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Zoho CRM for Call Centers (PhoneBridge) Gopal, Zoho Corp.
Key Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
PhoneBridge Scenarios ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Supported PBX Systems
PhoneBridge Workflow
User Role: Zoho CRM Administrator
Activate PhoneBridge License to Users
Manage PhoneBridge Groups Next step is to request PhoneBridge Owner to generate API Key
User Role: PhoneBridge Group Owner
Generate CRM Auth Key Next step is to send Auth Key to PBX Administrator
User Role: PBX Administrator
Download PBX Adapter from Zoho Version 1.4 Version 2.6 Version 1.6
Install and Start PhoneBridge Adapter ,[object Object],[object Object],[object Object],[object Object]
User Role: Zoho CRM Business User
Make a Phone Call to Lead or Contact
Log Outgoing Call Details
Receive a Call from Lead or Contact
Log Incoming Call Details
Manage Call Log Reports
For more information, please refer: www.zoho.com/crm   © 2011, ZOHO Corp .  ZOHO Corporation, 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA

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Zoho CRM for Call Centers