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Before Making Your 1st Call
1. Launch the turboDial popup by clicking the turboDial link on any contact record in your Infusionsoft account.
2. Login to turboDial using a valid Infusionsoft ID that has been submitted as an authorized user in your turboDial account. When you first signed up for turboDial the email address you signed up with was installed in turboDial as your authorized user.
3. Use the green “Add Caller ID” button in the Caller ID section of turboDial to validate a phone number to use as a Caller ID
Next, if you want to talk using your PC rather than a phone, you should plug a headset into your PC now. It doesn’t need to be a fancy headset – the simpler the better. iPhone earbuds work well.
You are now ready to make a call. Watch the video to see how…
Note that it is extremely important to answer the call to your device – if you don’t answer and your voice mail system answers instead then your voice mail system will be connected to the person you were calling, which could be a confusing experience for them. If you have changed your mind and don’t want to continue the call then you should first answer the call to your device and then hang up.

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