How To Make A Call
Sam
|
10 steps
|
54 seconds
HubSpot
1
Search for the patient
2
Select patient
3
Click 'phone button'.
4
Click on the number you wish to call
5
Select number to call from
6
Make phone call
7
End call
8
Click "Close"
alert ordinal icon
Alert! To document a successful call, follow the steps below.
9
Click "Select call type"
10
Click "Call Successfull - Follow up"