Connected calling
Choose a calling device, use click-to-dial, and view active calls where your role permits.
Customer communications
Connect customer conversations to daily follow-up.
Bring phone calls and text messaging into quote and AMS follow-up. Call customers, send attachments by text, work queues, and review outreach activity.
What you can do
Customer communications features at a glance
Work across available tools and connected services with access based on your role.
SMS and MMS
Send messages, search prior conversations, and work with subscription links and delivery status.
Follow-up reporting
Search call activity, review metrics, and work quote and AMS to-do queues.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Choose the office, phone, or date range
Select the office, phone device, or reporting window you need.
- 02
Contact the customer
Call or message from the customer record or queue.
- 03
Record the outcome
Update the related queue or follow-up status so the next action is visible.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.