Call a contact by clicking their number
Every phone number in OnePageCRM becomes a link. Click one and FaceTime opens with the number already dialled, so you are not copying digits between windows.
You choose FaceTime as your calling app once, on the dropdown next to any phone number. Each person on the team picks their own, so a Mac user can call through FaceTime while someone else uses a different app entirely.
Log the call and set your next step
When you come back from the call, OnePageCRM is waiting with the call note open. Write what was said, pick the result, and set what happens next with that contact.
It works the same on your phone, so a call made between meetings gets logged before you forget the detail.
Tell the team what happened
A call often changes something the rest of the team needs to know. Once the note is saved you can flag it to whoever else is working that account, so the next person to speak to the customer is not starting from scratch.
Watch video overview
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