Calling Customers Using Zoho PhoneBridge
A major part of an agent's day is spent on managing outbound and inbound support calls. What helps them in making these calls is a good phone system and ease of access to the essential details before the call. The Zoho PhoneBridge feature connects the PBX system and the Zoho Desk that holds all the important details of your customers. It allows you to dial calls with a single click.
While your support manager will set up the integration, here is how you can make an outbound call:
- Click the Customers module.
- Open a contact to view its details.
You can also make an outbound call from the Accounts module. - Click the
icon listed alongside the contact's phone number.
The call will be initiated.
After an outbound call, the call details will be logged automatically.