{"id":706,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-call-contact\/"},"modified":"2026-10-12T15:08:06","modified_gmt":"2026-10-12T20:08:06","slug":"crm-call-contact","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-call-contact\/","title":{"rendered":"Call a contact from the CRM"},"content":{"rendered":"

What it is<\/h2>\n

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.<\/p>\n

Where to find it<\/h2>\n

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.<\/p>\n

Steps<\/h2>\n
    \n
  1. Open the contact, or find them in CRM > Contacts.
    \n
    \"The
    The phone icon on a row calls that person<\/figcaption><\/figure>\n<\/li>\n
  2. Press Call<\/strong>, or the phone icon next to a number.
    \n
    \"Press
    Press Call; the arrow offers Call from my phone<\/figcaption><\/figure>\n<\/li>\n
  3. Your audio joins the call the same way it does in a call block.<\/li>\n
  4. Use the call bar to see the clock, mute, take notes or hang up.<\/li>\n
  5. When the call ends, pick the result in the popup. It is saved on the contact’s timeline.<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • The arrow next to Call offers Call from my phone<\/strong>, which uses your own phone instead.<\/li>\n
    • 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.<\/li>\n
    • The Call button is greyed out when every number is blocked or there is no number on file.<\/li>\n
    • You cannot start a direct call while a call block or another call is open.<\/li>\n
    • When your seat has no numbers or voice is not ready, only Call from my phone is offered, with a note saying why.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      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.<\/p>\n","protected":false},"featured_media":1917,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/contacts","_rd_doc_source_id":"crm-call-contact","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"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.","footnotes":""},"rd_doc_category":[19],"class_list":["post-706","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/706\/revisions"}],"predecessor-version":[{"id":1919,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/706\/revisions\/1919"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1917"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=706"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}