Calling Customers Using Zoho PhoneBridge
A major part of an agent's day is spent on managing outbound and inbound support calls. What helps them in making these calls is a good phone system and ease of access to the essential details before the call. The Zoho PhoneBridge feature connects the PBX system and the Zoho Desk that holds all the important details of your customers. It allows you to dial calls with a single click.
While the integration will be taken care by your Support Manager, here is how you can make an outbound call:
- Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.)
- Select Customers from the Modules menu.
- In the [Module] Home page, open a record in its detail view. ( For e.g. Contacts or Accounts)
- In the Record Details page, click the
icon next to the phone number. The call will be initiated.
After an outbound call, the call details will be automatically logged.
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