Nieuwe oproepbalk feature in Zoho CRM

Nieuwe oproepbalk feature in Zoho CRM

Beste Community,

Onlangs hebben we een verbetering aangebracht voor onze ingebouwde telefoniegebruikers. Bij het instellen van de ingebouwde telefonie krijgen gebruikers de telefooninstellingen onder aan het scherm te zien. Het helpt hen om hun beschikbaarheidsstatus in te stellen (online of offline), hun voorkeuren voor uitgaande oproepen aan te passen (via browser of telefoon) en te kiezen of ze de oproep pop-up op hun CRM-scherm willen weergeven of niet. Met onze
nieuwste verbetering bieden we twee nieuwe opties: Oproepen bekijken in gesprek en Oproepen bekijken in wachtrij die worden geopend in de oproepbalk, om gebruikers te helpen de lopende oproepen in de organisatie en de oproepen in de wachtrij bij te houden. Laten we de twee opties in detail bekijken (de volgende screenshots zijn in het Engels).

Door te klikken op Oproepen bekijken in Gesprek vanuit de telefooninstellingen, kunnen gebruikers de basisdetails zien voor alle lopende gesprekken. Zoals met wie het gesprek is, de duur van het gesprek en de gebruiker die het gesprek heeft gestart. Als het nummer bovendien is gekoppeld aan een lead of contactpersoon in CRM, wordt de naam van de record weergegeven in plaats van het nummer. Gebruikers kunnen de klantgegevens krijgen, zoals de gebruikelijke weergave van een visitekaartje, door op de naam te klikken.


Wanneer je op Oproepen bekijken in wachtrij klikt, verschijnt de oproepbalk waar gebruikers de details van de inkomende oproepen kunnen zien, zoals het nummer of de klant van wie de oproep afkomstig is, het nummer dat door de beller is gebeld in de kolom "Bellen naar" en de tijd het gesprek heeft in de wachtrij gestaan.

In de toekomst hebben we plannen om functies toe te voegen, zoals het beantwoorden van de oproep uit de wachtrij, en er zullen nog veel meer opties met betrekking tot oproepen worden toegevoegd als onderdeel van de oproepbalk. Ik hoop dat jullie wat aan deze nieuwe functies hebben! En als je vragen hebt, vergeet deze dan niet te stellen in de comment sectie.

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