How to make a call in Pipedrive
Here is how to make a call in pipedrive
- In the pipeline view, click on the deal card
- In the contact details panel, click the "Click to call from Pipedrive" button next to the phone number
- When the dialog appears, click the "Open Pick an app" button to make a call using your preferred app
Why should you make a call in Pipedrive
Pipedrive is a dynamic sales CRM designed to enhance and streamline your sales process.
One of its standout features is the ability to make calls directly within the platform. This feature integrates seamlessly into your workflow, ensuring that communication with prospects and clients remains uninterrupted and efficient.
Using Pipedrive to make calls offers the advantage of consolidating communication logs in one place, allowing for easy follow-up and management of client interactions. It enhances real-time collaboration among team members, fostering a more connected sales strategy.
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