An essential part of a rep's daily activities is to make and receive calls. They need to track calls that are made to the customers, schedule calls according to the customer's availability, maintain details of the discussions in their database, and keep a record of the missed calls so they can follow-up. It's important to record all this information in an organized manner despite how busy they may be.
The Calls layout in the Activities module provides a perfect platform to store and track every detail related to a call. The sales reps can enter call details like duration, date and time of calls, and notes about the content of calls. This data can be used to evaluate the time spent on each call or the average time a call takes to complete and more. The details can be helpful in generating reports on billing details, call status, and number of calls made per day.
The layout is divided into four sections, which each have default fields to allow your sales reps to capture information about the call:
You can customize the layout by adding custom fields to all the sections except for Call Information. The total number of each type of custom fields that you can add are as follows:
To add custom fields
By maintaining call records in CRM you can:
To log a completed call
Schedule calls in Zoho CRM that can be taken up by users later. Each call that is scheduled has three option in the details page.
These options are available in the call's details page, list views, related lists, reminders and calendar.
To schedule a call
To associate calls with CRM records
Field Name | Description | Data Type |
Subject | Enter the subject of the call. | Text Box |
Call Type |
|
Select option |
Related To | Choose the type of record to which the call is related and then choose the record. | Drop-down list |
Call From/To | Specify to whom the call is made or from whom the call is received. | Select option |
Call Purpose | Choose the purpose of the call from the drop-down list. | Pick list |
Call Result | Specify the call result | Text Box |
Time Details |
|
Select option |
Call Start Time | Automatically displays the current date and time. | Date and Time |
Call Duration |
|
Numeric |
Description | Specify the description of the call. | Text Box |
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.