How to trigger a call to the prospect from the web (Avanser user only)

Step 1: Open the Deal Detail page

1. Log into your OP account.
2. Go to the Deals section.
3. Click on the deal title you want to call — this will open the Deal Details screen.

Step 2: Initiate the Call

1. Click the Call button located within the deal view.
2. Once clicked you will first receive a call on your phone from the prospect’s number, accept the call and wait approximately 5–10 seconds for the prospect to answer the call on their end.