This article will provide a brief how-to guide on navigating through your accounts Call Prospect feature.
Here's how to access the Call Prospect button within your account:
- Navigate over to a Prospect Profile (this can be located within New Messages, Campaigns, or PropStack)
- Click on the additional options tab (indicated by a blue arrow). This will open a second tab that will provide you with additional details pertaining to the selected prospect.
- Click "Call Prospect"
- Your calls will be logged and displayed within the prospect "Activity" tab, alongside Dashboard -> Call Log.
- At this time, "Click-To-Call" calls cannot be recorded. If you are looking to record your calls with a prospect, please utilize the "Prospect Relay" feature.
For additional context on this topic, please refer to the video below.