Call directly from your contact list using Salesgear's built-in dialer. The call, notes, and outcome are logged to the contact automatically.
đ Requires a connected phone number with the dialer enabled.
đ Steps
Go to Contacts.
Click Options (âŽ) on the contact.
Choose Call.
Confirm the number (or enter one).
Click the call button.
Add notes during the call if needed.
When you're done, set the outcome and notes, then click Log Call.