CallPlease Learning Center

Featured

CallPlease, COVID-19 and working from home (and our modest offer to help)

We are offering an extended “trial” period to people moving to the cloud so they can work from isolation

March 9, 2020 Tips & Tricks / Tutorials

CallPlease for EOSi Practice Management

EOS® (Entrepreneurial Operating System) Implementers have a pretty specific set of activities and ways of working with Assistants, making them excellent candidates for CallPlease.

CallPlease Switchboard is waiting to take your call

October 29, 2019 Tutorials

Executive Call Actions: Transfer Call

Transfer Call is a Call Action that is preconfigured and can be used to support business process as much as just transferring a call.

March 4, 2020 Tips & Tricks / Tutorials

Hold, Parking Lot, Do Later and other productivity hacks

Add a Shared Call Log to your world to hold calls and tasks that aren’t urgent and important.

January 30, 2020 New Features

Updates Log

The on-going log of updates and changes to CallPlease web application and mobile apps.

January 15, 2020 Tutorials

Sorting Your Calls

We get lots of firmly held opinions from our users on the RIGHT way to sort calls. No one seems

December 11, 2019 Tips & Tricks / Tutorials

CallPlease for the Legal Office

Law Firms, lawyers, and other legal services organizations have been fans of CallPlease for a long time. We’ve collected many of their best ideas for how to make your firm more organized and productive

Use CallPlease to replace your former solution

November 17, 2019 Tips & Tricks

Replacement for PHONEslips

CallPlease can help you transition from PHONEslips.