Initiate a call to the customer and observe the floating bubble that appears with customer details.
Verifying Roloscope While Using the Zoho CRM Integration
Step 1
Step 2
Tap on the floating bubble (CallerID) to get details of past interactions from the CRM.
Step 3
Navigate to customer profile and check that the information under ‘activities’ matches that shown in the Roloscope (CallerID bubble)
Step 4
Navigate to customer profile and check that the information under ‘notes’ matches that shown in the Roloscope (CallerID bubble)