Right through the CRM, you can call any of your contacts through the mobile app or on your desktop. It's a great way to easily & quickly communicate with current clients or new leads.
Pro Tip: The better and faster communication that you have the more likely you are to close a new sale or make a customer happy. The CRM's phone system makes communication a breeze.
NOTE: To be able to make calls you must set up a phone number first.
Calling From Opportunities Tab
When you are in the Opportunities Pipeline, locate the contact you'd like to call. Then click on the phone icon on the left side of the opportunity card to start your call.
Call In Progress
Once the call starts, at the top, you'll notice the name of the contact & the period of time that the call has been in progress for.
The conversation timeline will also keep a log of when the call was made. If the call recording option is enabled you'll also be able to listen to the recording right after your call.
Call Options In Progress
When the call starts the dialer will show you options to mute, dial, hold, blind transfer, & warm transfer.
And you can also hang up the call from this menu.
