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How to place outgoing phone calls using Ozonetel in Vtiger CRM?

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In this section let us learn how to call customers using Ozonetel in Vtiger CRM.
Follow these steps to place a phone call using Ozonetel in Vtiger CRM.
  1. Login to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Go to Contacts (or any module where you want to place a phone call).
  5. Go to the contact record to whom you want to place a phone call
  6. Hover your mouse on the contact record and click the phone icon.
Or
  1. Click on the phone number of a contact under the Phone column in the List View. You will be directed to the below pop up.
  2. The call is now connecting to the agent’s phone device.
  3. You will receive the above notification alerting the agent to receive the call on his/her phone device.
  4. Once the agent receives the call, the call is connected to the contact.
  5. The Agent and the customer can now have a phone conversation.
You have now successfully placed an outgoing phone call using Ozonetel in Vtiger CRM.

 
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