DFC - Zoho Tools and Documentation Process

Objective:

      This process explains the specific Process that Danielle Foster Consulting representatives need to do to deliver their day-to-day tasks in handling leads.

1. Pull up RingCentral App: 

                  - Install the RingCentral app from this url: https://www.ringcentral.com/download.html#sms-invitation-country-not-found

                  - Log in using the credentials provided and the softphone app should be accessible.

                  - If you need guidance on RingCentral usage, see the third topic in this article: Rondesse OB Sales Tools Training

2. Open Zoho CRM

                  - Log in to Zoho CRM via: crm.zoho.com Use the credentials provided to you.

                  - Click this url to open the leads assigned to your team: https://crm.zoho.com/crm/org19755801/tab/Leads/custom-view/599203000090505066/list

                  - It should show the leads assigned to your team. To double check that you are in the right page, it should say "Leads Stephanie" as shown below:

                                      

                  - To open a lead, click on the Lead name. 

                  - Lead info should show here:

3. Contacting the lead

                  - Dial the number indicated and utilize Ringcentral to accomplish this.

                  - Type the number in RingCentral and click the prompt to "Dial"

                  - This should initiate the OB call.

4. Logging the Call

                  - To log the call in Zoho CRM, RingCentral Phone bridge must first be logged in. 

                  - Upon opening Zoho CRM the Ringcentral Phone bridge should pop up asking you to log in. Use your RINGCENTRAL CREDENTIALS  to login on this page:

                  - Upon successfully logging in, it should no longer ask you to do so moving forward.

                  - When you do an Outbound call in the RingCentral app, a box will pop up in the lower right hand corner of your Zoho CRM where you can log what transpired during the call. Click "Done" to save your input.

5. Updating the Lead

     

                  - Over time, several events can occur on a particular lead. To track these events, it's important to record some notes on the lead entry itself.

                  - To do so, just input your notes in the "Notes" field of a particular lead as shown below and click "Save".

                  

                  - Update the "Lead Stage" based on the result of your OB call. 

                  - Update the "Lead Status" and choose the most appropriate bucket:

6. Updating the "Associated Contact" Field

      

                  - We would only want to keep Contacts "that matters", hence, we are only saving contact info for Leads and active accounts.

                  - Follow the steps below to update the "Associated contact" field in the Lead module:

                        6.1 - Upon pulling up the lead entry, you can see the "associated contact" field right below the tabs line as shown below:

                       6.2 - Click the pencil icon in the "Associated contact" field and then "New Contact". A pop-up should show where you would need to enter the customer's "First Name", "Last Name" and "Phone".

                      6.3 - Click "Save and Associate" and your done!

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