Phone Verification for Zoho CRM

Phone Verification for Zoho CRM

Contents

  1. Prerequisites

  2. Benefits of Phone Verification & Help Video.

  3. How to install "Phone Verification". 

  4. New fields were added in the leads and contacts module. 

  5. How to validate Numbers with Buttons.                                                   

  6. Support.

 

 


Prerequisites

  • You must be the Zoho CRM's super admin.

  • Zoho CRM Enterprise edition or higher is required.

 

 


Benefits of Phone Verification

  • Easily validate the Number.

  • CRM Sends a signal after validation of the Number.

  • Checking number validations automatically and manually.

  • There is an option while installing the extension if you processed that number validation will automatically be processed or you can use a button as well, if not only the button will work which you've to do manually every time.

  • There is an option to insert the default country code.

 

  

Help Video

 


 How to install Phone Verification

Steps involved to install "Phone Verification":

Open Zoho CRM and go to the marketplace

Search the "Phone Verification" keyword and click the install button.

 

 

 

 

While installing the extension there is a pop-up will appear on the screen. In that window type "Y" or "N" in the "Phone Number Auto Validation" option and insert the default country code.

 

 

 

 

Auto Validation: This option will help you to validate the Number automatically without pressing any button in the modules.

 

 

 

 

After installing the extension there is a pop-up appears on the right bottom of the screen in CRM as the extension was installed successfully.

 

 

New fields were added in the Leads and Contacts module in CRM

 

  1. Phone Reason - This field is updated in JSON format. It will show;

                                                           Valid: It says "TRUE" or "FALSE" whether the number is valid or not.

                                                     Number: It shows the given number

                               International_Format: It shows the number with the country code, for ex: +919876543201.

                                      Country_Prefix: It represents the country code, for ex: +91.

                                          Country_Code: It shows the country code for ex: "IN".

                                      Country_Name: It shows the country name for ex: "India".

            Location: It shows in which state you are located for ex: "Delhi".

                                                       Carrier: It shows which network you are using for ex: "JIO".

                                                  Line_Type: It shows the type of phone type for ex: "Mobile"

                                    

  1. Phone Status - It shows the number and whether it is valid or not.

  2. Mobile Reason - This field is updated in JSON format. It will show;

                                                            Valid: It says "TRUE" or "FALSE" whether the number is valid or not.

                                                      Number: It shows the given number

      International_Format: It shows the number with the country code, for ex: +919876543201.

                                           Country_Prefix: It represents the country code, for ex: +91.

                                            Country_Code: It shows the country code for ex: "IN".

                                           Country_Name: It shows the country name for ex: "India".

               Location: It shows in which state you are located for ex: "Delhi".

                                                         Carrier: It shows which network you are using for ex: "JIO".

                                                    Line_Type: It shows the type of phone type for ex: "Mobile".

  1. Mobile Status - It shows the number and whether it is valid or not.

 

 

 

 

 

 

 

How to validate Numbers with Buttons

 

View Page Button:

 

In this type, the button shows on the view page on CRM. It will work in both ways. When you choose option "Y" while installing then it is automatic validation, on that time also the button will work and another is manually when you didn't choose the Auto validation.

 

 

 

 

 

 

                              

 

 

 

‌

This is the sales signal which appears in CRM. You can notice the status of the validation of all numbers by clicking the bell icon.



Support

Contact Number: +919868329081

Mail: support.extensions@nexivo.co

Website: www.nexivo.co.in


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