Instantly CRM makes it easy to call and text right from the platform. This guide will show you how to use these features.
You need to purchase the phone number and credit first. Follow this guide to learn how: How to purchase phone numbers
Making calls
Open the opportunity you wish to contact from the CRM Opportunities tab. If you don't have any opportunities, you can click on the target lead in the CRM All Leads/Lists/Campaigns section to access the page.
Once you open the detailed page, click on the "Call" tab.
Select the outgoing and incoming phone numbers. The prospect you want to call should have a phone number already added to the contact details.
The last step is to click "Call".
Sending SMS
Open the opportunity you wish to contact, from the CRM Opportunities tab.
Click on the "SMS" tab.
Select the outgoing and incoming phone numbers. The prospect you want to message should have a phone number already added to the contact details.
Compose your message and hit "Send".
