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Latitude Help
Dial a Phone Number
Use the Contact Information tab or the Phones panel to dial a phone number on the account displayed in the Work Form. You can dial a phone number directly from the Work Form under the following conditions:
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Dialer is present.
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User is not on a call currently through manual or campaign dialing.
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Consent To Call option is selected, indicating that the person granted permission to call the phone number.
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Phone status is "Good."
To dial a phone number
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Do one of the following:
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In the Task Panel navigation tree, click Customer and then click a name. The Contact Information tab appears.
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In the Reference Panel navigation bar, click Available Panels and then click Phones. The Phones panel appears.
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Click the arrow next to the phone number and then click Dial Number. If the conditions for dialing a phone number are met, Latitude places the call.