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Can I make calls directly from Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

Yes.  If you click on the phone icon next to a contact's name Wealthbox instantly bridges the call, just make sure to verify your phone number in the three dots of the upper right corner of Wealthbox > Applications > Click-to-Call > Settings.

Once your number has been verified and you make a call, Click-to-Call will call your phone first. It will then require you to press 1 to connect to your selected contact.

After the call is made, a note is added to your contact’s activity stream.