Using your computer Software as a “softphone” for outbound calls is an excellent way to communicate with leads for one-time calls or for calling through lists. This article will cover calling specific contacts for one-time calls. Please see other articles related to calling through a list of leads/customers.
Step 1: Making a Call from the Contacts Page
NOTE: You need to have your speaker on with your microphone so you can hear them and able to communicate once they pick up. Furthermore, if your call recording option is on mode, you can listen and track the call in the Conversations section for each lead/customer.
Step 2: One-Time Calls from Contact View
Step 3: One-Time Calls from the Conversations Section
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