Configure Click to Call Settings
You may want to configure your Click to Call Settings first. For detailed instructions, see our Click to Call Setup guide.
Locate Customer Profile
To send a message or call a contact, first locate the customer's profile in the dashboard.
Use Communication Widgets
On the customer’s profile, you will see communication widgets alongside the contact information. Click the phone icon to call or the chat bubble to send a text message.
Want to learn more? Check out our YouTube Channel for helpful content and read more of our how-to guides!
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