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How do I make a phone call to my customer?

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You can make a phone from:
  • The List View of a module (Contacts, Organizations, Deals, Invoices, etc.)
  • The Summary of an individual record
Please note the following before you make a call:
  • You cannot make a call if numbers have not been added to the contact.
  • You won’t be able to place a call if your microphone is not connected.
Follow these steps to make a phone call from the List View of a module:
  1. Log in to the CRM.
  2. Go to a module's List View.
  3. Hover a record in the Contacts or Organizations module, and the phone call icon appears.
  4. Click the Call icon.
  5. Select Click-to-call.
  6. Select the gateway from which you want to place the call.
  7. Click Call.
Follow these steps to make a phone call from the Summary View of a record:
  1. Log in to the CRM.
  2. Go to a module's List View.
  3. Click the record to whom you want to place a call. The Summary View of the record opens. 
  4. Click the Call icon on the top right of the screen.
  5. Select Click-to-call.
  6. Select the gateway from which you want to place the call.
  7. Click Call.
Note:
  • You can all place a call by clicking the Phone number displayed below the contact (on the top left) in the Summary View of a record.
  • You have to configure service providers or gateways in the CRM for you to place a call.
  • All available gateways you have configured in the CRM are displayed in the call window.  
  • You can also cut a call before it is connected.
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