🛠️ Steps to Use Zoho CRM

1. Log in to Zoho CRM

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2. Navigate to the Home Tab

From the left-hand menu, open the Home tab to access the CRM dashboard.

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3. Open the Acefone Dialer Agent Panel

Access the panel via the dashboard widget and sign in using your integrated agent credentials.

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4. Select Campaign

Choose your campaign from the dropdown and click Proceed to panel.

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5. Choose Connection Method

Select Number or Extension to receive a session call, or click Skip.

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The Agent Connection Method is determined by campaign configuration:

• Agent Connection Method = Dialout (Session)
• Connect Agent Through = Both

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6. Session Initiation

The system will display "Dialing out to your number" once the session is starting.

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7. In-Call Interface

Use the dialer interface to manage the call, access lead details, and take call actions.
Click Hang Up when done.

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8. Log Disposition

After the call ends, fill in the Disposition Status and optional notes, then click Submit.

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9. Submit Disposition

Choose statuses like Answered, Callback, or DND, add notes, and click Submit.

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10. Confirmation

A green notification will confirm: "Disposition created successfully", and the dialer resets.

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11. View Call Logs

Go to the Calls module to view outgoing call logs, with type, time, duration, and status.

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✅ Click to Dial

Click the green phone icon next to any number to initiate a call.

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✅ Click to Call (Manual Dial)

To manually dial a number:

1. Open the dialer popup (bottom right)
2. Click the Manual Dial tab
3. Enter the phone number
4. Click Dial

This allows agents to call numbers not stored in CRM.

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📝 Ticket Creation / Update

1. Go to the Leads module
2. Click on a lead name to view the details
3. View all tickets and updates related to that lead

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📊 Call Detail Records

Access Call Detail Records from the Calls module to view:

• Subject
• Call type
• Start time
• Duration
• Status

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🗒️ Call Notes / Description

After the call:

1. Go to the Disposition Details section
2. Select a Disposition Status
3. Add your call notes or follow-up comments

This helps document important outcomes.