User Guide: Zoho CRM

objective to successfully authorize the ameyo application, configure your extension, and access the dialer interface within the zoho crm toolbar instructions step 1 launch the login process navigate to your zoho crm home screen locate the ameyo toolbar on the right hand side of the screen click the blue login button step 2 authorize services a pop up window will appear for authorization select your organization/profile (e g , crmuser ) click submit selecr the organisation profile if there are multiple step 3 grant permissions the system will request access to your zoho account data click the blue accept button the pop up will close automatically step 4 select campaign back in the toolbar, a campaign list will load check the box next to your assigned campaign (e g , daha crm outbound ) click the arrow icon to proceed step 5 configure extension select an option choose your extension profile if webrtc is not enabled phone number enter the phone number for this session only if webrtc is not enabled click the arrow/submit button step 6 toolbar active state you are now successfully logged in the toolbar displays your current status (e g , available ) and call statistics you can now use the dialer input box to initiate calls managing calls via ameyo toolbar objective learn how to dial numbers, manage active calls, and correctly dispose of call records after hanging up using the ameyo toolbar in zoho crm step 1 call handling ensure your status in the toolbar is set to available for auto calls scenario a initiating an outbound call enter number in the toolbar input field, type the customer's phone number (e g , 9999999999) dial click the green call button connect your extension will trigger to connect the audio line scenario b receiving an inbound call notification when a call arrives, your extension (webrtc / phone) will get a call answer accept the call via your extension or the answer button on the toolbar (if configured) crm pop up the crm will automatically pull up the customer's record if the phone number matches an existing lead or contact during the call & termination active state while talking, the toolbar status updates to indicate you are "busy" or "on call " end call to finish the conversation, click the red hangup button on the toolbar or the end call button on your softphone post call proceed immediately to the disposition window to categorize the call step 3 associate contact record immediately after the call ends, a "select contact" pop up may appear if the number matches a record in zoho crm confirm the correct lead or contact is selected click view to open the customer's record details or cancel to proceed without viewing step 5 return to available state once the disposition is saved, the toolbar automatically resets your status returns to available , making you ready for the next call the calls handled counter will increment to reflect the completed call