Brivity now allows you to call and text message directly from your CRM! First, you'll need to set a number up for each of your users.
*Note: Phone functions are only available in Brivity Platform accounts.
What is and Why Have a Brivity Number
Step 1: Find Phone Settings
Step 2: Set a Routing Number
Step 3: Add a Brivity number for each user
Step 4: Choose: Is this team member in the US or Canada?
Step 5: Enter the Area Code of choice, select a number, and Save!
To make a call, find a contact and click on the green phone icon:
To text message, find a contact and click on the SMS icon: