This feature is available for all outgoing calls. You can directly call your contacts from the contact or organization record by adding their phone numbers to the record.
For example, consider the contact record.
Follow these steps to place a call from a contact record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Hover on any required contact in the Listview and click the phone icon on the available options.
- Choose a gateway (if multiple are configured and active)
- Choose the Click-to-call option to place a call