Recording Software Customer Video Call Notes

Recording Software Customer Video Call Notes

  1. Go to ZOHO CRM
  2. Find the correct customer record
  3. Go to "Open Activities" 
  4. + Button > Call > Log A Call  
    > 
    Call For: Contact that you met with today
    Call Start Time: Start of video call
    Call Duration: 1 hour/30 mins based on session.
    Subject: Describe Call (for example, Abacus success session, focused on finance. Concierge call, focused on XYZ.)
    5. Scroll down..


    Call Purpose: Software Video Call 
    Description: Copy and paste AI notes from session
    6. Save