When saving a document, the “Create new Follow Up Call” checkbox will appear on the Save window.
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If you check this option, a new Create Zoho call window will open.
This window will set the subject to the name of the document and then let you set the call purpose, call type, add a description,, and a call result. You can also choose to mark it as a current, completed, or scheduled call.
If you select the scheduled call option, you'll be able to set the start time, the owner, and set a reminder.
Once saved, the call will be created under Activities in Zoho CRM.
View ZohoCRM Call from QuoteWerks
After the call has been created/updated in Zoho from QuoteWerks, QuoteWerks will create a shortcut to that call on the Links tab. This makes it very quick and easy to view the call in Zoho.
