How To Make Calls Using Pipedrive
Follow these steps to make a call using Pipedrive:
- To easily find a contact, go to the Leads section from the left sidebar menu.
- Click on a lead to view details.
- Under Person, click on the phone number associated with the lead to make a call.
- Or, click on the call icon that appears on hover to initiate a call using the last method used.
- To pick another method to call, click on the down arrow button to view options.
- Configure your options and click on Start call to call. Happy talking!
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