Leads & forms

Call leads and log the result

A call queue, one-tap calling and call-back reminders.

1. 1

   Turn on Calling & dialer from Modules.

2. 2

   Open Calling. Start with “Call-backs due”, then “New — never called”.

3. 3

   Press the green Call button — it opens your phone’s dialer. After the call, choose what happened and press Log call.

4. 4

   Pick a call-back date and a task is created for you. Mark someone “do not call” and they never appear in the queue.