How Does It Work in Sugar?

Click on a phone # to start a call!

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Use the Call Popup to Review Lead/Contact Details.

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

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Add Call Notes.

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Set a Time for Follow-Up.

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Save the Call and View Updates in Sugar.

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View the Saved Call Details.

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View the Follow-Up Task Details.

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Smart Relate

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