How Does it Work in Salesforce?

Click on a phone # to start a call!

SalesforceClickToDial

Use the Call Popup to Review Lead/Contact Details.

outgoingcall

Click on the Lead/Contact Name to Load the CRM Record.

linktorecord

Add Call Notes.

addcallnotes

Set a Time for Follow-Up.

followuptaskcreation

Save the Call and View Updates in Salesforce.

SalesforceRecordView

View the Saved Call Details.

SalesforceCallTaskDetail

View the Follow-Up Task Details.

SalesforceFollowUpTaskDetail

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