Adding Prep Fields to the Right Hand Side of Call Screen

When running any call in Costello, you can automatically pull in information in your CRM to the Right hand side of the screen.  For instance, I can connect to a contact and determine what fields I'd want to show to to my team when they are prepping / reviewing who they are speaking with:

Note:  Settings for what fields you want to pull in can be found in Admin >> Screen Settings >> Call Sidebar Fields

 


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