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Quick Actions for Calls in Zoho CRM

This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature.

Key takeaways:

  • After completing a call, you can log an activity or task directly from the CRM dialer.
  • This prepopulates the activity or task with information about the call, making it easier to track your interactions with leads and contacts.
  • You can log various types of activities, including follow-up calls, events, and tasks.

Steps:

  1. Complete a call using the CRM dialer.
  2. Click the “Add a follow-up action” button.
  3. Select the type of activity you want to log.
  4. Enter the details of the activity.
  5. Click “Save”.

Benefits:

  • Saves time and effort by eliminating the need to manually enter information about the call.
  • Improves communication and collaboration by providing a centralized record of all interactions with leads and contacts.
  • Helps you track your progress and measure your success.

This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the dialer, you can save time, improve communication, and track your progress.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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