How can I call the lead from the task page?

Modified on Thu, Jan 22 at 7:56 AM

Subject

Applies to: Admin/Branch Manager, Agent, All users
Purpose: Calling Leads from Tasks Page
Location in Ricochet: Tasks Page


Description

This article explains how to call leads from the tasks page.


Resolution


To call a lead from the Tasks Dashboard, click the green click-to-call phone icon under the Actions column.

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