Note - The Dialer icon only appears after you have connected as an Agent and allows you to place outbound calls. Please note, however, that you should never use this function to directly dial a Customer or Lead. These calls should always be initiated using the "Start Call" icon inside the Lead or Customer card.
Step 1 - Access & Location
- Click to open the Dialer (A).
- Choose the location you wish to call from (B).
Step 2 - Enter Number
- Keypad (C) - Allows you to enter numbers manually as you would a normal phone. Keypad image shown in Step 1.
- Phonebook (D) - Clicking opens (saved) Locations (E) or (saved) People (F) for more convenient calling to frequent contacts.
Step 3 - Connect Call
- Click the phone icon to place your call.
Note: This becomes clickable once Step 1 and Step 2 have been completed.
