Call a customer: keypad, recents and choosing the line

The «Calls» section works like a phone: «Recents» on the left, «Keypad» next to it. In a «Calls only» app it is the only section and opens right after sign-in.

  1. Open «Calls» and the «Keypad» tab. Dial or paste the number in the «Dial or paste a number» field.
  2. In the «Calling from» block choose a line. The hint «Choose the line to call from.» means no line is chosen yet.
  3. Press «Call». While the customer has not answered the card says «Ringing…»; you can stop the call with «Cancel call».
The «Keypad» tab: dial or paste a number, choose the line and press the green call button
The «Keypad» tab: dial or paste a number, choose the line and press the green call button

Calling back is easiest from «Recents»: tap a row and the call goes to the same person. If you called them from another line, the same line is used while it still works; otherwise it is the one you chose at the top.

Make default (Off by default) — If you have several lines, choose the one you call from most and press «Make default». It is filled in by itself and marked as default.

More about the dialer, search and the digits during a call is in Call a customer. If you want calls to go out from one line rather than different ones, make it the default.

Install Dialogs in your CRM

Installing the app and connecting WhatsApp by QR code are free. The line subscription is billed separately.