Overview
The Manual Dialer places one-off calls for the selected client using that deal's phone numbers, with each call logged against the deal. Use it for ad-hoc calls outside a campaign dial session, for example returning a call or dialing a single contact. Look up a contact to attach the call to their record, or type any number to dial directly.
How to use this page
Select the client and wait for the phone
Pick the client in the top-right switcher. The dialer connects the browser phone in the background; the Phone readiness chip shows Ready once you can call. You also need an active Caller ID selected.
Choose a caller ID
Pick which of the deal's active numbers to call from. This is the number the prospect sees. If the deal has no active numbers, the dialer tells you calls cannot be placed until one is provisioned under Admin > Twilio; if numbers exist but none is picked, it asks you to select a caller ID before dialing.
Find a contact or enter a number
Type a name to search the client's contacts and pick one to attach the call to their record, or type a phone number directly into the dial field. With everything ready, press Enter in the number field to start the call without reaching for the mouse. Selecting a contact links the call so it logs to that contact; dialing a raw number logs as a manual-only call.
Place the call
Press Call (or Enter) to dial. Use the on-screen keypad to send touch tones (for phone trees), and Mute to mute your mic. The call timer runs while connected. End the call when you are done.
Log the outcome
After the call, choose a disposition and add notes, then save the log. Feedback appears as a toast right by the Save button: a success toast when the log saves, or an error toast if it cannot. If a call connects but the log could not be created, you get a clear warning toast that the call will not save to the contact, so you know to note it manually. When a contact is linked, saving updates their record and timeline; manual numbers are logged without a contact.
Review the contact's history
When a contact is selected, their recent calls and emails load as a timeline so you have context before and after the call.
What the buttons do
- Caller ID select
- Chooses which of the deal's active numbers you call from. If the deal has none, the dialer says calls cannot be placed until a number is provisioned.
- Contact search
- Looks up the client's contacts so the call attaches to a record.
- Number field (Enter to call)
- Type any number to dial directly. When the phone is Ready and a caller ID is set, press Enter here to start the call.
- Keypad
- Sends touch-tone digits during a live call, for navigating phone trees.
- Mute
- Mutes and unmutes your microphone during the call.
- Call / End
- Starts the call and hangs up when you are finished.
- Disposition
- Sets the call outcome that gets logged.
- Save log
- Records the call, disposition, and notes against the deal (and the contact when one is linked). A toast beside the button confirms the save or reports an error.