How does MyOperator handle leads and activities for incoming, outgoing calls and Click2Call in Zoho CRM?
- For incoming calls, MyOperator searches for leads in Zoho CRM using the customer's phone number. If the lead doesn't exist, it adds the lead and activity in CRM. If the lead exists, it adds the activity and tags the existing lead.
- For outgoing calls, MyOperator adds the activity directly in Zoho CRM.
- Click2Call allows agents to initiate calls from Zoho CRM by clicking a call button next to the phone number. This feature streamlines the calling process and enhances efficiency.
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