Objective

Make your first live outbound call and send your first email inside Phoenix CRM.

This step confirms your setup is working and gives you your first success moment inside the platform.

Prefer to follow along through video? ▶️ Click Here for a Video Walkthrough of Step 5

 Part 1 - Create a Test Contact

1️⃣ Navigate to Contacts in the left-hand menu.

2️⃣ Click the + symbol (Add Contact).

3️⃣ Create a contact using your own information:

• Your name

• Your email

• Your phone number

4️⃣ Once saved, the system will automatically open your new contact record.

Part 2 — Make Your First Call

Inside your test contact:

1️⃣ Click the green phone button to start a call.

2️⃣ Click the drop-down arrow to view extra call options.

3️⃣ Click Notes to jot down call details if needed.

4️⃣ Click Scripts to view the script library you uploaded in Step 4.

5️⃣ Make the call and end the call.

Congratulations — your phone system is officially live!

Part 3 — Send Your First Email

Still inside your test contact:

1️⃣ Scroll to the Communication section in the center of the page.

2️⃣ Locate the Email box and click Send Email.

3️⃣ Your email signature should already appear in the message body.

4️⃣ Type a simple message like:

“Testing email connection — success!”

5️⃣ Click Send.

You now have functioning email + signature automation.

Why This Step Matters

This milestone confirms:

✔️ Your phone number works

✔️ Your scripts are accessible

✔️ Your email is connected

✔️ Your CRM identity is live

These features are the foundation of your day-to-day success in Phoenix CRM.

Now that your communication tools are active, you’re ready for automation, campaigns, and workflows — this is where Phoenix CRM starts doing the heavy lifting for you.