How to Use the Dialer Feature (Webapp and Multi User)

Using as a “softphone” for outbound calls is an excellent way to communicate with leads for one-time calls or for calling through lists. This article will cover calling specific contacts for one-time calls. Please see other articles related to calling through a list of leads/customers.

Step 1: Making a Call from the Contacts Page

• Click on the green call button in the top right.  The icon looks like this:

• Choose the phone number you want to call from (limited to the numbers you have set up in settings) and then type in the phone number you want to call. Click Call. 

NOTE: You need to have your speaker on with your microphone so you can hear them and be able to communicate once they pick up. Furthermore, if your call recording option is on mode, you can listen and track the call in the Conversations section for each lead/customer.

Step 2: One-Time Calls from Contact View

• Within contacts, search for the contact you wish to call. Click on the contact and click the green call button above the middle conversation section. 

Step 3: One-Time Calls from the Conversations Section

• You can make calls from the conversations section by clicking on the lead that you wish to call and hitting the call button under their name in the right-hand section. 

Incoming Call in WebApp: Step-by-Step Guide

• Enable My Staff V2: In the CRM, go to 'Sub-Account Settings' and select 'Labs'. Here, find and enable the 'My Staff V2' option.

• Configure Call Settings: Once 'My Staff V2' is enabled, navigate to 'My Staff' and edit a user

• Activate Web App Calls: In 'Call & Voicemail Settings'

• Find the 'Forward calls to Web App' option and activate it. This allows incoming calls to be directed to the web application.

How To Ring Multiple Users On Inbound Calls: A Step-by-Step Guide

• Access Phone Numbers Settings: In the CRM, go to 'Settings' and select 'Phone Numbers' and go to ‘edit configuration’

• Enable Multiple Users for Calls: Look for the option 'Ring Incoming Calls to All Users'. Activate this feature.

• Select Users: Choose up to eight users who will be notified of incoming calls. This ensures that calls are answered promptly by the first available team member.