Making a Call
1
Open the contact record
Search for the contact’s name in the top search bar, then click their name to open the record.
2
Click the phone icon
Find the phone icon next to the contact’s number. Click it. CRE Fuel dials the number immediately.
3
Wait for the call to connect
A call panel slides up at the bottom of your screen. You will hear ringing. Talk when the contact picks up. Click End Call when you are finished.
Calls go out showing your own cell number, the one your contacts already know. When they call back, it rings your cell.
Sending a Text
1
Open the contact record
Search for the contact and click their name to open the record.
2
Click the message icon
Find the message icon next to the contact’s phone number. Click it. A text compose window opens.
3
Type your message
Write your message in the text field. You can use a saved template by clicking Templates and selecting one.
4
Click Send
Click the Send button. The message is delivered and logged to the contact’s activity feed right away.
