Call a Contact Directly from the List of Activities

You can call contacts in tasks and appointments directly from the list of activities in the Activities page. There's no need to open the task or appointment first.

To call contacts, click Actions (three vertical dots) for a task or appointment in the Activities page and select Call.

  • If there's only one contact, then the number dials directly.

  • If there are multiple contacts, then you get to select which contact to call.
  • If there are no contacts associated with the task or an appointment, then you have the choice of searching for a contact to call or dialing a number.