Working with Zoho PhoneBridge
How do I
Make Calls
Outbound calls can be made from records available in Candidates, Contacts and Clients modules in Zoho Recruit. To make an outbound call
Click the Candidate module.
Click on a candidate from the list.
In the Candidate Details page, click the Telephone Icon next to the phone number.
The call will be initiated. A pop-up screen with the business card view details are available.
Options
Call Reminder
Get reminded of the call that you need to make. In the middle of something? Drafting an email or in a discussion or on another call that extended for a few more minutes? Snooze the reminder and call later.
Business Card View Details
Take a quick glance at the essential details that are pulled from the Business Card View of the record.
Call Description and Follow-up Activity
Enter a call description during the call and also after you hang up. The description entered will automatically be updated in the Description field of the Call under the Call Information section in the Activities module. Also add a follow-up task or call right after the call and assign it to the sales rep.
Log Calls
After inbound and outbound call, they are automatically logged.
Receive Calls
When you receive calls, Zoho Recruit pulls out the details of the candidate/client who is calling and displays details from the record's business card view.
Options
Business Card View Details
Take a quick glance at the essential details that are pulled from the Business Card View of the record. In case of callers whose details you do not have in the Zoho Recruit database, you can always add them as a contact after the call.
Call Description and Follow-up Activity
Enter a call description during the call and also after you hang up. The description entered will automatically be updated in the Description field of the Call under the Call Information section in the Activities module. Also add a follow-up task or call right after the call and assign it to the recruiter.
Log Calls
All incoming and outgoing calls are automatically logged in the Activities module.
To view call logs
Click the ToDo's module.
Select the All Calls list view.
Click on any desired record to view the call details.