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Synergy CRM - Calling your Primary Contact
Synergy CRM - Calling your Primary Contact

Using the Call option in an Opportunity

Updated over a week ago

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?

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