Zoho Recruit | Logging Calls

Logging Calls

The Log a Call functionality helps you to register the inbound calls (received from candidates and customers) and outbound calls (dialed to candidates and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this functionality in Zoho Recruit.

For example customer support executives can log calls and identify the time spent on each call and keep track of the average time spent in calls on a monthly basis. On the other hand, the Sales and Marketing Executives can keep track of all the calls they make to their prospects. The call details can be further used to generate reports on billing details, average time spent on calls, number of calls per day, etc.


Availability

Profile Permission Required: Access to the Activities Tab that includes View, Create, Edit and Delete permissions.

Benefits

  • Helps identify typical questions asked by users
  • Keep track of all the customer calls for future reference.

Log a Current Call

To log a current call

  1. In the Activities module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the Open Activities related list.
  2. In the Log a Call page, do the following:
    You cannot add custom fields in the Log a Call page. However, you can customize the existing fields using page layout customization.
    • Specify the Subject of the call.
    • Select the Call Type as Inbound or Outbound.
    • Select the purpose of the call from the Call Purpose drop-down list.
    • Specify the Contact/Candidate name from whom the call came or to whom the call is made.
    • In case of a call from/to a contact, select the Related To record, if required.
    • In the Call Details section, click Current Call.
      By default, Current Call is selected.
    • Click Start.
      The call timer indicates the duration of the current call.
    • Click Stop when the call is completed.
      The Call Start Time and Call Duration are automatically updated.
    • Specify Description and Call Result.
  3. Click Save to save the current call.
  4. Click Save & Create Follow-up Task to save and create a follow-up task.
Note

  • The Related To field will be available only if you are calling a Contact.

  • The user who logs a call is the Call Owner and you cannot change the owner of the call.

  • The details of the call will be available in the Activities tab.

Log a Completed Call

To log a completed call

  1. In the Activities module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the Open Activitiesrelated list.
    • Specify the Subject of the call.
    • Select the Call Type as Inbound or Outbound.
    • Select the purpose of the call from the Call Purpose drop-down list.
    • Specify the Contact/Candidate name from whom the call came or to whom the call is made.
    • In case of a call from/to a contact, select the Related To record, if required.
    • In the Call Details section, click Completed Call/Schedule Call.
      By default, Current Call is selected.
    • Enter the Call Duration of the call in minutes and seconds.
    • Specify Description and Call Result.
  2. Click Save, or click Save & Create Follow-up Task to save and create a follow-up task.
Note

The Related To field will be available only if you are calling a Contact.

The details of the call will be available in the Activities tab.

You can mark the Call Duration and Call Start Time fields as non-mandatory.

Once the call is marked as completed, you will not be able to edit the record entry.

Schedule a Call

Schedule calls in Zoho Recruit 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 Activities module, click New Call.
    You can also add call details from within a record by clicking the Log a Call link in the Open Activitiesrelated list.
    • Specify the Subject of the call.
    • Select the Call Type as Inbound or Outbound.
    • Select the purpose of the call from the Call Purpose drop-down list.
    • Specify the Contact/Candidate name from whom the call came or to whom the call is made.
    • In case of a call from/to a contact, select the Related To record, if required.
    • 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 Call Owner from the lookup.
    • Specify Description and Call Result.
    • Select a Reminder option from the drop-down list.
  2. Click Save.

Associate calls with Recruit records

To associate calls with Recruit records

  1. Click the Candidate 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 SubjectActivity Type, StatusDue Date or Owner Name links to sort the display order of the records.
    • Click the Edit or Del 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.

    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









                                            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

                                                                                                              • Standard Fields in Log Calls

                                                                                                                In the Log a Call page, you need to specify the call-related information. The following table provides description of the various fields in the page. Field Name Description Data Type Subject Enter the subject of the call. Text Box Call Type Choose ...
                                                                                                              • Activity Log

                                                                                                                This feature allows you to view a list of the actions performed by users in Zoho Recruit. You can sort the actions based on the user who performed it and the date it was performed. Entries in the Activity Log will be deleted after 90 days. The ...
                                                                                                              • Activities

                                                                                                                An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...
                                                                                                              • Integrate RingCentral with Zoho Recruit

                                                                                                                Set up RingCentral Integration RingCentral is a Cloud phone system, unlike regular on-premise systems. The advantages of integrating RingCentral with Zoho Recruit include:: When you receive an incoming call from or initiate an outgoing call to a ...
                                                                                                              • Calendar Booking

                                                                                                                Recruiters can now set their availability preferences with Calendar Booking in Zoho Recruit. Calendar booking comes in handy for recruiters to set dates based on their availability. Booking links can either be shared via emails to candidates or ...
                                                                                                                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