Zoho Description field in PhoneBurner

Summary

This video explains how to utilize the Description Field in Zoho CRM when making calls using the PhoneBurner Power Dialer. Key points include:

1. Viewing the Description Field in a Dial Session:

   • Any text entered in the Description Field within Zoho will automatically appear in the PhoneBurner dial session window.
   • This makes it easy to reference important notes or details while live on a call.

2. Editing the Description Field During a Dial Session:

   • Users can update the Description Field directly within the dial session window.
   • Any changes made during the call will sync back to Zoho after the session is completed.

3. Syncing Updates to Zoho:

   • Once the call is completed and a Disposition is selected, PhoneBurner will send the updated information (including changes to the Description Field) back to Zoho.

4. Compatibility:

   • This feature works with Leads, Contacts, and any other module in Zoho that includes a field titled Description.

By utilizing the Description Field, you can efficiently manage and update important record details while staying productive during your dial sessions.

Tags

Zoho CRM integration, PhoneBurner Power Dialer, description field updates, outbound calling, CRM synchronization, sales productivity, contact management, real-time data updates, customer communication

Cleaned-Up Transcript

When making calls to Leads, Contacts, or records in any other module within Zoho, you may be using the Description Field to store important notes or details. With PhoneBurner, it’s easy to access and update this information during your dial session.

Step 1: Viewing the Description Field

In Zoho, if you have detailed information saved in the Description Field, that content will automatically appear in the PhoneBurner dial session window when you start calling that contact.

Step 2: Editing the Description Field in a Dial Session

While live on a call, you can easily update the description directly in PhoneBurner. Any changes you make will automatically sync back to Zoho when the session ends.

Step 3: Syncing Updates to Zoho

Once you complete your call and click the Disposition button, PhoneBurner will:

• Send the call outcome back to Zoho.
• Update the Description Field with any edits you made during the call.

After refreshing the Zoho record, you’ll see your updates reflected in the Description Field.

Step 4: Compatibility with Multiple Modules

This feature works seamlessly with:

• Leads
• Contacts
• Any other module with a field titled Description

By leveraging the Description Field, you can efficiently manage and update contact details in real-time — helping you stay organized and productive.

Thanks for taking a moment to watch this video, and happy dialing!