Call with MS Outlook Add-In on Mobile Devices
Meet the Pipeliner CRM MS Outlook Inbox Add-In
Here is a short video explaining the Pipeliner CRM MS Outlook Inbox Add-In:
How Calling via the MS Outlook Add-In Works
So, you've got Pipeliner Cloud, you've installed the Mobile App and you have the MS Outlook Add-In. Now all you need to do is click on a phone number from the panel on the right hand side when the Pipeliner Add-In is open and then confirm the call on your mobile phone:
NOTE: By using this feature, you are using your own cell phone service provider for calling your customers.
TIP: You can use this feature almost everywhere throughout the Pipeliner CRM application, where you are able to access the phone number.