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How To Manually Call A Lead

If you want to call a lead manually, here's what you can do:

  1. Click on the "Contacts" button located on the left-hand side of the screen to access the Contacts page.
  2. From the list of contacts, click on the name of the lead you want to call. This will take you to the lead's conversation window.
  3. In the conversation window, click on the green "Call" button to initiate the call. Alternatively, you can click on the phone icon next to the lead's name.
  4. A prompt asking for permission to make the call will appear. Click on "Allow" to proceed.
  5. Once the call is initiated, you will see a red "hangup" button to end the call.
  6. If you need to put the call on hold or access additional options, click on the "dropdown" menu located in the conversation window.

Note that if the lead's contact information includes a phone number, you can also initiate the call by clicking on the phone number.

That's it! Now you know how to call a lead in the system manually.