Overview
The Manual Dialer places one-off calls for the selected client using that deal's phone numbers and logs each call against the deal. Link a contact to add the result to their record, or dial a number directly.
How to use this page
Select the client and caller ID
Pick the client in the top-right switcher and wait until the Phone readiness chip reads Ready. Choose one of the deal's active Caller IDs before placing a call.
Find a contact or enter a number
Search for a client contact to attach the call to their record, or enter a phone number directly. Press Enter in the number field to call when the phone and caller ID are ready.
Place the call and use the dial pad
Select Call or press Enter to dial. During a live call, use the on-screen keypad to send touch tones to the prospect line for an IVR, extension, or dial-by-name menu. Use Mute as needed, then select Hang Up.
Log the outcome
Choose a disposition, add notes, and save the log. Toast feedback confirms whether the call log was saved.
What the buttons do
- Keypad
- Adds digits before a call and sends a touch tone to the prospect line during a live call.
- Call / Hang Up
- Starts and ends a one-off call.
- Mute
- Mutes or unmutes your microphone during an active call.
- Save log
- Records the call outcome and notes against the deal and linked contact.