Make a Phone Call

These are for an Outbound call

Productivity Tip

You can use the outbound call functionality even if the call is not directly to the client. If the call is about the client, then log the call accordingly - "called Joe from Fidelity underwriting about Robert..."

Outbound Call

1.	Load the client by searching through the F3 Search Screen

2.	Click on the Contact Tab to reveal the various Contact Methods for the client.

3.	Double-click on the end of the line containing the telephone number you want to call.

4.	Dial the telephone number suggested and click OK

5.	The call timer now initiates, politely minimises to the bottom of your screen and the system returns you to the Conversation Screen, ready to have a relaxed chat with your client.

6.	Once you have completed your call, then bring the Call Timer back up from the bottom toolbar, make your call notes, add a Task if required, and save.