Edition: Professional, Business, Enterprise?
User-level: user-level that can complete action
Previous steps: N/A
How to call a primary contact
If users have a virtual phone extension in their browser, they can initiate a call from Synergy by selecting the phone number of the primary contact within an opportunity
The task list
1. Select an opportunity from Synergy CRM
2. Select + New activity and select Call as the activity type
3. Select the highlighted phone number of the contact to initiate a call via your browser extension:
4. Once the call is complete, enter any notes, then Save the activity.
Where to next?
What other features does this relate to?