Big Purple Dot or your Admin assigns you a tracking number, through which you can place calls and send text messages.
1. Go to the Contacts page
2. Go to your desired Contact's page.
3. Click on the green phone icon.
4. You should see a window pop-up in the corner of the screen.(You'll select the number from the list if you have more than one, use the search to filter by Tracking Number name or by number)
5. You can call the lead through the browser. It is like a Skype voice call - only a mic is required.
6. You can also call with your phone (The second radio button option in the Call from the line. In the blank space, leave the number for your direct line. This can be the number for your cell, business, home, etc.
7. Your BPD tracking number will call the direct line first. Your direct line will ring, and when you pick up, you will hear a voice saying "Now Calling."
8. After a second ring, the tracking number will then connect to the lead's number.
9. The lead will see the tracking number on their screen, not your direct line.