Installation Company ERP / CRM


How To Make A Direct Call From A Contact Or Lead Page

To Do This:

  1. Within your Contact page, scroll down to a number and select the phone icon.
  2. A Pop-Up box will appear on the right-hand side of the screen. Select ‘Pick an app’ to select the programme you’d like to make the call from.
  3. In MS Windows, this could be Skype etc., or it can link in with a desktop VOIP app, or on a mobile, it will initiate the call.
  4. This same feature is replicated within the Lead page. Skype has been selected as the preferred option but you can alter this choice in settings.

Thank you for watching our how-to video on How To Make A Direct Call From A Contact Or Lead Page, for more information and access to our free trial please visit our website https://businesspilot.co.uk


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