
3. Activities module will be discontinued for existing users after giving them enough time for the transition and only Tasks, Calls and Meetings modules will be available.

The Calls module provides a perfect platform to store and track every detail related to a call. The sales reps can enter call details like duration, date and time of calls, and notes about the content of calls. This data can be used to evaluate the time spent on each call or the average time a call takes to complete and more. The details can be helpful in generating reports on billing details, call status, and number of calls made per day.

Create a current call

1. In the Calls module, click Create Call > select Call now.
2. In the Log a call popup window, do the following:
   
   You cannot add custom fields in the Create Call page. However, you can customize the existing fields using page layout customization.
   
   • Specify the Contact/Lead name from whom the call came or to whom the call is made.
   • Select to whom the call is Related to from the drop-down list (for eg. account, quote, order etc.)
   • Choose the Call purpose from the drop-down list.
   • Enter the Call agenda.
     
     
   • Click Call.
     The call timer indicates the duration of the current call.
     
     You will be taken to the interface where the call is made. You can Pause call if required.
     
     
     
     Add a call description at the foot of the call window. You can see this in the Description field of the call once it has been saved.
     
   • Click End Call when the call is completed.
     
   • You can attach a Follow-up Meeting, Call or Task if required to the call. This will be associated with the contact.
     
     
3. Click Save to save the current call.
   

Note

1. The Related To field will be available only if you are calling a Contact.
   
2. The user who logs a call is the Call Owner and you cannot change the owner of the call.
   
3. The details of the call will be available in the Calls tab.

Log a call

1. In the Calls module, click Create Call > select Log a call.
2. In the Create Call popup window, do the following: 
   
   • Specify the Contact/Lead name from whom the call came or to whom the call is made.
     
   • Enter the Subject of the call.
     
   • Select the purpose of the call from the Call Purpose drop-down list.
     
   • In case of a call from/to a contact, select the Related To record, if required.
     
   • Select the Call Type as Inbound or Outbound.
     
   • In the Call Details section, click Completed Call.
     
     By default, Current Call is selected.
     
   • Enter the Call Duration in minutes and seconds.
     
     
     
   • Specify Description and Call Result.
     
3. Click Save.
   
   The call is saved in the Calls module.
   
   The call will also be displayed in the Closed Activities Related List in the Details page of the respective lead/contact.
   

Note

1. The Related To field will be available only if you are calling a Contact.
   
2. The details of the call will be available in the Calls tab.
   
3. Once the call is marked as completed, you will not be able to edit the record entry.
   

Schedule a Call

Schedule calls in Zoho CRM that can be taken up by users later. Each call that is scheduled has three option in the details page.

• Mark as Completed - The calls that you mark as completed will be moved to the Closed Activities Related List in the associated record.
  
• Reschedule Call - At times when you are not able to stick to the scheduled call, you can reschedule it for later.
  
• Cancel Call - You can also cancel a call whenever necessary.
  

These options are available in the call's details page, list views, related lists, reminders and calendar.

To schedule a call

1. In the Calls module, click Create Call > select Schedule a call.
2. In the Create Call popup window, do the following: 
   
   • Specify the Contact/Lead name from whom the call came or to whom the call is made.
     
   • Specify the Subject of the call.
     
   • Select the purpose of the call from the CallPurpose drop-down list.
     
   • In case of a call from/to a contact, select the RelatedTo record, if required.
     
   • The Call Type is selected by default as Outbound.
     
   • In the Call Details section, click Schedule Call.
     
     On selecting Schedule Call, you will have the option to assign the call to a user.
     
   • Select the CallOwner from the lookup.
     
     
     
   • Specify Description and CallResult.
     
   • Select a Reminder option from the drop-down list.
     
3. Click Save.
   

Associate calls with CRM records

To associate calls with CRM records

1. Click the Leads or Contacts tab.
   
2. Select the record for which you want to log a call.
   
3. In the [Record] Details page, the existing call details, if any, are displayed.
   
   • Click Subject, Activity Type, Status, Due Date or Owner Name links to sort the display order of the records.
     
   • Click the Edit or Delete link to modify or delete the call details respectively.
     
4. Click the Log a Call link.
   
5. In the Log a Call page, enter the call related details.
   
6. Click Save, or click Save & Create Follow-up Task to save and create a follow-up task.
   

Standard fields in Calls module

Field Name	Description	Data Type
Subject	Enter the subject of the call.	Text Box
Call Type	Choose Inbound for the incoming calls in your organization. Choose Outbound for the outgoing calls in your organization.	Select option
Related To	Choose the type of record to which the call is related and then choose the record.	Drop-down list
Call From/To	Specify to whom the call is made or from whom the call is received.	Select option
Call Purpose	Choose the purpose of the call from the drop-down list.	Pick list
Call Result	Specify the call result	Text Box
Time Details	Click Current Call if the call is in progress. Click Completed Call if the call is completed.	Select option
Call Start Time	Automatically displays the current date and time.	Date and Time
Call Duration	Displays the call duration for the Current Calls. For Completed Calls, specify the call duration.	Numeric
Description	Specify the description of the call.	Text Box

Note

1. You cannot add custom fields in the Log a Call page. However you can customize the existing fields using page layout customization.
   
2. You cannot mark the Call Duration and Call Start Time fields as non-mandatory.