Streamline Communication and Boost Productivity with Our New Calling Upgrade

We’re excited to share an amazing upgrade to our mobile calling experience that is designed with your needs in mind! Whether you’re connecting with a lead, a client, or a team member, everything you need to take action is now just a tap away. From scheduling follow-ups to logging call outcomes, the new interface streamlines your workflows right on the call screen.

📌 Why This Matters

In the fast-paced world of small business, efficiency is key. This new feature minimizes the time you spend switching between apps or screens during calls, allowing you to focus on what really matters: building relationships and driving results. With quick access to important tools, you can maximize productivity and provide a better experience for your clients and team members.

✨ What’s New

• During a Call:
  • 📅 Access and schedule Calendars for follow-ups
  • 🌙 Activate Do Not Disturb (DND) directly from the call screen
  • 📝 Take Notes in real-time for better recall
  • ✅ Create and manage Tasks effortlessly
  • 💰 Review or log Payments right on the spot
  • 👤 View full Profile details instantly
• After the Call:
  • ⚡ One-tap access to Notes, Calendars, Tasks, and more from the Call End screen

🛠️ How to Use It

1. Step 1: During a call, tap on any icon on the screen to access the feature you need.
2. Step 2: After finishing your call, easily follow up using the one-tap access options provided on the Call End screen.

💡 Pro Tip

Utilize the real-time note-taking feature to jot down important points during calls, ensuring you never forget follow-ups or action items!