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:

• Dialer is present.

• User is not on a call currently through manual or campaign dialing.

• Consent To Call option is selected, indicating that the person granted permission to call the phone number.

• Phone status is "Good."

To dial a phone number

1. Do one of the following:

• In the Task Panel navigation tree, click Customer and then click a name. The Contact Information tab appears.

• In the Reference Panel navigation bar, click Available Panels and then click Phones. The Phones panel appears.

2. 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.

Related Topics

Data Grids

Contact Information

Phones

Update Phone Status Permission