The Phone module in the mobile app provides a convenient way to stay connected with your contacts while on the go. Whether you're following up on appointments, managing sales calls, or simply checking in, this feature allows you to quickly initiate calls directly from your device.
How It Works
To access this feature, click the Phone icon within the Notifications tab.
The dial pad will open by default, enabling you to enter the desired phone number for immediate calling.
If you prefer to locate contacts by searching their name, phone number, or email address, navigate to the People tab. Contacts without a phone number will appear greyed out, indicating they cannot be dialed.
Alternatively, you can open the Recents tab to see the list of contacts you have interacted with recently. Both incoming and outgoing calls will be listed here, allowing you to view and redial these customers with ease.
Click the information icon next to each contact to set their DND status (1), send a message, initiate a call or email, or view their details (2), and view their call history (3). Additionally, you may choose the number from which calls will be initiated using the dropdown menu (4).
While on a call, you can instantly access and schedule calendars, activate DND for the contact, take real-time notes, create and manage tasks, review or log payments, and view full profile details—all without leaving the call screen.
After the call, the Call End screen offers one-tap access to notes, calendars, tasks, tags, profiles, DND, messaging, or callbacks. This streamlined workflow reduces context switching, saves time, ensures no follow-ups are missed, and enhances customer experience through faster, more organized responses.
The Phone module in the mobile app equips you with all the tools needed to manage calls efficiently and stay organized while on the move. From initiating calls and accessing contact details to managing tasks and logging notes mid-call, this feature ensures every interaction is productive and well-documented.
13/6/25 Ext