Placing and Receiving Calls

A full calling workstation connected to your CRM.

Placing outbound calls

From your phone's native contacts app, an existing conversation, a contact's record, or the floating call button.

During a call

Toggle DND, transfer, jump into the calendar, dictate notes, create a task, review payment details, view the profile.

After a call

A summary screen for editing notes, scheduling a callback, adding a follow-up task, tagging.

Transferring an inbound call

1. Tap transfer.
2. Select a recipient.
3. Choose Warm transfer (stay on to introduce) or Blind transfer (immediate handoff).

Warm transfer shows a participant panel to manage who's on the line.