IO Phone- Outbound/Calling Out

You will use the phone icon in the top right corner to expand and collapse the phone bar. 

You can search the number field for a number or name to return results. The selected number in the phone bar will, in some cases where it makes sense, update when navigating to a lead or call/text log page even if it's already populated. 

 You can also fill the number on the phone bar from a lead, customer profile, or organization by clicking the green phone icon next to the phone number. 

Lead view: 

Customer profile view: 


Organization view: 



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