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.