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How To Manually Call A Lead
If you want to call a lead manually, here's what you can do:
- Click on the "Contacts" button located on the left-hand side of the screen to access the Contacts page.
- 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.
- 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.
- A prompt asking for permission to make the call will appear. Click on "Allow" to proceed.
- Once the call is initiated, you will see a red "hangup" button to end the call.
- 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.