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Using HubSpot Calling

  • Franchisees can call contacts using their HubSpot web browser on their computer by using HubSpot calling
    • Locate the “Call” icon under the Pipeline near the top of the left sidebar on the deal record
      • Once you click on the icon, a dropdown of phone numbers associated with the contact associated with the record will appear
      • Select the phone number you need, and HubSpot will dial the number for you
        • You may use the textbox that appears to take notes on the call
        • Once the Hubspot dialer appears, there is a keypad button you may use in case you need to enter an extension
    • Once you hang up, the dialer will prompt you to select what happened on the phone call (whether you connected, left a voicemail, or if the customer could not be reached)