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    Open the account in a third-party app
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    Contents

    Open the account in a third-party app

    • 1 minute read
    • Contributors
    • PDF
    Article summary

    If you're reviewing a call and need to check something about the account in your CRM (or Clari, if enabled), you can open it right from the call page.

    1. Go to the call page.

    2. Click in the top right corner, .

    3. Select Open in CRM or Open in Clari.

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