Contacts Management is a customer relationship management system (CRM) that allows you to individually look up, view data, apply tags, and contact records at the individual level.
Access Contacts Management
Contacts Management can be accessed from the sidebar panel by hovering over Contacts and selecting Management.
Access Call
Calling is accessible from the Contacts Grid, as well as through an individual profile. If accessing from Contacts > Management, be sure to check the box next to the individual(s) you would like to call. Refer to the bottom right of the screen and click the phone icon to open the calling sidebar.
You can also contact at an individual level by double clicking the user profile and accessing the buttons directly from there. Please note that an individual must have a cell or landline attached to their profile to use this feature.
Calling Contacts
The sidebar panel will open to allow you to call any available number saved under the profile. Simply click the number and allow microphone access to call. If a keypad entry is required, select 'Show Keypad' to enter numbers as needed.
Use the note tool to keep track of your conversations. These will store in the 'Notes' section of that individual's contact profile.
Automatic Number Purchase
If you are using the call or text features in Contacts > Management, your account will automatically purchase a number based on user's primary cell phone area code when possible. This is designed so all calling and texting from your user account comes from a consistent source for the recipient and helps you stay on top of conversations. Calls to this number will also forward to the primary number in your account.
You are not taking on an additional fee for this feature. The email you receive is simply to notify you of the number.
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