Step 2: Associate Ringio Number with Zoho CRM Users

To associate Ringio phone numbers with Zoho CRM users

1. Go to Setup > Channels > Telephony.
   
2. In the Ringio Configuration page, click Add phone number.
   
3. Enter the Phone number that you purchased from Ringio. It is mandatory to enter the phone number along with the respective country code. Now click Associate User.
   
4. Select the  CTI Agent Name/Extension from the drop-down list.
   
   This list will contain the name by which the numbers are configured. It could either be extension number, person's name or any other customized value.
   
5. Map the value selected in the previous step to the Zoho CRM User from the drop-down list.
   
6. Select the Incoming call and Outgoing call checkboxes if you want to give incoming and outgoing call permissions respectively.
   
7. Click the  Add icon to associate more users with phone numbers.
   
   Based on this association, incoming calls will be channeled to the users and they will be able to make outgoing calls.
   
8. Click Save.
   

Note

• Under Incoming call tab, entries will be listed based on phone numbers, whereas under Outgoing call tab, entries will be listed based on users' names.
  
• If you want to edit the existing number and associated more users with CTI Agent Name/Extension, you need to add the same phone number again as mentioned in step 2.
  

Edit or Remove a Phone Number

To remove a phone number

1. Go to Setup > Channels > Telephony.
   
2. In the Ringio Configuration page, the phone numbers added will be listed.
   
3. Click the Incoming calls or Outgoing calls tab.
   
4. Move the mouse pointer to a phone number and click on any one of the links:
   
   • Edit - You can edit the phone number and the user associated to the number.
     
   • Remove - The phone number will be removed from the list.