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How it works
Here is a simple guide on how to make calls using Pipedrive:
1. First, click on the "Leads" button in the left sidebar.
2. Then click on the lead to view details.
3. Next, click on the phone number associated with the lead to make a call.
4. Then click on the "Phone Icon" field in the lead details.
5. Otherwise, you can click the "Call options" dropdown button next to the phone number.
6. Finally, click the "Start call" button in the calling integration dialog.
Why should you use this feature?
Pipedrive is a powerful CRM tool designed to streamline sales processes and enhance productivity.
Making calls with Pipedrive is a seamless experience that integrates effortlessly into your workflow. With its built-in calling features, users can quickly connect with prospects, ensuring that no opportunity is missed.
This feature allows for smooth communication directly from the platform, saving valuable time and maintaining a clutter-free workspace. By using Pipedrive for calls, your team can stay organized and focused, boosting overall efficiency and sales success.
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