Call links

A teammate opens a link, reviews one person, calls them, and files a report.

A call link is a page for one person. A teammate opens it, reviews them, and places the call. When the call ends, the recording becomes a report on that person's timeline.

Create it under Company Settings, then Pages, then New Page, and choose Call link. Pick the report template the call should fill.

Copy a link for one person from the card, or insert [call_link] in a Send message action so the text carries their link.

How to use it is in Call someone.

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