In one click, call your customers by clicking on their phone number from Zoho
If you're in Zoho Bigin and have installed the Ringover extension on Chrome or Firefox, to call a contact, simply click directly on the desired number in your feed or go to the contact's page.
Calls are recorded as call activities
In your activity feed, you can see all your past and upcoming call tasks (with recordings, notes, tags, and transcriptions).
- Go to the "Activities" section of your Zoho Bigin account,
- And click on the "Calls" tab.
When you click on the call, you'll see the details of the call with your filled-in notes and tags.
SMS and WhatsApp messages are recorded as tasks
You can find your SMS and WhatsApp messages on the activities page under the tasks tab on your Zoho Bigin account.
CRM fields in the Dialer
In your Ringover Dialer, when making a call, you have the option to click on the Zoho Bigin icon located to the left of the displayed name and phone number. This will redirect you to the corresponding contact sheet in your Zoho Bigin application.