What it is
You can call one person straight from the CRM. RealDialer dials that one number for you, keeps a small call bar on the page, and saves the result to their timeline when you hang up.
Where to find it
The Call button on a contact record, the phone icon next to each number in Numbers on file, and the phone icon on each row in CRM > Contacts.
Steps
- Open the contact, or find them in CRM > Contacts.
The phone icon on a row calls that person - Press Call, or the phone icon next to a number.
Press Call; the arrow offers Call from my phone - Your audio joins the call the same way it does in a call block.
- Use the call bar to see the clock, mute, take notes or hang up.
- When the call ends, pick the result in the popup. It is saved on the contact’s timeline.
Good to know
- The arrow next to Call offers Call from my phone, which uses your own phone instead.
- Every dialer rule still applies: do-not-call, the registry, calling hours and state rules, and your daily and weekly caps. If a number cannot be called, the button says why.
- The Call button is greyed out when every number is blocked or there is no number on file.
- You cannot start a direct call while a call block or another call is open.
- When your seat has no numbers or voice is not ready, only Call from my phone is offered, with a note saying why.
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Next in CRM
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Still stuck? Write to support@realdialer.com, or open Support from inside RealDialer.