Choose what to create on the first incoming calls from the client:

• a lead - only a person is created;
• a contact - only a contact will be created;
• manual processing - Activity will be created, сall recording is transferred.

<aside> ⚠️ Before creating a contact or lead, the system searches for the existing one in the Zoho by caller number. E.g., if a contact is created manually and the system setting is "create lead", then the system won't generate the lead but update the contact with call recording. It is a restriction from the Zoho CRM.

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