Calling prospects from the app

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By Chris Langille

updated over 1 year ago

You can call your prospects from the app with our auto dialer. In order to do it follow the steps from below:

Click on the Prospect tab to get started.

First filter the leads that you want to call (How to filter prospects). 

Once done, click on "Actions" found at the upper right-hand corner of the screen. Then click on "Call".

To initiate the call, click on the "green telephone icon" located next to prospect's name. For finishing the call and move forward automatically to the other call click the "orange skip icon".

To finish and not move forward to the other call, click on the "red telephone icon".

Once you finished the call, the prospect will appear as "called".

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