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Setting Up CallAction on Your Phone
Setting Up CallAction on Your Phone

Best practices for setting up your mobile phone to use CallAction app to streamline your workflow.

Updated over a week ago

Set Up CallAction on Your Phone

CallAction is a mobile responsive web app. There is no app to download in the app store. We do this so that you only need to learn one user interface as CallAction has all of the identical functions on mobile, ipads or desktop versions.

You simply access the website, login and save a shortcut to your home screen.

1. Add CallAction to Your Phones Home Screen

This will create an app icon to access the CallAction mobile app.

2. Add Your CallAction Number to Your Contacts

Group all of your CallAction conversations by adding your CallAction number(s) into your phone's contact list.

3. Set a Dedicated Text / Ringtone for Your CallAction Numbers

CallAction sends you a text message a few seconds before your phone rings to notify you of incoming lead calls. Set a dedicated text and ringtone so you know leads are calling, responding before you answer.


Once you have completed these steps be sure that you have integrated your CRM via API.

Next, if you have old leads that you'd like to revive, please book your onboarding call so we can help you setup your first drip campaign to re-engage your old leads.

Not a CallAction User? Start a Free Trial

Do you need to generate and follow-up with leads? Learn why CallAction is used by top sales professionals. Setup a free trial today and we'll help you re-engage your old leads.

Check out CallAction reviews today and learn why top sales coach Tom Ferry recommends our services as a top 10 solution.

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