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Making a Call

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Bytimothy A
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Overview: 

The Make a Call feature lets you initiate calls directly from the system. This helps you communicate quickly and track call activity efficiently.

Follow these steps to make a call:

Step 1: On your Dashboard, click on the Call Log tab under the Communications section.
Step 1: On your Dashboard, click on the Call Log tab under the Communications section. 
Step 2: You will be navigated to the Call Log.
Click on Call Log…
Step 3: Click the Make a Call button to place your call. 
Step 3: Click the Make a Call button to place your call.
Step 4: A pop-up window will open, allowing you to manually enter the contact’s phone number to place a call. 
Step 4: A pop-up window will open, allowing you to manually enter the contact’s phone number to place a call.
Step 5: Alternatively, click Contacts to navigate there directly. 
Step 5: Alternatively, click Contacts to navigate there directly.
Step 6: From here, you can scroll down to find your contact’s name or type the contact’s name in the search bar. 
Step 6: From here, you can scroll down to find your contact’s name or type the contact’s name in the search bar.
Step 7: Once you’ve selected your contact, click on it to enable the Call Now button. 
Step 7: Once you've selected your contact, click on it to enable the Call Now button.
Step 8: After it’s enabled, click Call Now to begin the call. 
Step 8: After it’s enabled, click Call Now to begin the call.
Step 9: A pop-up window will appear, giving you the option to choose between Open in a New Tab or Stay on the Same Page. Select one to start the call.
Step 9: A pop-up window will appear, giving you the option to choose between Open in a New Tab or Stay on the Same Page. Select one to start the call.

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