Incoming Call at central number

Hi,

our sales people have been working with Zoho CRM for a while now.

We are in the process of switching to One and I need a little idea.

How did you design the process when a customer calls the central number?

Until now we sent a mail with a callback request to the employee.

But I want all calls to be logged in Zoho.

We also get tickets in for Zoho Desk and ordering consumables through the same phone channel.

Links in the customer module ?

Thanks a lot

Greetings Frank

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A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________

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