Make your next call workflow feel simple.

Clear, screen-by-screen help for setting up calls, working through a session, and keeping Zoho CRM useful afterward.

Find a tutorial Explore the call screen

Purpose-built for Zoho CRM. Written for the people who use it every day.

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12 tutorials

Getting startedAbout 10 minutes, plus any Zoho administrator approval

Get started with Dial Amp and Zoho CRM

Sign in, connect your own Zoho CRM account, get the Zoho Marketplace extension, and check shared setup with your administrator.

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Calling setupAbout 6 minutes

Record and assign a voicemail in Dial Amp

Create a personal voicemail recording in the library and choose it for a voicemail disposition button.

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Calling setupAbout 8 minutes

Customize the Dial Amp call screen

Help agents see useful Lead and Contact context by configuring a shared call-screen layout.

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Calling setupAbout 5 minutes

Create a call script for Dial Amp

Write and save a reusable call script, with optional name merge tags for a more personal opening.

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Calling setupAbout 10 minutes

Create a call survey in Dial Amp

Build, preview, and save a call survey with questions, answer types, and optional CRM mapping.

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Calling setupAbout 7 minutes

Set caller ID and calling hours

Choose a verified caller ID for a session and review the administrator controls for contact-local calling hours.

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After a callAbout 6 minutes

Use the Dial Amp retry queue

Review scheduled retries, select eligible calls, and start a session with the contacts you are allowed to retry.

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Getting startedAbout 6 minutes

How to call a list in Zoho CRM with Dial Amp

Select Leads or Contacts in Zoho CRM and move through them in a Dial Amp calling session.

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Calling setupAbout 9 minutes

How to create and use call dispositions in Zoho CRM

Configure separate dialing and live-answer sets, then understand what an outcome and its after-click action do.

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After a callAbout 6 minutes

How to log outbound calls automatically in Zoho CRM

Use Dial Amp dispositions to log completed outbound calls as Zoho CRM Call activities.

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After a callAbout 7 minutes

How to follow up after a Zoho sales call

Record the call outcome and complete the configured task or other follow-up without confusing a prompt with a saved action.

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Calling setupAbout 7 minutes

How to record outbound calls in a Zoho CRM workflow

Review the recording prerequisites, enable recording for a session, and locate available call recordings.

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Designed to be followed

Know what you need. Know when it worked.

Tutorials include prerequisites, clearly numbered steps, screenshots where available, completion checks, and troubleshooting notes—so you can move forward with confidence.

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