How To Make Calls Using Pipedrive

How To Make Calls Using Pipedrive

1. Log In to Pipedrive: Access your Pipedrive account with your credentials.
2. Navigate to Contacts: Go to the 'Contacts' section to find your leads or clients.
3. Select a Contact: Click on the name of the person you want to call.
4. Click on the Phone Icon: Look for the phone icon next to the contact's details.
5. Choose Call Option: Select whether to use the built-in phone feature or an external phone.
6. Make the Call: If using the built-in feature, click to start the call; if using an external phone, dial the number.
7. Log Call Details: After the call, record notes or outcomes in the call log.
8. Follow Up: Schedule any necessary follow-up actions based on the call outcome.