How To Make Calls in hyCRM

How To Make Calls in hyCRM

Prerequisites

Before making calls through your hyCRM, please ensure your hyCRM Profile is set up and your "Call As Number" is verified. For instructions on how to do this, please review our How To Set Up a CRM User Profile and How To Verify Your Call As Number.

Quick Steps

  1. After logging in to your hyCRM app, click "Contact Lists" found in the dropdown menu in the top left of the screen.
  2. Select the contact you wish to call and click the phone icon in the top right corner of the screen. 
  3. Click "Call Contact".

Tutorial Guide

In this tutorial, you will learn how to make calls in hyCRM.

Note: This is only possible once your hyCRM Profile has been created and your Call As Number has been verified.  


Step 1 - Navigate to Contact List in hyCRM

Go to your hyCRM app and click "Contact Lists" found in the dropdown menu in the top left of the screen.

 

Step 2 - Select the Contact to Edit

Select the contact you wish to call and click the phone icon in the top right corner of the screen. 

 


Step 3 - Select the Number

The number from your profile can be seen in the "Your #" section.


The number from your Sub-org (which should be verified) can be seen in the "Call as #" section. This is the number that will be displayed on the prospect's end.



Finally, the prospect's number (whom you are contacting) can be seen in the "Contact #" section.



Step 4 - Click on Call Contact

Finally, click "Call Contact" to make the call.

Note: After clicking "Call Contact", your phone will ring, you will be told you are being connected to the prospect's number, and the prospect will see your "Call As Number" on their end.



You are now able to call prospects through hyCRM.



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