1. On the contact card, locate and click on the phone icon with the blue arrow pointing to the right.
2. Select "What number would you like to call your customer on?" – choose the customer's number.
3. Choose "What number are we calling you on?" – typically your cell phone (highly encouraged).
4. When ready, click the green "Begin Call" button at the bottom right.
5. The system will call you first, prompting you to press the '1' key to connect with the customer.
Note: Before initiating the call, ensure your destination phone (usually your cell phone) is nearby, and you are ready to receive the call. Be prepared to press '1' to accept the call and connect to the customer.
6. After the call is complete, specific fields need to be filled out.
Note: Avoid clicking 'Cancel Call,' or your call details won't be saved.
7. The CRM requires information about what transpired during the call.
Note: Every event, except 'No Contact Made,' requires a brief note to be added.
8. The lower part of the screen contains three fields pre-filled based on your employee settings.
9. If the customer opted out of anything during the call, mark it in the 'Opt Out' fields.
10. Click the green "Save" button at the bottom right to ensure all details are recorded.
Additional Note: All calls made in TheCRM are recorded and transcribed for future reference. You can conveniently access these recordings and transcriptions in OmniComm, located at the right of a customer card. This feature ensures a thorough and accessible record of all communication with customers.