Intent of the article:
The purpose of this article is to illustrate the process of calling a contact from Salesgear.
Calling contacts from Salesgear:
Salesgear comes with a dialer to help you keep everything in one place. You can make calls to your contacts within Salesgear at the flick of a switch. Read ahead to learn how to make calls in Salesgear.
Steps to call a contact:
Click on the ‘contacts’ icon in the vertical side menu bar.
Click on the ‘more options’ icon (three vertical dots) against the contact that you want to call.
Choose ‘call’ from the drop-down menu.
You will notice the dialer popping from the right side.
The contact’s phone number will appear on the dialer by default if you have already entered it while creating/ updating the contact. Otherwise, you can type it using the keypad on the dialer.
Press the green button to make the call.
You can take notes during your conversation by clicking on the icon next to the ‘end call’ button. Your notes will be saved and you can edit them once the call ends.
After ending the call, you can update the call outcome, notes and click on ‘log call’ to save the details.
Points to remember:
Make sure to connect your phone number before you make calls. You can head to this article for more information about dialer.
This feature is available only in the pro plan.